Matter routing
The agent classifies employment, corporate, or litigation inquiries and collects documents you define for each path.
Genie Card
Legal
Professional Genie for every new matter
Genie greets prospects on your card and works in Desk so intake, conflict checks, and follow-ups stay on track — securely, around the clock.
The problem
Intake bottlenecks at growing firms
Prospects want clarity on scope, fees, and timelines — but attorneys cannot answer every inquiry live.
- Unqualified calls consuming partner and staff time
- Inconsistent answers about practice areas and engagement process
- No structured record of what the prospect asked before the consult
Your Genie
Intake with Genie + Desk
Card chat captures the matter; your workspace turns it into structured follow-up without losing the thread.
Policy-grounded FAQ
Upload engagement letters, fee schedules, and FAQs. Answers stay aligned with approved language — not improvised legal advice.
Consultation scheduling
Qualified leads leave contact details and preferred times. Your CRM shows the full chat transcript for prep.
Always on
Scale intake without losing control
Always-on Genie on the card, human-in-the-loop in Desk when a matter needs you.
- Filter unqualified inquiries before they hit partners
- Keep answers aligned with approved firm language
- Arrive at consults with a full conversation record
Sample conversation
What a prospect might ask
Hello — I help with new inquiries for Ellis & Partners. What legal matter can we assist with?
We are forming an LLC and need an operating agreement reviewed.
Understood. I can outline the documents we typically need and suggest the earliest consultation slot.
Get started
Professional intake that scales
Give partners and associates one card per practice group — same platform, knowledge tuned to each desk.