AI voice agent for legal services and debt relief
A debt-relief firm with 3 working AI scenarios mapped to its funnel. The AI qualifies the client's situation (debt amount, creditors, status), books the free consultation, and reactivates the database 24/7. Three scenarios built around the intake funnel - with nothing lost to slow response time.
4 revenue leaks in the intake funnel
Ads bring in leads, but the team doesn't call back fast enough, never re-engages the on-the-fence prospects, and forgets the people in debt who didn't book 3-6 months ago.
Slow response to a new lead
- at 9:30pm, on a weekend, or during a peak-load hour
- the intake rep replies 2-3 hours later
- the prospect has already called a competitor
Open consultation slots after cancellations
- a lead cancels same-day
- the intake rep is buried in inbound calls
- no one systematically fills the slot
- the consultation slot goes to waste
The lead database isn't worked systematically
- asked about debt relief months ago - no one followed up
- was interested but never booked - forgotten
- missed the consultation 3 months ago - never won back
Intake reps are overloaded
- confirming tomorrow's consultations
- questions about services, fees, and the process
- reminders about follow-up calls
- handling cancellations and reschedules
The AI works inside your CRM, like a staff member
It follows your scripts and intake rules, creates tasks in your CRM, and transcribes every conversation. No migrations, no retraining your team, no switching systems.
Inside HubSpot, Salesforce, and your phone system
We connect to HubSpot, Salesforce, GoHighLevel, and any case-management system, over Twilio or your existing VoIP telephony. No migrations, no moving your lead database.
On your own rules
Scripts and qualifying questions are signed off with your managing attorney. The AI never gives legal advice on its own - anything beyond the script goes straight to an attorney.
Transcripts and tasks
Every conversation is transcribed; the key facts (debt amount, creditors, assets) land in the lead record, and a task is assigned to the attorney on duty.
A debt-relief firm:
+96 contracts a month
with no extra ad spend
A real project with a consumer debt-relief firm. The AI sales agent sped up inbound lead handling and booked consultations with the people the team used to lose - the growth came not from more traffic, but from plugging the leaks inside the funnel.
How a debt-relief firm closed the gap between a new lead and a signed contract
| Metric | Before · attorneys only | After · AI sales agent 24/7 | What it delivers |
|---|---|---|---|
| Leads per month | 1,240 | 1,270 no extra ad spend | Same ad budget, no increase in traffic |
| Reached the lead | 62% | 94% +32% ↑ | Answer in seconds + 3-5 call attempts = almost every lead gets a conversation |
| Passed qualification | 41% | 58% +17% ↑ | The AI captures debt amount, creditors, and assets - the attorney works only the relevant ones |
| Booked a consultation | 312 | 498 +60% ↑ | +186 consultations a month from the same lead flow |
| Consultation show-up rate | 64% | 78% +14% ↑ | Confirmations and reminders cut no-shows among stressed, emotional leads |
| Contracts per month | 64 | 160 +150% ↑ | +96 contracts/mo at an average debt-relief case value of $1,200 |
Response speed
The AI answers within seconds. With stressed leads (collectors calling, threats of a lawsuit) speed is everything - an hour later they're already calling a competitor.
A warm, empathetic tone
The AI runs the conversation calmly, with no pressure. It doesn't "sell debt relief" - it carefully uncovers the situation, and the person finally feels heard.
Systematic qualification
The AI captures the debt amount, the list of creditors, and any assets or missed payments. The attorney opens a record with full context and gets straight to the point.
Consultation confirmation
The AI reminds the lead a day before and 2 hours before, and reschedules if they fall through - show-up rate climbed from 64% to 78% with an emotionally unstable audience.
Take the human error out of your communication
100% of leads handled
Leads from your site, landing pages, messengers, and ads. No "we'll call you back tomorrow", no lost lead in a moment of stress.
No sick days, no weekends off
24/7 with no mood swings. At 9:30pm on a Saturday it answers exactly as it does at 11am on a Wednesday. People in debt won't wait until morning.
No burnout, no turnover
No one burns out on repetitive qualifying calls. New scripts roll out to the whole team in an hour.
Simple onboarding in 4 steps
From the first call to fully automated lead flows - no extra headcount and no switching your case-management system.
Define the goal
With your managing attorney we map the scenario: which case types (debt settlement, debt disputes, collections defense), which qualifying criteria, and the exact moment to hand off to an attorney.
Connect the channels
Integration with HubSpot, Salesforce, your phone system, messengers, and landing-page forms. No migrations, no moving your lead database.
Launch the pilot
We test on a single case type or one traffic source, review conversation quality, fine-tune the script, and run the funnel economics.
Scale up
Once validated, we connect every practice area and lead source. Stable 24/7 lead-intake infrastructure.
What law firms usually ask
On most calls, they don't. Today's models hold a conversation at the level of an experienced call-center agent. If you prefer, we can disclose up front that it's an AI - it doesn't hurt consultation conversion, especially when the tone is warm and pressure-free.
We tune the script's tone to a debt-relief audience - calm, empathetic, no pressure and no "we'll wipe out all your debt" promises. The AI asks qualifying questions and books a free consultation with an attorney. No legal advice, no guarantees of outcome, no hard sell.
Yes. We integrate with HubSpot, Salesforce, GoHighLevel, and any case-management CRM built for law firms. If you run a custom system, we'll build a connector in about a week.
The AI never gives legal advice. Anything about a specific situation (case strategy, timelines, prospects) is escalated to the attorney on duty, with the client record already filled in: debt amount, creditors, assets, and the facts from the conversation.
2-4 weeks for a single case type (for example, debt settlement). Several practice areas (settlement + disputes + collections defense) take 4-6 weeks: more time to sign off scripts with the attorneys and integrate your lead sources.
On the diagnostics call we run the economics on your numbers: average contract value, lead-to-consultation and consultation-to-contract conversion, and inbound traffic volume. In our experience, payback lands inside the first month at 500+ leads a month.
A basic deployment starts at $1,500. Complex projects for multi-office firms run up to $22,000. We give you an exact figure on the free diagnostics call, after we analyze your funnel.
Similar projects in other industries
We'll show you how an AI sales agent fits your firm specifically
45 minutes on Zoom. We run the payback and upside on your numbers and give you a step-by-step plan to grow signed contracts and cut your cost per lead with AI.