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Yantra Firms

For law firms, accountants and tax preparers

Every lead answered, checked and signed

Intake forms by practice area, a conflict check on every lead, an AI receptionist scripted never to give advice, and engagement letters out for signature the same day. Then the hours and the invoice, in Clockbook.

How the AI stays out of legal and tax advice
  • A conflict check on every lead
  • Scripted to stay out of advice
  • Self-serve setup

Who it's for

Built for the way your firm takes on clients

Law firms

Personal injury, family law, criminal defense, estate planning and more.

See how it works

Accounting firms

Bookkeeping, monthly accounting, payroll, business tax returns and more.

See how it works

Tax preparers

Individual returns, business returns, IRS notices and audits, back taxes and payment plans and more.

See how it works

One pipeline

From the first call to the paid invoice

1

Never miss a lead

Intake forms by practice area, an AI receptionist for the calls you can't take, and a booking link the moment someone asks for help.

2

Sign the client

Every lead checked for conflicts before you call back, then an engagement letter out for e-signature the same day.

3

Bill for the work

Billable hours on a timer or a timesheet in Clockbook, and invoices built from the time you already tracked.

4

Get found

A website with a page for every practice area, posts and local ads you approve, all pointing to your intake form.

What a missed inquiry costs

An inquiry you can't answer today may hire the firm that did

Someone with a legal or tax problem often calls the next firm on the list when nobody picks up. Put in your own numbers to see what the inquiries you can't answer the same day are worth.

Clients a month in missed inquiries
3
Their fees a year
$126,000

Arithmetic on your numbers: inquiries x not answered x hire rate x fee. Not a prediction; answering every inquiry does not mean every caller hires you.

The platform

The front office of a large firm, set up in an afternoon

Online intake

Every inquiry, captured the same way

Give prospects a form built for their kind of matter, on your firm's own link. Answers arrive structured, matters with a court date, an IRS notice or a deadline in the next 14 days are flagged urgent, and the people you choose get an email within minutes.

  • A form for each practice area, with the questions your intake staff ask on the phone
  • Urgent flags for court dates, IRS notices and deadlines in the next 14 days
  • Email alerts to confirmed addresses as soon as a lead comes in
  • A pipeline from New to Client, with every status change and note kept
  • Leads that come in by phone typed in too, so everything lives in one list
Learn more

Conflict checks

Know about a conflict before you call back

Each lead is checked against your conflict list (clients, former clients, adverse parties and related names) and against everyone who asked for help before. Exact and similar names are listed with why each one matters. It is an automated check: a lawyer reviews it and makes the call.

  • Checks the prospect and every other party they name
  • Catches similar spellings and company suffixes, like Northline Trucking Inc. and Northline Trucking, LLC
  • Earlier prospects count too: you owe them duties even when you never took the matter
  • When a lead becomes a client, the client and the parties against them join the list
  • Paste your current client list to start
Learn more

AI receptionist

Answer every call, even at 9 pm

Get a Yantra number and an AI voice agent that answers when you can't. It greets callers in your firm's name, asks the intake questions for their kind of matter, offers a consultation and hands off to a person when it should. Intake writes the agent's script from your practice areas, including the lines it must never cross.

  • A phone number, greeting, voice and call scenarios in Voice Ops
  • A script written from your practice areas and intake questions
  • Scripted never to say whether someone has a case, estimate an outcome, or give legal or tax advice
  • Hands urgent matters to a person
Learn more

Engagement letters

From consult to signed engagement in a day

Send your engagement letter for e-signature with Document Sign and see where each signer stands. When you turn a matter down, send a non-engagement letter the same way, so the declination is on record.

  • Your engagement letter saved as a template
  • Each signer's status at a glance
  • Non-engagement letters on record when you decline
  • Signed copies kept with the envelope
Learn more

Billable time

Capture every billable minute

Start a timer when you pick up a matter, mark it billable, and fill in your week on a timesheet. Clockbook time tracking keeps hours by project, so each client or matter gets its own line, and weeks go for approval before they are billed.

  • Start, pause and stop a timer, or add time by hand
  • A billable flag on every entry
  • Weekly timesheets with approval
  • Ask Yantra in chat to start or stop a timer
Learn more

The no-advice line

An agent that takes the facts, and leaves the advice to you

Giving legal or tax advice is your job, and the rules on unauthorized practice and solicitation are strict. The receptionist is built to stay on the intake side of that line.

It does

  • Collects the facts for the caller's kind of matter
  • Explains how your firm works and what happens next
  • Offers and books a consultation
  • Flags deadlines and urgent matters to a person

It never

  • Says whether someone has a case
  • Estimates an outcome, a settlement, a refund or a penalty
  • Interprets the law or tax rules for the person
  • Promises a result
Asked for advice, it says
"I can't give legal advice, but I can get your details to an attorney who can."
Read the compliance guide

Turn on what you need

Every tool, switched on from one place

Start with intake and the conflict check, add the receptionist and engagement letters, and bill from the same client list.

Online intakeIntake forms by practice area on your own link, with urgent matters flagged.AI receptionistAn AI phone agent that takes the facts and offers a consult, scripted never to give advice.Consultation bookingProspects pick a consult time right after they submit, from your own booking link.Email & text follow-upsFollow up with prospects who have not booked, with consent and opt-out handled.Conflict checksEvery lead checked against your clients, adverse parties and earlier prospects.Engagement lettersEngagement and non-engagement letters sent for e-signature.Client portalComing soonA secure place for clients to upload documents and message your team.Billable timeBillable hours by client and matter, on a timer or a timesheet, with Clockbook.InvoicingInvoices built from your tracked time, created in Yantra chat.Firm websiteA website with a page per practice area and an intake button on every page.Social postsOne draft, published as a post made for LinkedIn, Facebook, Instagram and more.Local adsAds shown to people near your office, approved by you before they run.Review requestsComing soonAsk happy clients for a review when a matter closes, where your rules allow.

How it works

Set it up yourself, take your first lead today

  1. 1

    Create your firm

    Pick law, accounting or tax and your practice areas. Each one starts with the questions firms like yours ask, and you can edit every one.

  2. 2

    Share your intake link

    Put it on your website, your Google profile and your email signature, and paste the agent's script into Voice Ops for the phone.

  3. 3

    Work the pipeline

    Leads arrive checked for conflicts and flagged when urgent. Book the consult, send the engagement letter, start the timer.

Get started

FAQ

Questions firms ask

The next client is already looking for a firm

Create your firm, share your intake link, and take your first lead today.

Read the compliance guide first