Imagine having an assistant who never sleeps, never takes a day off, knows everything
about your business, and is always there ready to help and recruit anytime, day or night.
Meet Max, Your 24/7 Smartest New Employee
Solutions That Streamline, Efficiency That Matters
Click Below and Experience Him for Yourself...
Talk to Max, John Howie's Virtual Assistant!
We know that time is your most valuable asset. Lauren, our advanced Voice AI assistant, is designed to be your tireless advocate, intelligently engaging your current agent and prospective recruit calls, expertly building buzz around Final Expenses Express, and effortlessly booking calls, so you can transform potential into profit without missing a beat.
Transform Your Website Into A Smart Website
By Giving It A Brain And A Mouth
Incoming Calls
Your 24/7 AI Receptionist Team
Never miss an important call again—Aiva acts as your always-on virtual receptionist, handling every inbound inquiry with speed and professionalism. From answering questions to scheduling meetings and transferring calls, Aiva ensures seamless call management at scale, so your business stays responsive without the overhead.
Instant Call Answering – Greets callers instantly, every time.
Smart Inquiry Handling – Answers common questions accurately, reducing the burden on your team.
Seamless Appointment Scheduling – Books meetings directly into your calendar without human intervention.
Live Call Transfers – Routes urgent calls to the right person in real time.
Scalable & Cost-Effective – Functions as a full receptionist team without the added payroll costs.
With Aiva managing your inbound calls, you can focus on growing your business while delivering a top-tier customer experience. No more missed opportunities—just seamless, professional call handling 24/7. No sick days. No turnover. No training headaches.
Outgoing Calls
Your 24/7 Outbound Sales Force
Never miss an opportunity again—Aiva works around the clock to handle outbound calls with precision and efficiency. Whether it’s engaging leads, scheduling appointments, or delivering important notifications, Aiva ensures every call is handled professionally, so your business stays ahead without the overhead.
Automated Outbound Calling – Engages leads, follows up with clients, and handles scheduling effortlessly.
Lead Nurturing & Follow-Ups – Keeps prospects engaged and moves them through the sales pipeline.
Personalized Notifications & Reminders – Ensures clients never miss important updates or appointments.
Follows your exact sales script every time
Scalable & Cost-Effective – Reach more prospects and follow up at scale without adding extra staff.
With Aiva, outbound calling is no longer a bottleneck—it’s a powerful, automated tool that drives growth. Keep your business running smoothly, capture more leads, and deliver a seamless client experience, all without lifting a finger.
Live Call Transfers
Seemless, Instant Connections
When a conversation needs a human touch, Aiva makes live call transfers effortless. Whether it's a high-priority inquiry or a qualified lead ready to engage, Aiva ensures smooth, real-time handoffs—eliminating delays and keeping your business moving at the speed of your customers.
Instant Live Transfers – Connects callers directly to the right team member in real time.
Seamless Handoffs – Ensures a smooth transition without frustrating delays or dropped calls.
Smart Lead Routing – Automatically qualifies and directs leads to the right sales rep.
Customizable Transfer Rules – Set conditions for when and how calls should be transferred
Enhanced Customer Experience – Reduce wait times and increase satisfaction with immediate support.
With Aiva, no lead goes cold, and no opportunity is missed. Real-time call transfers mean your team connects with the right people at the right moment—boosting conversions, improving service, and keeping your business ahead of the competition.
Customer Support Reimagined
Client Inquiries - Instant, Accurate, Personal
Every client interaction matters, and Aiva ensures each one feels personal, responsive, and efficient. With advanced AI, Aiava understands inquiries in context, providing accurate answers instantly—saving your team time while keeping clients engaged and satisfied.
Instant, Accurate Responses – Answers common questions quickly and correctly, reducing wait times.
Context-Aware Conversations – Understands past interactions for seamless, personalized communication.
24/7 Availability – Ensures clients get the information they need anytime, without delays.
Trust-Building Engagement – Provides clear, helpful responses that enhance credibility and client confidence.
Seamless Handoff to Humans – Transfers complex inquiries to your team when a personal touch is needed.
Aiva doesn’t just answer questions—it delivers a concierge-level experience that builds trust and strengthens client relationships. With every interaction handled efficiently and professionally, your business stands out for all the right reasons.
