KAVO Intake
Professional intake, end to end
We run your professional intake end-to-end: capture every inquiry, qualify it against your criteria, collect the documents you need, and put a booked consultation on your calendar.
The problem
High-value inquiries arrive faster than staff can screen them. Unqualified inquiries burn partner time, incomplete intakes stall, and slow first contact loses sign-ups to competing firms.
What businesses commonly do today
Call or form arrives; staff plays phone tag; ad-hoc screening; documents requested by email and chased manually; incomplete files reach the professional; consultations scheduled manually.
What KAVO changes
Every inquiry gets a structured intake conversation immediately, qualified against your criteria, with documents collected and a real consultation booked — and your team only touches the flags that need judgment.
How the workflow operates
- Inquiry captured (chat, SMS, or email, 24/7)
- Structured intake conversation
- Scored against your qualification criteria — flagged for human review, never auto-rejected
- Document requests issued with status tracking and automatic reminders
- Conflict and eligibility flags surfaced to your team
- Qualified consultation auto-booked
- Decline/redirect templates for non-qualified inquiries, with human approval
Actions with business risk require human approval by default — nothing writes to your systems unattended without your sign-off at SOW stage.
What success looks like
More qualified consultations per hundred inquiries, fewer professional hours spent on unqualified inquiries, complete files at consultation time, measurable response-time improvement.
Expected results are stated as category, not promise; magnitude comes from your numbers via the ROI worksheet, never from generic benchmarks.
Who this fits
Personal-injury, immigration, and family law firms; other professional-services practices with structured intake.
Integration expectations
Phone/SMS platform, email, case management (Clio and equivalents) or CRM, calendar, secure document upload. Integration feasibility is verified live before any proposal is issued.