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Fount
SuiteClient ServiceAI Customer Service Agent
Client ServiceVisionAI does it
Demo data

AI Customer Service Agent

Handles routine client-service questions and escalates judgment calls to firm staff.

See the prototype below What's live vs vision

AI does it: An autonomous agent runs this end-to-end; an attorney reviews before anything reaches the client.

Metrics improved

< 5 min
Speed to first response
median across sources
+38%
Booked-consult rate
vs. static forms
82%
Show rate
with pre-call brief
11 hr/wk
Admin time saved
per attorney
Illustrative targets from the Fount planning pack — not customer metrics.
What firms do today

The problem this page solves

  • — Firms handle client service with tools that don't talk to each other.
  • — Good leads slip through cracks; bad leads burn hours before you spot them.
  • — Attorneys walk into consults cold and lose retainers they should have won.
How Fount solves it

Four capabilities

Purpose-built for this stage

AI Customer Service Agent plugs directly into the loop — no bolt-on integrations, no duplicate data entry.

AI does the grunt work

Qualifies, drafts, and follows up automatically — with reason codes on every action.

Attorney stays in control

Every consequential step is queued for review before it reaches the client.

Measured end-to-end

Wired into the ROI dashboard so you can see impact by source, not by feature.

See it in action

Prototype · illustrative data
AI Customer Service Agent · sample transcript
Demo data
I was rear-ended two days ago in Encino. My back really hurts and my car is undrivable.
I'm sorry that happened. I'm Fount's intake assistant — I can help route you to the right attorney at Rodriguez Law. A few quick questions so I can check fit. Any citations or police report?
Yes, the other driver got cited. I have a report number.
Great. Are you already working with another attorney on this?
No.
Understood. Rodriguez Law handles PI in Los Angeles County and takes MVA cases on contingency. Can I book a 20-min consult tomorrow at 3:00pm?
Yes please.
Booked. You'll get a confirmation and a short intake form. If your pain worsens tonight, please seek medical care first.
Transcript is illustrative. The AI never gives legal advice; every consult and retainer is attorney-reviewed.

How it flows

  1. Step 1
    Trigger

    Inquiry arrives from web, phone, marketplace, or referral.

  2. Step 2
    AI qualifies

    Practice area, jurisdiction, urgency, fit, conflicts — with reason codes.

  3. Step 3
    Route

    Book consult, request docs, escalate to attorney, or route to marketplace.

  4. Step 4
    Attorney acts

    Reviews pre-call brief, meets the client, signs the retainer.

  5. Step 5
    Measure

    Every event lands in the ROI dashboard — source to revenue.

Integrates with your stack

  • Clio
  • MyCase
  • Smokeball
  • PracticePanther
  • Filevine
  • QuickBooks
  • LawPay
  • Stripe
  • DocuSign
  • Google Calendar
  • Microsoft 365
  • Zoom
  • Twilio
  • HubSpot
  • Zapier

Prototype: integration cards are illustrative — see the /integrations page for live adapters.

Trust guardrails

Bar-defensible by construction
No legal advice

The AI never gives legal advice. It captures facts, matches fit, and hands off to an attorney.

Attorney-in-the-loop

Every downstream action — briefs, filings, retainers — is queued for attorney review before it leaves the firm.

Consent & audit

SMS/email consent is captured at intake. Every AI decision ships with reason codes and an immutable audit trail.

Conflict-check lite

Names, opposing parties, and firms are pre-checked before a consult is booked or a retainer is sent.

Related tools

View all in Client Service
Document Request Center
Flagship

Request documents, photos, IDs, contracts, medical records, notices, and court papers.

Client Portal

Secure status, messages, documents, invoices, payments, appointments, and next steps.

Client Onboarding Checklists

After-signing tasks for documents, forms, deposits, scheduling, and info verification.

Client Messaging

SMS/email/portal messaging with templates, AI drafts, and audit trail.

Matter Status Updates

Automated plain-English updates for consults, docs, payments, deadlines, and next steps.

Client FAQ Assistant

Answers firm-specific routine questions and escalates legal/judgment calls.

Tell us if this is useful

Would this help your firm? Signal demand so we prioritize it.

See the full loop.

Every Fount page connects — from the widget on your site to the retainer on the attorney's calendar.

See when this shipsRead the build plan