Intake capture

Every call owned. Then the system decides what happens next.

Aircall’s AI Voice Agent plus HubSpot logging, matching, and follow-up workflows — specified so intake does not invent a second source of truth.

LS-LP-IN Intake REV A
Live call: capture, log, Q&A, then HubSpot takes the next step.

What this actually does

Call logged with an intake summary

Inbound calls land on the timeline with the Voice Agent activity and the answers that matter.

Matched to the existing contact

Phone and email from the call hit the right record. No duplicate. Clean attribution.

HubSpot workflows ready

Assign to intake, create follow-up tasks with an SLA, move the stage, notify the attorney.

Book the demo

Prefer email? hello@lloydsolves.com

Before you build anything else

Design the future of your firm before anyone starts clicking.

A 20–30 minute Future Design Call decides whether the right next step is a Blueprint, a Sprint, or simply a referral. No pitch. Just clarity.

Not a fit if you already know exactly what to build and just need a builder. We'll happily refer you.