Legal - Chicago, IL - 4 attorneys, 8 staff
How Roberts & Associates books 40% more consultations with AI
A Chicago law firm went from missing intake calls during court hours to capturing every lead — boosting consultations 40% and recovering $22K in outstanding invoices.
Consultation bookings
+40%
Outstanding invoices recovered
$22K
Intake response time
Under 2 min
Client satisfaction
4.3 → 4.8 stars
"Our intake pipeline has never been stronger, and our A/R is the lowest it's been in years."
Michael Roberts, Managing Partner, Roberts & Associates
Intake calls missed during court, depositions, and client meetings
Michael Roberts is the managing partner of Roberts & Associates, a mid-size firm in Chicago specializing in personal injury and estate planning. With four attorneys and eight support staff, the firm was growing — but their intake process wasn't keeping up.
Attorneys were frequently in court, depositions, or client meetings. The receptionist handled what she could, but during busy periods, calls rolled to voicemail. Potential clients — many of them in urgent legal situations — would call a competitor instead.
"In personal injury, the first firm to respond usually gets the case. We were losing intakes not because we weren't good, but because we weren't fast enough. A potential client calls, gets voicemail, and calls the next firm on Google."
Outstanding invoices were another problem. The firm had over $40,000 in aging A/R, but nobody had time to follow up. The office manager would send reminders sporadically, but there was no system.
Solution
Every intake captured, every invoice followed up
Roberts & Associates deployed General Employee on a Friday afternoon. By Monday morning, the AI was answering intake calls, qualifying potential clients, and scheduling consultations — even when every attorney was in court.
The revenue clerk started working through the outstanding invoices immediately, sending professional, firm-branded follow-ups with payment links. The tone was courteous but persistent — exactly what the firm needed.
Answers every call and qualifies intake inquiries 24/7
Books consultations directly into the firm's scheduling system
Follows up on outstanding invoices and retainer replenishments
Sends intake forms and questionnaires before consultations
Drafts replies to client emails and opposing counsel correspondence
40% more consultations and $22K recovered in 90 days
In the first quarter, consultation bookings jumped 40%. The firm was now capturing intakes that previously went to voicemail — including after-hours calls from accident victims and late-night estate planning inquiries.
The revenue clerk recovered $22,000 in outstanding invoices within 90 days. Most clients simply needed a reminder and a convenient way to pay. The firm's cash flow improved significantly.
"Our receptionist used to be overwhelmed. Now she focuses on the clients in front of her while General Employee handles the phones. Our intake pipeline has never been stronger, and our A/R is the lowest it's been in years."
After-hours intakes captured
18/month
Average intake response
Under 2 minutes
A/R reduction
62% in 90 days
Receptionist overtime
Eliminated