Guided Intake Agent
Walks clients through a structured process on their own, so experts step in only where judgment is needed.
AI Agents / Deadlines and Workflow
When every case needs an expert present for hours of intake and comparison, revenue is capped by one calendar.
This agent guides clients through your process on their own schedule, compares answers, resolves what it can, and brings in your expert only where human judgment is required.
Amanda Singer, CEO, DivorceSettled
The original build includes e-signatures, document checklists, payments, PDF export, and a multi-tenant design for licensing. The same pattern works for any structured intake.
Every AI output is stored with its prompt and confidence. Anything uncertain goes to your expert, not around them.
If your process follows the same structure every time, a client can follow it too.