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Intake, scheduling and documents without an admin hire

Synthetic demo: fictional business, generated from FINT's own templates and engines with no external accounts, no ads spend, no outreach sent and no client site touched.

See it work

Intake, scheduling and documents without an admin hire, Cobb & Reyes Family Law, legal, Austin, TX. Three-attorney practice losing two hours a day to intake calls, scheduling and drafting engagement letters.

1 · Input
  • Goal: Automate admin work
  • Tools: Google Calendar, Clio (documents), Gmail
  • Volume: ~35 intakes/week, 60 appointments
2 · Automation
  1. Digital intake · Intake forms
    Matter type, urgency, conflict-check fields; voice notes transcribed to structured records.
  2. Schedule · Scheduling automation
    Free-slot search across three calendars; confirmations + reminders; reschedule links.
  3. Generate · Deliverable generator
    Engagement letter drafted from intake fields; attorney approves in one click.
  4. Follow up · Follow-up automation
    Unsigned letters nudged at 48h/5d; no-shows re-offered slots.
  5. Report · Executive reporting
    Weekly: intakes, conversion to consult, signed engagements, admin hours saved.
3 · Output
  • Structured intake record
    From a 90-second voice note.
  • Engagement letter (draft for attorney approval)
    Generated, QA'd for placeholders, awaiting approval.
Structured intake record , list
  • Matter: custody modification · Urgency: high (hearing in 21 days)
  • Opposing party: [captured] · Conflict check: clear
  • Preferred consult: Tue/Thu afternoons → 3 slots offered
Engagement letter (draft for attorney approval) , email
Dear Ms. Alvarez,

Thank you for choosing Cobb & Reyes. This letter confirms the scope of our representation in your custody modification matter…

[Attorney reviews and approves, nothing is sent before that.]

Synthetic demo: fictional business, generated from FINT's own templates and engines with no external accounts, no ads spend, no outreach sent and no client site touched.

Want this for your business?

Intake, scheduling, documents and reminders handled, so you stop doing admin at 10pm.

See plansRequest implementation

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