New-client intake
Collect name, business, contact details, service need, deadline, and preferred callback window.
AI intake for service firms
An AI intake assistant for professional-service calls that deserve a clean handoff.
Vector AI helps professional-service teams capture new enquiries without turning every interruption into a live staff task. It asks for the right non-confidential details, routes the request, and keeps regulated advice with the humans.
Built for the calls that usually leak.
- Law firms, accounting offices, consultants, agencies, and advisory teams
- Firms that need structured enquiries before a callback
- Teams that want intake help without giving regulated advice through automation
What it handles.
Matter routing
Sort requests by practice area, urgency, or service line.
Admin questions
Answer approved questions about hours, location, consultation process, and next steps.
Follow-up summary
Send concise notes so staff can respond without replaying a voicemail.
Questions people ask before trying it.
Does it give legal, tax, or financial advice?
No. It captures non-confidential intake details and routes the call. Regulated advice stays with licensed professionals.
Can it qualify leads?
Yes. It can ask approved intake questions and highlight urgency, fit, service need, and next action.