Step 01
Intake audit
We run a diagnostic on your current intake. You get a one-page PDF. Free, no pitch attached.
// Free · 1-page PDF
AI Operations
A worked example
A quiet system for a firm losing calls to voicemail.
AI operations for firms that care how they sound. Most AI automation feels bolted on. We designed this one to sound like the firm on its best day, every day.
The problem
Every missed call was a client who'd already moved on.
A professional-services firm was losing inbound inquiries to voicemail, unread email, and slow follow-up. The work didn't need a louder front desk—it needed something to close the gap after hours and during the lunch-hour rush, without making the firm feel like someone else's. So we built one.
What we built
Inbound Practice
A voice receptionist, a structured intake flow, and a clean handoff to the firm's practice-management system. Built in four weeks.
- Voice AI receptionist trained on the firm's actual phrasing, hours, and referral rules. Live call monitoring in the first two weeks.
- Structured intake: name, matter type, urgency, source, consent, captured the same way every time.
- Integration with the firm's existing system (the practice runs with Clio, Dentrix, Open Dental, MyCase, Karbon, SimplePractice, Wealthbox, and similar).
Setup from $3,500. Monthly care from $850. Month-to-month after the first 90 days. No long contract.
How it works
Four steps, about four weeks.
Step 02
30-minute review
We walk the audit, you tell us what's wrong with it, and we scope a fix—on a 30-minute call.
// 30 minutes · Cal.com
Step 03
Build
Four weeks from signed proposal to live deployment, including a week of monitored soft launch.
// 4 weeks · Incl. soft launch
Step 04
Care
Monthly retainer covers monitoring, tuning, and one small change request per month.
// Monthly · Month-to-month
The honest answers.
What does it actually sound like when someone calls?
Like a receptionist you trained. We write the opening line, the hold phrasing, and the transfer language with you. We also record and review the first two weeks of live calls together. Nothing about the voice has to feel generic.
What systems do you integrate with?
Most small-firm practice management and CRM tools, including Clio, MyCase, Dentrix, Open Dental, Karbon, SimplePractice, and Wealthbox. If you're on something else, we'll tell you honestly on the 30-minute review call whether it will work.
Who owns the data?
You do. All call recordings, transcripts, and intake records live in an account you own. We work inside it.
What if it doesn't work?
The first 30 days are a pilot. If you want out at day 30, you keep the intake form and the integrations we built, and we part cleanly. No prorated refund games.
How is this different from hiring another receptionist?
A receptionist works 40 hours a week. This covers the other 128, and the lunch hour, and the moment when your existing receptionist is already on the phone with someone else. It doesn't replace them. It backs them up.
How is this different from the other AI answering services?
Most AI answering services are a product looking for a customer. We're a practice that happens to use one of those products underneath, with design work on top. The honest answer is the design work is the thing you're paying for.
Have a problem shaped like this one?
This was one firm's gap. Yours will be different. Tell us what you're working on, and we'll tell you honestly whether we're the right fit.