Effortless Scheduling
Calendar Integration Simplied
Stop wasting time on back-and-forth scheduling—Aiva handles it all. With advanced AI-powered automation, Aiva seamlessly manages appointment booking, so you never miss an opportunity. Whether it’s inbound or outbound calls, our intelligent assistant ensures your calendar stays full without the hassle.
CRM Calendar Integration – Appointments are booked directly onto your schedule in real time.
Inbound & Outbound Scheduling – Aiva manages both incoming inquiries and proactive appointment setting.
Lead Qualification & Booking – Instantly identifies qualified leads and secures appointments without manual input.
Follow-Up Management – Ensures timely reminders and rescheduling for a smooth customer experience.
Time-Saving Automation – Reduces no-shows, eliminates scheduling conflicts, and keeps your business running efficiently.
With Aiva handling your scheduling, you can focus on what truly matters—growing your business and delivering exceptional service. Let AI do the heavy lifting while you enjoy a fully booked calendar and happier clients.
Workflows and Automations
Limitless Possibilities, Zero Boundaries
Supercharge your automation with Aiva’s seamless integration into your CRM workflows. Whether it’s inbound or outbound calls, Aiva works in perfect sync with your automations and triggers, ensuring every interaction is handled efficiently and intelligently.
Seamless Integration – Effortlessly connects with your existing workflows and automations.
Intelligent Call Handling – Automates both inbound and outbound interactions with precision.
Customizable Triggers – Set up actions tailored to your business needs, from lead follow-ups to appointment confirmations.
Scalable Automation – Adapt and refine workflows as your business grows, with no limits on customization.
Time & Resource Optimization – Reduce manual workload while enhancing efficiency and responsiveness.
With Aiva, your workflows work for you—not the other way around. Automate, optimize, and scale effortlessly, giving your business the flexibility to operate smarter and faster. The only limit? Your imagination.
Stop Letting Thousands in Revenue Slip Away
Rethink Voice AI—Here’s How to Turn It Into Your Competitive Advantage
Boost Client Retention
Voice AI revolutionizes business operations by providing 24/7 instant responses and personalized interactions, boosting client retention, enhancing support, and keeping customers engaged.
No More Missed Opportunities
Never miss another opportunity! Capture and handle inbound leads 24/7, ensuring every potential client is engaged and every sales call is answered, day or night.
Increase Sales Growth
Voice AI automates follow-ups, qualifies prospects, and optimizes conversations for higher conversions—allowing businesses to scale effortlessly without adding to overhead.
Inbound AI Voice Agent
Outbound AI Voice Agent
1. 24/7 Multilingual Legal Intake
Benefit: Clients get immediate assistance—anytime, in English or Spanish—to report injuries, request consultations, or ask urgent questions.
Why this matters: Karl serves diverse clients across North Carolina, including Spanish-speaking workers’ compensation claimants. Round-the-clock multilingual support ensures no case is missed due to language barriers or after-hours emergencies, reinforcing Maginnis Howard’s reputation for accessibility.
2. Intelligent Case Routing
Benefit: Calls are routed based on case type (e.g., personal injury, workers’ comp) or urgency (e.g., statute of limitations deadlines).
Why this matters: Ensures clients like construction accident victims reach paralegals familiar with OSHA regulations immediately. This reflects Karl’s commitment to personalized, efficient service—even before retaining the client.
3. CRM-Integrated Personalization
Benefit: The AI greets repeat callers by name, references past interactions, and continues ongoing case discussions.
Why this matters: Clients feel recognized and valued, mirroring Karl’s hands-on reputation. Eliminates the frustration of repeating details, building trust from the first call.
4. Compliance-Focused Dialogue Flows
Benefit: Can use legally compliant scripts (e.g., confidentiality disclaimers, intake questions for NC personal injury claims).
Why this matters: Protects the legal practice from ethical risks while ensuring accurate case screening. Clients perceive Maginnis Howard as meticulous and authoritative.
5. Automated Routine Intake Tasks
Benefit: The AI collects contact details, incident dates, and insurance info—freeing paralegals for complex case analysis.
