Voice intake

Every call answered. Every case qualified.

Floxo answers your firm's calls 24/7 with a natural voice agent. It asks your intake questions, qualifies the matter, books the consultation, and hands off to your team when a human is needed.

What it handles

A receptionist that never misses a call

Not an IVR menu. A conversation that follows your intake process and gives your team a clean record.

Answers in seconds

No hold music, no voicemail, no missed call. Floxo picks up on the first ring, day or night.

Your intake questions

Incident type, date, location, injuries, insurance, urgency, and the details your firm needs to qualify.

Case qualification

Leads are scored against your rules, so hot matters reach your team first and unqualified calls do not waste time.

Consultation booking

Floxo checks your calendar, books the consultation, and sends confirmations and reminders.

Human handoff

A caller can ask for a person at any point. Floxo transfers with the transcript and context attached, with no bot loops.

Transcripts and recordings

Every call is logged with a transcript and recording where permitted, available for review in the dashboard.

The Call Flow

What a call sounds like

Every call follows the same disciplined path, with room for a human whenever it matters.

1

Answers and discloses

Floxo greets the caller, identifies itself as the firm's virtual intake assistant, and gives any required recording or AI disclosure.

2

Asks your intake questions

The conversation follows your script, in a natural order, with follow-up questions when an answer is unclear.

3

Qualifies and scores

The matter is checked against your criteria and scored. Urgent or high-value matters are flagged immediately.

4

Books or transfers

Qualified callers are booked on your calendar. Callers who need a person are transferred with full context.

5

Syncs the record

Contact, matter type, transcript, score, source, and consent are written to your CRM or case management system.

Live intake preview
Incoming call

Floxo

Thanks for calling Hartwell & Associates. This is the firm's virtual intake assistant, and this call may be recorded. How can I help?

Caller

I was in a car accident yesterday and I'm not sure what to do next.

Floxo

I'm sorry to hear that. Are you safe right now, and have you been seen by a doctor?

Caller

Yes, I went to urgent care. The other driver hit me from behind.

Floxo

Thank you. Based on what you shared, this sounds like a matter the firm handles. I can book a free consultation for tomorrow at 10:30. Would that work?
Qualified · Auto accidentTreatment receivedConsult booked · Tomorrow 10:30

Illustrative script. Greeting, questions, and routing are customized for your firm.

For your team

Your team steps in when it matters

Floxo is not a wall between your firm and its clients. It handles the repetitive front door and gives your team the context to take over quickly.

Security and compliance
Instant alerts for hot matters
Live transfer with full context
Dashboard with transcripts and recordings
Lead scoring tuned with your team
After-hours and overflow coverage
Bilingual intake options
Integrations

Answers calls, updates your systems

Floxo writes the conversation and the intake data into the tools your team already uses.

ClioFilevineMyCaseSmokeballLawmaticsHubSpotGoogle CalendarOutlookCalendlySlack
FAQ

Voice intake questions

Will callers know they are talking to AI?

Yes. Floxo identifies itself as the firm's virtual intake assistant and gives any required disclosure. You control the exact greeting and disclosure language.

Can it handle after-hours and overflow?

Yes. Floxo answers when your team is closed, on lunch, or already on another call. You can set exactly when it answers and when your team should pick up first.

What happens if the caller is upset or asks for a person?

Floxo transfers to your team with the transcript and context attached. You can also configure an escalation path for urgent matters.

Does it work with our phone number?

Yes. Floxo can answer on a new number, forward from your existing line, or handle overflow after your front desk. We configure the routing with you.

Can we customize the voice and script?

Yes. You choose the voice, greeting, questions, qualification rules, and booking behavior. We test with real scenarios and tune before launch.

How is pricing determined?

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

Hear it on your firm's scenario

Book a 15-minute demo and we will run a live voice intake, then show you the transcript, qualification, booking, and CRM record.