Client Intake and Screening

Your agent screens every inquiry within minutes, collects the basic facts, filters out the ones that aren't a fit, and schedules a consultation with the right person for the ones that are - so no good matter falls through.

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[ The Problem ]

The Daily Challenges

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Half of inbound inquiries lost because follow-up is too slow

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Senior staff spending time on intake calls that go nowhere

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Facts collected inconsistently, then asked for again

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Consultations booked with the wrong person

[ The Solution ]

How Apollo[Claw] Helps

Fast Screening

Every inquiry answered within minutes, with your screening questions asked the same way every time.

Structured Facts

The details you need collected into a clean summary before anyone gets on a call.

Right-Person Scheduling

Qualified inquiries booked with the right attorney or advisor, the rest declined politely or referred.

[ The Outcome ]

What You Get Back

More retained clients from the same inquiry volume

Senior time spent only on qualified consultations

Consistent intake records for every matter

No inquiry left waiting overnight

Case Study

Personal Injury

Retained cases up 40%.

“We get 200 intake inquiries a month. Before, half of them fell through because we couldn't follow up fast enough. The agent screens every inquiry within minutes, collects the basic facts, and schedules a consultation with the right attorney. Our retained cases went up 40%.”

Founding Partner

Personal injury practice, Long Island

Outcomes from real client engagements. Names and identifying details changed or withheld at client request.

Used By

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Apollo[Claw] AI

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Hi, I'm Donna, Chief Operating Officer for David Oralevich and Apollo[Claw]. How can I help you today?

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