Features
A practical AI intake operating system for law firms
Every feature is built around one goal: helping firms capture, qualify, book, manage, and follow up with leads faster.
Core platform features
The current foundation already includes working frontend routes, Supabase-backed forms, document uploads, chatbot lead capture, voice intake records, and protected staff dashboards.
Real-time Staff Dashboard
Staff can review new leads, urgent requests, uploaded documents, call records, and status changes in one secure portal.
Supabase Backend
A scalable Postgres backend, storage, RLS policies, and realtime subscriptions prepared for production workflows.
Secure Document Upload
Private storage for client files with staff-only access through secure signed URLs.
Chatbot Lead Capture
Website visitors can ask questions, receive general information, and create reviewable chatbot leads.
Voice Call Transcripts
Voice receptionist records can include transcripts, summaries, provider call IDs, urgency, and next steps.
Emergency Callback Requests
High-urgency submissions are separated for faster staff review and callback workflows.
Status Tracking
Move records through new, urgent, contacted, booked, reviewing, accepted, rejected, and closed states.
Client History
Group related consultations, intakes, documents, and callbacks by email or phone for a cleaner client view.
Mobile Responsive
Public pages, intake forms, chatbot, voice demo, and staff dashboard are built for desktop and mobile workflows.