Professional Services · 2026
An intake agent and SEO programme that handled first-contact enquiries and freed the team from repetitive admin.
Paralegals at ClearPath were spending most of each morning on intake calls, collecting the same details and answering the same questions. Genuine cases waited behind enquiries that were never going to qualify, and no one had time for the content work the firm needed to be found.
Built an intake agent that collects case details, checks jurisdiction and conflicts, and books consultations into the right solicitor's calendar.
Connected it to the firm's practice management system so every enquiry arrives as a structured record rather than a call note.
Ran a local SEO programme targeting the practice areas with the strongest margins.
Refreshed the visual identity so the firm's materials matched its actual positioning.
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