What it does
The intake conversation at a professional services firm — law firm, accounting practice, advisory shop — is high-stakes and time-consuming. It has to gather enough information to run a conflicts check, scope the work, set the engagement terms, and route to the right partner — without making the prospect feel processed.
This skill conducts the intake conversation in the firm's voice, gathers the structured information the firm actually needs (not a generic form), and writes the result back to the firm's practice management system. The partner steps in when there's something to decide — not for data entry.
What's gathered
- Matter type and subject
- Other parties involved (for conflicts check)
- Timeline urgency
- Engagement scope and likely fee shape (hourly / flat / contingent)
- Special constraints (regulatory, jurisdictional, sensitivity)
- How the prospect found the firm (for marketing attribution)
Conflicts handling
The agent runs the gathered party list against the firm's conflicts database in real time. If a potential conflict surfaces, the conversation pauses and a partner is paged before the engagement is acknowledged. This is non-optional and not configurable — the legal/professional risk is too high.
When to use it
- Boutique law firms with steady inbound flow
- Accounting firms with seasonal intake spikes (e.g., the Jan–Apr surge)
- Advisory practices where the partner is the rainmaker but also the bottleneck
How it works
A structured intake conversation, in the firm's voice, with branching logic appropriate to the practice area. Conflicts check happens server-side against the firm's database. Output flows to the practice management system.