AEROXIS · THE AI INTAKE TEAM

An AI intake team, live in 21 days.

It answers your after-hours and overflow calls and web forms, tells callers it's AI, screens and books the right ones — and follows up every new lead within minutes. Your team keeps final say.

WHAT IT DOES

The intake work
nobody has time for.

An AI employee that works your front door around the clock, inside the systems you already run.

A call, text or web form comes in
1

Picks up and says it's AI

Answers after-hours and overflow calls and web forms, and tells callers it's AI up front.

2

Screens by your criteria

Asks the questions you approve and screens each caller before your team spends a minute on them.

Sensitive, urgent or not a fit

Hands it to your team

Hands anything sensitive to a human on your team, by rules you approve.

Qualified 3

Books it in

Books the consult or job into your calendar or CRM, following your availability and rules.

4

Follows up within minutes

Responds to every new lead within minutes and follows up, so nobody waits until Monday.

Logs everything

Calls, forms, bookings and outcomes at every step, where your team can see them.

GUARDRAILS

Rules first.
Then it goes live.

We write the guardrails with you before it takes a single live call, and they are part of every monthly review. More on how we handle your data.

  • Tells callers it's AI.
  • Never gives legal advice.
  • Follows your price book — no improvised quotes.
  • Emergencies and upset callers go to a person.
  • Your systems stay the system of record.
  • Every service that processes your data is listed in writing before kickoff.

HOW IT WORKS

Four steps,
one accountable founder.

  1. 01 · 20 MINUTES

    Intake Review

    We walk through what happens to your calls, web forms and new leads today — and where they fall through.

  2. 02 · WITHIN 24 HOURS

    Fixed-price proposal

    You get a fixed-price proposal within 24 hours: scope, guardrails, the providers involved, and a go-live date.

  3. 03 · WITHIN 21 DAYS

    Build and go live

    Live within 21 days of kickoff. We build into your phone line, web forms, calendar and CRM — and you approve the scripts and test calls before it takes a live call.

  4. 04 · EVERY MONTH

    Managed monthly

    Monitoring, monthly tuning and a plain-English report. A founder stays accountable for it.

PRICING

One offer.
One price.

A fixed setup fee and flat monthly management. No per-minute surprises in the proposal.

SETUP · ONE-TIME

$12,500

  • Intake mapping
  • Build into your phone line, web form, calendar and CRM
  • Scripts & guardrails written with you
  • Test calls
  • Go-live

MANAGEMENT · MONTHLY

$1,500/ month

  • Hosting
  • Monitoring
  • Monthly tuning & report
  • Founder accountable

OUR ONE GUARANTEE

Live within 21 days of kickoff, or your first month's management fee is free.

That is the only guarantee we make. We do not promise cases, jobs or revenue.

FOUNDING CLIENTS

Our first 4 clients get setup at $10,000.

In exchange for a case study and reference calls. When the four places are taken, setup returns to $12,500.

OPTION A · SPLIT

50% at signing, 50% at go-live.

OPTION B · PAY IN FULL

Pay the setup in full at signing and save $1,000.

Secure checkout by Stripe · card or US bank account (ACH) · no account needed · promotion codes accepted

Prefer an invoice? We'll email one after your Intake Review.

BOOK

Book your 20-min Intake Review

We map what happens to your calls, web forms and new leads today, and tell you plainly whether an AI Intake Team is worth it. If it is, you get a fixed-price proposal within 24 hours.

FAQ

Straight answers
before you book.

What is an AI employee?

Software that does a defined job inside your business — here, answering and routing new enquiries — using AI, within rules you approve. It works in your phone line, web forms, calendar and CRM, and hands off to your people whenever the rules say so.

Will it replace my staff?

No. It takes tasks, not people: the after-hours calls, the first follow-up, the data entry. Your team gets that time back for the conversations and work that need a person.

Is it ethical for a law firm to use AI for intake?

Yes, with safeguards. Florida Bar Ethics Opinion 24-1 and ABA Formal Opinion 512 both allow lawyers to use AI when the safeguards are in place: the caller is told they are talking to AI, it gives no legal advice, client confidentiality is protected, and a lawyer supervises the work.

We build those safeguards into every intake team and document the data flow in writing. But the firm remains responsible for its own professional obligations — review both opinions with your ethics counsel before you go live.

What if it gets something wrong?

It is built to hand off rather than guess: anything outside its rules, anything sensitive and any upset caller goes to a person. Every action is logged, and we review the logs with you monthly and tune the scripts.

What does the contract look like?

Setup is a one-time fee and management is billed monthly. Terms are in your proposal, which you get within 24 hours of your Intake Review.

Who builds it?

The founders lead every build, working with vetted senior contract engineers under NDA and IP assignment. A founder stays accountable for your intake team after go-live.