Why this matters: Can reduce the team’s administrative workload by allowing focus on high-value tasks like depositions or settlement negotiations.
6. Real-Time Case Analytics Dashboard
Benefit: Tracks call trends (e.g., spikes in workplace injury claims), client sentiment, and intake conversion rates.
Why this matters: Empowers Karl to spot opportunities (e.g., rising construction accidents in Raleigh) and adjust marketing or staffing proactively.
7. Branded, Compassionate Voice Personality
Benefit: The AI speaks with empathy and professionalism, aligning with Maginnis Howard’s “relentless advocacy” ethos.
Why this matters: Injured clients feel heard and supported—even during automated interactions—strengthening Karl’s reputation as a caring attorney.
8. Clio Legal CRM Integration
Benefit: Syncs intake data directly into Karl’s Clio account for seamless case management.
Why this matters: Eliminates manual data entry errors and lets your team act faster—critical for time-sensitive workers’ comp claims.
1. Proactive Case Follow-Ups
Benefit: Automatically calls clients with pending consultations to confirm appointments or gather missing details.
Why this matters: Reduces no-shows and ensures our team is fully prepared for each consultation—maximizing case acceptance rates.
2. Statute of Limitations Reminders
Benefit: Alerts personal injury clients of approaching deadlines (e.g., 3-year limit in NC) to file claims.
Why this matters: Protects clients from losing their right to sue and positions you as a vigilant advocate.
3. Retainer Agreement Renewals
Benefit: Notifies clients when retainers are expiring and offers easy renewal options.
Why this matters: Secures recurring revenue for your practice while giving clients peace of mind about ongoing representation.
4. Post-Consultation Feedback Surveys
Benefit: Calls clients after meetings to ask about their experience and satisfaction.
Why this matters: Provides actionable insights to refine your intake process and highlight his team’s strengths in client reviews.
5. Legal Workshop Invitations
Benefit: Invites clients to Maginnis Howard’s “Know Your Rights” seminars or webinars.
Why this matters: Positions you as a community educator and nurtures long-term relationships that lead to referrals.
6. Critical Deadline Alerts
Benefit: Calls clients 48 hours before court dates, mediation sessions, or document submissions.
Why this matters: Prevents missed deadlines that could jeopardize cases—a hallmark of Karl’s meticulous practice.
7. Tailored Cross-Sell Opportunities
Benefit: Suggests complementary services (e.g., estate planning for injury clients with settlements).
Why this matters: Increases revenue while addressing clients’ holistic needs, enhancing loyalty to your practice.
8. Multilingual Client Education
Benefit: Delivers case updates or legal FAQs in the client’s preferred language (e.g., Spanish).
Why this matters: Empowers non-English-speaking clients to stay informed, reducing confusion and reinforcing Karl’s inclusive values.
Problem
Voice AI Solution
Benefit
1. Inefficient Client Intake
New‑client calls get hung up in lengthy screening, and staff spend too much time collecting basic info.
Automated Pre‑Screening & Data Capture
A Voice AI can guide callers through a structured intake questionnaire—capturing name, contact, nature of dispute, key dates—then draft a summary for staff review.
Benefit: Faster, more complete intake data
Why this matters: Builds client trust through reliable booking and reduces lost revenue from no‑shows or overlaps.
2. Missed or Double‑Booked Appointments
Growing caseload leads to calendar conflicts and client frustration.
Smart Scheduling Assistant
Integrate Voice AI with the firm’s calendar (e.g. Google Calendar, Clio). The AI checks availability, offers time slots, and books or reschedules automatically.
Benefit: Zero scheduling conflicts
Why this matters: Builds client trust through reliable booking and reduces lost revenue from no‑shows or overlaps.
3. High Volume of Routine Questions
Staff field repetitive calls about case status, fees, or next steps.
24/7 FAQ Hotline
Program the AI with answers on billing, case timelines, severance agreements, personal‑injury process, etc., reducing staff load.
Benefit: 24/7 self‑service for common inquiries
Why this matters: Cuts repetitive calls by staff, lowering overhead and ensuring clients get prompt answers anytime.
4. Late or Forgotten Deadlines
Multi‑jurisdictional rules (TCPA, FDCPA, NCCAA) make tracking deadlines tricky.
