Law firms

Answer the new client before they call the next firm.

When everyone is in court or with a client, an AI agent picks up on the firm’s number, takes down what happened and how to reach them, and tells the caller when to expect your call. Whoever calls back reads the whole intake first.

Tepary Haricot

Intake line

Wednesday

Call on the intake line · 11 min

Rear-ended on the 3rd. The other driver’s insurer has called them twice. You set a consult for Friday at 10.

Confirming Friday at 10. Please bring the police report and any letters from the insurer.

Note from a teammate · only your team sees this

Conflict check came back clear.

Monday

Callback request · taken by Soja

The other insurer sent a settlement offer and wants it signed this week. Should I sign it?

Soja told them to expect your call by 3 PM.

Inbound and outbound

One call makes the promise. The next one keeps it.

Customers trust a team that does what it said. So on Soja nobody hangs up without a time to hear back, and the call back comes by then, from someone who already knows why.

Inbound

Someone calls the firm for the first time.

Show the moment
  1. The front desk is at lunch, and the call goes to a voicemail box.

  2. They hang up and call the next firm on the list.

  3. Whoever calls back makes them tell the whole story again.

The case goes to the firm that called back first.

Outbound

You keep a client up to date.

Show the moment
  1. A client calls for an update and waits for the one paralegal who knows.

  2. Updates go out from an attorney’s cell, and nobody else at the firm sees them.

  3. A promised callback slips while you’re in a hearing.

The client wonders whether anyone is on it.

Day to day

What the client said never lives in one person’s head.

Every call ends with a summary.

Who said what, and what you agreed to do next. Nobody replays forty minutes to find the date the other side offered.

Call with Tepary Haricot · 38 min

They’ll accept mediation if it’s before May. You said you’d confirm dates by Thursday.

Confirm mediation datesYou · Thursday

Notes for the firm, not the client.

Who’s handling it, what changed, what not to promise on the phone yet. Your team sees the note in the thread. The client never does.

Any news on the trial date?

Note from a teammate · only your team sees this

Opposing counsel changed this week. Don’t confirm a trial date until Thursday.

Ready before the phone rings again.

  1. 1Create your account.
  2. 2Put a number on the team.
  3. 3Invite your team.