The Intake Playbook: Using AI to Turn Missed Calls and Forms Into Paying Clients

Why Leads Slip Through the Cracks

Most firms don’t lose clients from lack of leads. They lose them because:

• Calls go unanswered after hours or during lunch

• Form submissions get buried in inboxes

• Staff can’t follow up fast enough

• No reminders or second chances are sent

This creates a costly gap between lead generation and conversion.

Enter the AI Intake Playbook (Powered by Vix)

The Vix AI Support Agent closes that gap—automatically. With voice, chat, email, and SMS agents built in a no-code dashboard, it responds to leads instantly, qualifies them intelligently, and converts them while your team stays focused on legal work.

1. Instantly Respond to Every Missed Call and Form

• AI answers missed calls and sends a personalized text or email in seconds.

• Form submissions trigger instant chatbot or SMS follow-up.

• No lead sits for hours or gets lost.

2. Qualify and Segment Leads Automatically

• AI asks smart intake questions: "What kind of legal issue are you dealing with? When did it happen?"

• Gathers all needed info to assess fit and urgency.

• Sends qualified leads to your intake team or CRM immediately.

3. Book Consultations in Real Time

• AI offers live calendar slots through integration with your schedule.

• Clients can self-book within the chat or SMS thread—no call needed.

• Confirmation and reminders are sent instantly to reduce no-shows.

4. Follow-Up Like a Pro (On Autopilot)

• If a lead doesn’t book right away, AI triggers a follow-up sequence.

• Sends helpful reminders via SMS and email with booking links.

• Automatically re-engages leads until they convert or opt out.

5. Run Everything in One No-Code Dashboard

• Drag-and-drop editor to customize questions, messages, and flows.

• Track response times, booking rates, and lead sources.

• Add AI for voice, chatbot, email, and SMS from a single place.

Why AI Intake Is a Game Changer for Law Firms

• Never lose another lead to slow follow-up

• Eliminate voicemail and manual scheduling

• Scale intake without adding staff

• Delight clients with instant, professional responses

What Firms Are Seeing with Vix

• 2–3x more booked consults from form submissions

• 70% fewer missed opportunities due to voicemail

• 50% reduction in time spent chasing leads manually

• Higher online ratings and referrals from better client experiences

Want to Turn More Leads Into Clients?

It doesn’t take more marketing. It takes smarter intake.

Contact Vix today to launch your AI-powered intake system—and stop letting leads go cold.

Fast. Automated. No code required.