When an advocate is presenting in court or consulting with clients, fresh inbound inquiries go unanswered. Propelroot instantly triggers an automated callback, qualifies the case details, and collects consultation deposits via WhatsApp.
A lawyer's time is highly valuable. Here is how Propelroot coordinates case qualifiers, consultation schedulers, and document collection automatically.
Missed calls from commercial clients or litigation prospects are recovered immediately by a virtual assistant.
Gathering case documents is usually a bottleneck. Propelroot automates client intake and fee reminders on WhatsApp.
Ensure complete records and proper onboarding. Trigger letters and terms right after scheduling.
Integrate directly with advocate diaries and case management dashboards to track client files natively.
Notify clients of upcoming court hearing dates, locations, and checklists automatically.
Automate routine client reminders for CA and corporate tax advisory services.
See a demonstration of how the voice assistant handles a business contract dispute callback, coordinates consultation scheduling, and collects details.
The assistant calls back a prospect who left a missed call, registers case specifics, and schedules an initial consultation. Once confirmed, the system sends the payment link and document checklist to their WhatsApp.
Lawyers lose prospective clients because they cannot pick up calls during court hearings. By instantly calling back, qualifying their issue, and securing the consultation booking deposit, you capture the client before they search for another legal firm.
Book a 15-minute live demo to see legal intake rules, database integrations, and instant consultation collection.