Text intake

They text. You answer in seconds.

Floxo replies to SMS and website chat instantly, qualifies the matter, answers common questions, and books the consultation. Text and voice share one intake system, so no lead gets lost between channels.

Channels

Meet leads where they already are

Most people would rather text than call. Floxo makes sure a text never sits unanswered.

SMS

A potential client texts your firm and gets a real reply in seconds, not an autoresponder that says someone will be in touch.

Website chat

Visitors on your site can ask about their matter and book a consultation without leaving the page.

Missed-call text-back

When a call cannot be answered, Floxo texts the caller immediately to keep the conversation alive.

Form follow-up

Web form submissions trigger a text conversation that qualifies the lead and moves it toward a booking.

What it handles

A conversation, not a form

Floxo asks, listens, and follows up the way a good intake coordinator would.

Replies in seconds

Most people expect a response within minutes. Floxo answers instantly, including nights and weekends.

Qualifies by conversation

The same intake questions as voice, asked naturally over text, with follow-ups when an answer is vague.

Answers common questions

Fees, process, location, hours, and what to bring. Firm-approved answers, not guesses.

Books the consultation

Floxo shares available times, books the consult, and confirms by text.

Follows up automatically

If a lead goes quiet, Floxo follows up on your schedule with a firm-approved message.

One record with voice

Text and voice share the same contact, matter, transcript, score, and CRM sync.

The Text Flow

What a text conversation looks like

Fast, clear, and always moving toward a booked consultation.

1

Message arrives

SMS, web chat, missed-call text-back, or a form submission lands in Floxo.

2

Floxo introduces itself

The reply identifies the firm and the virtual assistant, and captures consent for text communication.

3

The matter is qualified

Floxo asks your intake questions, answers common questions, and scores the lead.

4

Consult booked or team alerted

Qualified leads book directly. Urgent or complex matters are flagged to your team with the full thread.

5

CRM updated

Contact, matter, score, source, consent, and transcript sync to your case management system.

Text intake preview
SMS

Lead

Hi, do you handle slip and fall cases? I fell at a store last week.

Floxo

Hi, thanks for reaching out. This is the virtual assistant for Hartwell & Associates. Yes, the firm handles slip and fall matters. Were you injured, and did you receive medical care?

Lead

Yes, my wrist is sprained. I went to the ER the same day.

Floxo

I'm sorry that happened. The firm offers a free consultation. I have tomorrow at 2:00 or Thursday at 11:00. Which works better?

Lead

Tomorrow at 2 works.
Qualified · Slip and fallConsent capturedConsult booked · Tomorrow 2:00

Illustrative script. Questions, consent language, and answers are approved by your firm.

For your team

One inbox, full context

Voice and text land in the same place. Your team sees the thread, the qualification, and the booking before stepping in.

Voice intake
Shared inbox for voice and text
Hot-lead alerts to Slack or email
Take over any thread manually
Approved answer library
Quiet-hours and opt-out handling
Full conversation history
Integrations

Every text becomes a clean record

Floxo syncs the conversation and intake data to the systems your team already uses.

ClioFilevineMyCaseSmokeballLawmaticsHubSpotGoogle CalendarOutlookCalendlySlack
FAQ

Text intake questions

Is text intake compliant?

Floxo captures consent, honors opt-outs, and logs the full thread. Text communication rules vary by jurisdiction and practice area, so your firm and counsel should approve the scripts and consent language before launch.

Can a person take over a conversation?

Yes. Your team can jump into any thread from the dashboard. Floxo stops replying the moment a person takes over.

Does it replace our website chat widget?

It can. Floxo can power your site chat or work alongside your existing widget. We will map the channels you already use during setup.

What if the lead stops responding?

Floxo can send scheduled, firm-approved follow-ups and stop after a set number of attempts or an opt-out.

Does text intake share data with voice intake?

Yes. Voice and text are one system. A caller who follows up by text keeps the same contact record, matter details, and history.

How is pricing determined?

Pricing is scoped to your message volume, channels, practice areas, and integrations. Book a demo and we will send a clear quote before anything starts.

See text intake on your own scenario

Book a 15-minute demo and we will run a live text conversation, then show the qualification, booking, and CRM sync.