Law & Financial Services
Give every new client a confident first call, even when you are in session. Brio is a trained intake assistant who never lets a serious matter go to voicemail.
For legal, tax, and advisory work, the first call is often the moment a client decides whether to trust you, and voicemail sends the wrong signal. Brio delivers a polished intake experience whenever someone calls. It captures caller details and matter type, asks qualifying questions that you define, schedules consultations, and clearly explains next steps, expected timelines, and what documents to bring. During busy days and after hours, every inbound lead is acknowledged and organized, so your attorneys or advisors walk into each consult with context rather than trying to piece together rushed callbacks and scattered notes.
What Brio Handles For You
Let Brio take care of the calls so you can focus on what matters most
Custom Intake Questions
Ask the qualifying questions that matter for your practice area.
Consultation Booking
Schedule initial consultations directly into your calendar.
Document Prep
Tell clients exactly what to bring to their first meeting.
Professional Image
Every caller gets a polished, confidential first impression.
Ready to stop missing calls?
Join thousands of businesses that trust Brio to handle their calls 24/7. Set up takes minutes, not weeks.