The intake call,
handled like a partner would.
Law firms, accounting practices, agencies — your phones decide which prospects stay and which go to the next name on Google. IzzyOps qualifies inbound, runs conflict checks, books intake calls, and never sounds like a call centre.
Intake is your funnel. Phones are your funnel's top.
The first 30 seconds decide whether a prospect retains you or the firm down the road. Receptionists are good. They're also at lunch, on the other line, or on Family Medical.
Intake bottleneck
Five inbound calls land in 90 seconds. The receptionist takes the first; the other four hear voicemail.
Conflict-check is slow
Prospect waits while staff search the system. Half the time they hang up.
After-hours is a black hole
Personal injury, family law, immigration — life events don't respect 9-to-5.
A 24/7 intake associate that knows your matter types.
The professional-services persona is tuned for confidentiality, intake structure, and the verbal cues that a matter belongs to your firm vs another. Conflict checks run in real time. Human handoff for anything sensitive.
- Pre-screens matter type, urgency, jurisdiction, and budget — passes a clean intake summary
- Real-time conflict check against your matter database
- Books intake calls directly into Clio, MyCase, PracticePanther, QuickBooks
- Live handoff to a Redial agent or your associate for sensitive moments
- Confidentiality-first: transcripts encrypted, ACL'd, redactable on request
Tuned for how firms actually intake.
Matter-type triage
PI, family, immigration, M&A — routed to the right intake script and associate.
Conflict checks
Real-time query against your matter DB. Hard-stops on conflicted parties.
Consult booking
Direct into Clio, MyCase, PracticePanther, Karbon, QBO Online.
Confidentiality-first
PII redaction by default; per-role unlock for paralegals vs associates.
Multi-jurisdiction
Persona aware of practice areas and bar admissions — won't over-promise.
After-hours triage
PI emergencies escalate immediately; routine matter intakes booked for next morning.
An intake call, end-to-end.
What happens between the first ring and the booked consult.
Caller dials
AI answers in one ring with your firm's greeting — professional, never templated.
Matter triage
Captures matter type, jurisdiction, urgency, opposing party. Runs conflict check.
Book or escalate
Clean matters book directly. Sensitive or complex routes to a live associate.
Matter system syncs
Clio/MyCase updated, intake form emailed, associate sees the prep doc.
"We used to lose two or three retainers a week to voicemail — the kind of cases that go to whoever picks up first. IzzyOps caught nine in our first month. The conflict check alone is worth it; nobody on staff is fast enough."
Real customers.
Real numbers.
Professional services · FAQ
Is this appropriate for a regulated profession?
How does conflict-check work?
What about privilege?
Can it handle multiple practice areas?
Pricing?
Stop losing
retainers to ring-out.
Live in a week with your matter system integrated. Real-time conflict checks. Confidentiality-first by design.