03 The Digital Front Office
Your team shouldn't have
to do everything.
Your intake staff are juggling phones, client calls, patient check-ins and a never-ending to-do list, while your professionals are in meetings, on site, or treating patients. Asking either to also manage every inbound inquiry isn't sustainable.
Human Tasks
- Professional judgment & advice
- Client strategy & relationships
- Conflicts clearance decisions
- Engagement letters & scoping
- The billable work itself
AI Tasks (ClientCloser)
- Answer inquiries instantly
- Qualify by matter, scope & fit
- Collect conflicts-check details
- Book consultations
- Follow up automatically
It's not about replacing your team. It's about giving them the tools to do their best work, and keeping them on the work you bill for.