SmAutomateAI builds AI lead response and intake systems for personal injury law firms, med spas, and cosmetic dental practices. When an expensive inbound lead calls or submits a form, the system answers immediately, qualifies them against your own rules, follows up by text, and helps get the consultation booked before they go to a competitor.
Built and tested internally first. It never speaks to a real caller until you approve it.
Each build is configured around your own intake script, qualification questions, and escalation rules — not a one-size-fits-all bot.
Screens case type against your own criteria, captures the facts a paralegal needs, and books the consultation before the caller tries the next firm.
See how it worksCaptures treatment interest, flags anything clinical for your team, and books the consultation while the lead is still warm.
See how it worksSeparates urgent calls from elective enquiries, then books the cosmetic consultation with the right clinician and the right slot length.
See how it worksA personal injury caller, a med spa consultation inquiry, or a cosmetic dentistry lead is almost always comparing more than one provider in the same sitting. If your line is busy, your team is with someone else, or it’s after hours, voicemail is usually the end of the opportunity — and the start of a call to whoever picks up next.
One unanswered call or unattended form during a busy day can be a signed case, a booked treatment package, or a full patient relationship — handed straight to a competitor instead.
A prospective client calls at 7:42 PM with an urgent, high-value request. What happens next decides whether they become your client or your competitor’s.
Result: lost case, lost client, lost referrals.
Result: the consultation is booked before they call anyone else.
Every system is configured around your intake script, qualification rules, and escalation path, so every call or form fill is captured the way your business actually works.
Answers every inbound call or form fill — daytime overflow, after hours, weekends, and holidays.
Recognizes time-sensitive requests, asks the right questions, and flags priority cases.
Books consultations, exams, and appointments directly into your available windows.
Captures case facts, treatment interest, or procedure interest — whatever your intake script requires.
Collects the specific context each request needs — financing interest, insurance, or referral source.
Texts confirmations and follow-ups, and keeps the conversation alive if a caller can’t talk.
Delivers a clean summary and full transcript of every call so nothing is lost in translation.
Routes the qualified lead to your team, calendar, or CRM/case management system with all the details attached.
The flow mirrors a trained front desk: answer fast, understand the request, gauge priority, capture the details, and route it to the right place — then follow up automatically.
Picks up on the first ring, 24/7, so no lead is sent to voicemail.
Determines what the lead needs — case type, treatment interest, or procedure interest.
Detects time-sensitive requests and prioritizes them against your rules.
Collects name, phone, and the specific details your intake script requires.
Books the consultation, hands a callback to your team, or escalates to the right person.
Sends SMS confirmation and follow-up, and logs the summary into your workflow.
Enter your own numbers — every figure below is an estimate to help you size the opportunity. Your free audit checks the real leak against your call and intake records. For a version built around your industry, with the full formula published, use the law firm, med spa, or dental calculator.
Adjust the inputs to estimate missed leads per month, lost bookings, and estimated yearly revenue leakage.
Estimates only, not guarantees. Assumes a missed or slow-followed-up lead would book at the same rate as one you reached quickly. Your free speed-to-lead audit tightens these numbers using your own call and intake records.
A qualified lead does not just get answered — it gets handed off. Depending on your setup, that means a booked slot on your calendar, a text to the right person, or a new record in your case management or CRM system, without anyone re-typing a thing.
The system books directly into your calendar, notifies your team by call, SMS, or email, and logs every lead into whatever your practice or firm already runs on — so nothing falls through the gap between “call answered” and “consultation scheduled.”
We confirm exactly what’s possible for your specific tools and plan during your audit, and we won’t claim a connection we haven’t actually built and tested for your business.
We build the AI flow internally first. You test it. You approve it. Only then does it go live. No risk to your reputation, and no caller ever reaches a version you haven’t signed off on.
No big-bang switch. We audit the leak, build the flow, test it with your team, deploy approved coverage, and keep optimizing against real call data.
01
Review missed calls and forms, after-hours volume, booking rate, and intake handoff.
02
Configure intake scripts, qualification fields, routing logic, and SMS follow-up.
03
You and your team run real scenarios and approve how it handles them.
04
Turn on the approved missed-call, after-hours, and overflow coverage.
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Tune the flow against live call data, booking rates, and team feedback.
The questions owners and office managers ask most about control, priority, routing, booking, and whether it changes how the practice runs.
Primarily personal injury law firms, med spas, and cosmetic dental practices across the United States — businesses where an inbound call or form fill is often worth thousands of dollars and where prospective clients are actively comparing more than one provider. We also continue to serve HVAC contractors, the vertical we started in.
No. It’s built to back up a front desk or intake team, not replace one. It covers missed, after-hours, and overflow contact points and hands your team a clean, structured record. Practices that try to eliminate the front desk entirely usually find the interactions that need a real person are the highest-value ones.
Yes. The flow is built to classify intent — a case type, a treatment interest, a procedure interest, or a job type — then collects the specific details each one needs before routing or booking it.
No, and it’s built specifically not to. It does not evaluate a case’s merits, discuss legal deadlines, diagnose a condition, or recommend a treatment or procedure. Anything that requires professional judgment gets escalated to your team rather than answered by the AI.
Yes. Most clients start with after-hours, weekend, and overflow coverage so the AI only picks up what your team would otherwise miss. Your staff keeps handling live calls; the AI catches the rest.
Yes, depending on your setup — directly into your calendar, a preferred-window request, a hold, or a qualified callback routed to your team for final scheduling.
Yes. We build the flow internally first. You and your team call it, message it, and test edge cases. It does not speak to a single real caller until you have approved how it handles things.
It’s configured to collect only what your practice’s or firm’s own intake process asks for, and we walk through your specific privacy and confidentiality requirements during setup. We do not claim a blanket compliance certification — we would rather tell you precisely what has been built for your business than imply something broader.
We’ll review where calls and form fills are missed, how many opportunities may be slipping away, and what an internal test of an AI system would look like for your practice or firm.
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