AI Agent & Client Chatbot

A trained agent that triages requests, drafts the reply, and never sleeps.

A custom AI agent that answers client questions, triages incoming requests, and drafts documents in your firm's voice — grounded in your own data, not the open internet.

Law practicesAccounting firmsProfessional services

Hartwell & Associates · IntakeAI agent

Hi — I'm the intake assistant for Hartwell & Associates. I can answer questions about your matter, tell you what we need from you, and book time with your attorney. What can I help with?

The problem

Clients expect instant answers; partners are billing elsewhere. Routine questions — status, deadlines, 'what do you need from me' — eat hours and still feel slow to the client. Off-the-shelf chatbots don't know your matters, your clients, or your tone.

What we build

An agent grounded in your matters, clients, and documents — answers from your data, with citations.
Intake triage that classifies each request and routes it to the right person or workflow.
Draft generation: replies, engagement letters, and summaries in your firm's voice.
Guardrails and escalation — the agent hands off cleanly when a human is required.
Deploys to your portal, website, or email — wherever clients already reach you.

The outcome

70%

of routine questions auto-handled

< 1 min

first response time

24/7

client coverage

The build

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Every build is designed around your firm. We start with the one process worth automating, prove it on your real numbers, and expand from there.

P. 10

Epilogue

Let's write the
next chapter together.

Thirty minutes, no obligation. We'll learn about your firm and tell you exactly how we'd help.