24/7 FAQ Hotline
Program the AI with answers on billing, case timelines, severance agreements, personal‑injury process, etc., reducing staff load.
Benefit: Proactive deadline alerts
Why this matters: Prevents missed filing dates and potential malpractice, safeguarding firm reputation and client outcomes.
5. Slow Document Retrieval
Locating the right contract, medical record, or deposition transcript can eat up hours.
Voice‑Activated Document Search
Enable “Ask Karl’s AI” to fetch and read summaries of files stored in the document management system.
Benefit:
Instant access to key files
Why this matters: Accelerates preparation for hearings and client calls, boosting efficiency and responsiveness.
6. Inconsistent Follow‑Up with Leads
Potential clients drop off if not engaged quickly after initial inquiry.
Automated Call‑Back Sequencer
When a lead doesn’t convert immediately, Voice AI leaves personalized voicemail or texts with next steps, then schedules follow‑up.
Benefit:
Consistent, timely lead engagement.
Why this matters: Increases consultation bookings and revenue by re‑engaging prospects before they go elsewhere.
7. Intake in Multiple Practice Areas
Different workflows for TCPA claims vs. personal‐injury vs. employment law.
Dynamic Workflows by Practice Area
AI triages the caller’s issue—TCPA, TILA, FDCPA, employment, personal injury—and routes to the appropriate questionnaire and staff member.
Benefit:
Tailored questionnaires per matter type.
Why this matters: Delivers a specialized experience that improves data accuracy and routes callers to the right expert.
8. Managing Client Expectations
Clients often unsure about next steps, resulting in repeated status calls.
Automated Status Updates
Voice AI checks case‑management software and provides callers with up‑to‑the‑minute status (“medical records received,” “response filed”).
Benefit:
Real‑time case progress reports.
Why this matters: Reduces client anxiety and inbound status calls, strengthening client trust and retention.
9. Intake Outside Office Hours
Potential clients calling nights/weekends go unanswered or reach generic voicemail.
24×7 Virtual Receptionist
AI answers outside business hours, collects critical info, and schedules a follow‑up call with Karl’s team next business day.
Benefit:
Non‑stop intake and scheduling.
Why this matters: Captures leads that would be lost after hours, expanding the firm’s potential client base.
10. Gathering Conflict‑Check Data
Before taking a new matter, staff must screen against existing and past clients—a manual, error‑prone process.
Automated Conflict Screening
The AI asks for all relevant party names, matches them against the CRM, and flags any potential conflict for human review.
Benefit:
Immediate conflict alerts.
Why this matters: Mitigates ethical risks and speeds up engagement, ensuring compliance and protecting the firm.
11. Billing and Trust Accounting Queries
Clients call with questions about invoice items, retainer balances, or trust account status.
Secure Billing Assistant
After identity verification via PIN, the AI can read current trust balances, upcoming invoice amounts, or explain billing categories.
Benefit:
On‑demand trust balance & invoice info.
Why this matters: Improves transparency, reduces billing disputes, and enhances client confidence.
12. Preparing for Hearings & Depositions
Ensuring witnesses and experts know when/where to appear.
Automated Witness Coordination
Voice AI reaches out to witnesses, confirms availability, provides time/location, and gathers any outstanding documents.
Benefit:
Confirmed witness attendance.
Why this matters: Minimizes no‑shows and last‑minute scheduling issues, ensuring smooth proceedings.
Cracking the Code: Real Solutions for Today's Insurance Agent
The Done-for-You Difference
Join us as we reveal the exact CRM, automation, and recruitment tools
that empower agents and agencies to overcome challenges and achieve unparalleled growth.
Ready to Grow Faster and Work Smarter?
Join the growing list of businesses already transforming their operations with Voice AI. Our experts will show you how to implement this amazing technology customized specifically for your business needs.
If you’re tired of missed calls, lost leads, and inefficient processes, it’s time for a smarter solution.
We leverage AI to design custom voice automation and workflow solutions that solve your biggest business challenges—helping you streamline operations, boost sales, and enhance customer experiences without the extra workload.
Let’s build a smarter, more efficient future for your business. Are you in?
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