Convert / Sales Agent

Available in prototypeTools you use

AI + workflow layer that engages leads immediately, qualifies them, books consults, and prepares lawyers to convert.

AI Follow-Up Sequences

SMS/email/call follow-up by practice area, urgency, source, and stage.

Speed-to-Lead Console

Available in prototypeTools you use

Timers, SLAs, nudges, escalation, and benchmarks for reaching prospects before opportunities decay.

Consult Booking

Book consults directly on attorney calendars with reminder and rescheduling flows.

Calendar Fill Engine

Available in prototypeTools you use

Fill available consult slots with qualified opportunities from Fount, the firm's own site, and marketplace-routed demand.

Pre-Call AI Briefing

AI-generated briefing before every scheduled consultation: facts, timeline, risks, questions, docs needed, next step.

Consult Prep Brief

Attorney-ready summary of the matter, issue list, chronology, documents, and recommended consultation agenda.

Where this suite sits in the loop

Step 1
Demand
Capture intent from every source: web, phone, marketplace.
Step 2
Qualify
Reason-coded fit, jurisdiction, urgency, value.
Step 3
Convert
Book the right consult, brief the attorney.
Step 4
Deliver
Retainer, matter, and client service in one loop.
Step 5
Measure
Clients, not clicks — attributed by source.

All tools in this suite

Lead Pipeline

Kanban/table pipeline from new lead to qualified, contacted, consult booked, retainer sent, retained, lost, or routed out.

Missed-Call Text Back

Text missed callers instantly and route them into AI booking/intake.

No-Show Prevention

Available in prototype

Confirmation, reminders, prep, reschedule links, and recovery flows to reduce missed consultations.

Call Recording & Summary

Available in prototype

Objection Handling Assistant

Transcript, summary, objections, next steps, matter notes, and follow-up tasks from consult calls.

Retainer Conversion Tracker

Help staff respond to price, timing, scope, trust, urgency, and comparison objections.

Lead Nurture / Re-Engagement

Track consult-to-retainer conversion, unsigned retainers, payment pending, and follow-up required.

Recycle abandoned intakes, no-shows, dormant consults, and old prospects.

Referral Follow-Up

Automate follow-up for referred-in or referred-out prospects.

Client Fit Scripts

Practice-area-specific call scripts, qualification questions, and consult agendas.

Sales Coaching Dashboard

Compare staff and attorneys by response time, booking rate, show rate, and consult-to-client conversion.

Revenue Rescue Inbox