AI client assistant for law firms and professional services: intake captured, changes confirmed before they run
How a law or accounting firm configures Kav: consultation intake captured with context, meeting changes confirmed before they run, plus a numbers worksheet.
A firm receives few contacts, and each one is valuable: a prospective client asking for a consultation, an existing client moving a meeting. Losing either costs more than answering it.
A depiction, not a customer. No firm is named here. The examples are the platform's own illustrations, marked example data on the home page.
What a client asks, and what Kav does
- "I'd like to request a consultation." The assistant asks which practice area. Past eight options the same field stops being a dropdown and becomes a search box. A locked option is shown with the reason why, and a client who types something the list does not contain still gets to send it as an ordinary message, never forced into an answer that is not theirs (a dropdown that becomes a search box).
- "Can I move my meeting to next week?" The assistant shows exactly what it is about to do, before it does it, and carries out only what the client confirmed: never a re-guessed version, and never twice (confirmed before it runs).
- A person, with context. When the conversation needs a lawyer or an accountant, it arrives with what the client already said (what a human agent inherits).
Where the money moves
The bold rows are the levers a firm leans on most.
| Lever | What Kav does here | What you measure |
|---|---|---|
| Fewer repeat contacts | Meeting-change and status questions are answered without a person. | Reception contacts that are pure scheduling. |
| Faster when a person steps in | Intake arrives already structured: practice area chosen, details captured. | Time from enquiry to a qualified first call. |
| Out of hours, every channel | A prospective client at nine in the evening gets an intake, not a voicemail. | Enquiries received outside office hours, and how many became consultations. |
| Fewer errors and rework | A change to a booking runs only as confirmed, once. | Double-bookings and mistaken changes. |
| Revenue kept or captured | A consultation request is captured at the moment of intent instead of being lost at a contact form. | Enquiry-to-consultation conversion. |
| Compliance and audit | Every action a client confirmed is on record, and staff views of client data are audit records. | Effort to reconstruct who did what on a client file. |
Work out your own number
- Log enquiries for a month, split by whether they arrived in or out of office hours.
- Revenue captured = extra enquiries reaching a consultation × your conversion rate × your average matter value. Every input is yours.
- Saving = scheduling contacts answered without a person × cost per contact.
Work out your break-even from the published prices, or talk to us.