Law office
Conflict checks happen after the first meeting.
Sends the intake form before the consult, so you can run your conflict check before you approve the welcome.
The Roster
New Client Intake
Forms and missing documents
Included in every plan. Solo from $89/mo plus $99 setup. Extra roles $39/mo.
- Plan
- Every plan
- Setup
- A few basic questions
- Approval
- Nothing sends without your OK
- Works in
- Email today; texting on request
See it at work
Examples. Names and numbers are made up.
Sends your new-client form and what to bring, reads what clients send back, and asks for whatever is missing, every message held for your OK. Checking new names against your conflict list is on request.
more
What it handles
- New-client forms and questionnaires
- What-to-bring lists
- Collecting documents and asking for what's missing
- Labeling and filing what comes in (on request)
- Checking names against your conflict or eligibility list (on request)
- Your Monday report: welcomes and requests sent, what still waits
What waits for your OK
- Every welcome and every request for documents
- Engagement letters and welcome packets (on request)
- Name matches and applicants outside your rules (on request)
What it never does
- Promise a price, date or time you haven't set
- Spend your money or agree to a charge
- Pretend to be a person. If asked, it says it's an AI assistant
- Guess. When it isn't sure, it hands the question to you
- Give legal, tax or insurance advice, or tell anyone they're approved
How businesses use it
Property management
Applications arrive missing pay stubs or ID.
Asks for the exact missing item by name.
Insurance agency
Quotes stall waiting on policy pages.
Collects policy pages and driver details before you start quoting.
Tax prep office
Client documents trickle in all spring.
Sends a checklist and asks for what is still missing. Filing and reminders are on request.
How it works
Every step, who does it, and where it waits for your OK. Nothing sends without your OK.
See the full workflow
What you'll provide
Everything it needs to do the job. You add it during setup.
Information
Facts about your business.
- Your intake form as a web linkRequired
For example a Google Form, Jotform or your practice software's form. No web form? The welcome lists the documents to send by email reply, and you hand any paper form over at the visit.
Takes about 10 minutes
- The documents you need from each clientRequired
So it asks for exactly what's missing.
Takes about 10 minutes
- Your conflict or eligibility listOn request
Checking new names against it is on request.
Access
Accounts it connects to.
- Your business email (Gmail or Google Workspace)Required
So messages come from your business. It gets its own seat, or you invite it.
Takes about 5 minutes
- A text line for clientsOn request
Texting is on request today. If you want it, it gets its own line and you keep your number.
- Where you keep client filesOn request
For example, a shared Google Drive folder or your practice software.
Decisions
Your rules. Email us a change any time and we make it.
- Who reviews name matchesOn request
Needed once name checks are set up.
- What always needs your OKRequired
Every message waits for your OK.
Takes about 2 minutes
You never send passwords by email or chat. You enter any login your roles need on a secure page we email you. It goes straight to your own private setup; we never see it. Each role gets its own work account, with its own email and calendar seat, or you invite it the way you'd invite a new employee. You can remove it any time. Texting is on request: if you add it, you keep your phone number and forward texts to its line.
After you hire
- 1Answer a few basic questions about how the job is done
- 2You add the items above during setup
- 3It starts in shadow mode: it drafts, you watch
- 4It goes live with your OK
Information
- Provider
- AgentRoster.AI
- Category
- Customers
- Plan
- Included in every plan. Solo from $89/mo plus $99 setup. Extra roles $39/mo.
- Setup
- Answer a few basic questions about how the job is done. One-time setup fee $99 to $299 by plan.
- Language
- English
- Works in
- Email today; texting on request
- Works with
- Gmail
- Approval
- Nothing sends without your OK
- Support
- Email hello@agentroster.ai
Your data
- Kept separate from every other customer's.
- Never sold. Never used to train AI.
- Stored in the United States.
- Deleted within 30 days if you cancel.
Details in our privacy policy and provider list.
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Questions
Does it replace my conflict check?
No. Today you run your own conflict check before you tap send on each welcome. Checking names against your list is on request, and even then every match comes to you and you make the call.
What happens to client files?
Documents clients email to it are kept for 7 years unless you pick another time during setup, then deleted. To delete a client's documents sooner, email "delete documents for" and their name from your own address. Your data is never sold and never used to train AI.
Will clients know it's AI?
It writes in your office's name and never claims to be a person. If asked, it says it's an AI assistant that handles intake.
Your next hire doesn't need a desk.
Founding rates for the first 50 businesses.