Every inquiry becomes a conversation.
Everything in Partner, plus proactive outreach. The moment a prospect submits an inquiry on your website, your AI calls them personally — turning form submissions into live conversations while the lead is still warm. If a caller needs to step away or accidentally ends a call mid-intake, your AI follows up to finish the matter. Paired with CRM sync, reminder calls, and priority support, nothing in your funnel goes unattended.
Month-to-month. Cancel anytime. No setup fees, no long-term contract.
Everything you get with Principal.
Everything in Partner
All chat, all inbound voice, all the analytics and team tools. Principal adds the entire outbound layer — the follow-up engine that turns every inquiry into a live conversation.
Proactive callback on every web inquiry
The second a form is submitted on your site, the AI calls the prospect back personally — with form data already in context. No waiting for the lead to call. They get your firm's attention while they're still evaluating you, not after they've called three other firms.
Mid-intake follow-up and reminder calls
If a caller needs to step away or accidentally ends a call mid-intake, the AI follows up to finish the matter — no re-introductions, no dropped threads. Warm consultation reminder calls cut no-shows before the consult, no generic SMS blast.
CRM sync (HubSpot native; everything else via workflow)
Qualified leads flow into your CRM the moment intake ends — contact, matter details, summary, recording, transcript — with no manual entry. HubSpot is a native two-way integration; Clio, Lawmatics, MyCase, Salesforce, Filevine, Zoho, and any other CRM with a webhook or API connect through our visual workflow builder. 600 AI-handled calls per month (inbound or outbound) and priority support with dedicated onboarding.
Principal is right for you if…
- Firms running paid acquisition that need to contact leads within minutes, not hours
- High-volume PI, mass-tort, and class-action firms running consent-based outreach with TCPA-aware workflows
- Multi-attorney firms that already run a CRM and need AI-to-CRM integration
- Practices tired of losing signed clients to faster-responding competitors
Pick up every time.
Live the same day, often within an hour. Month-to-month. No setup fees, cancel anytime.