Walk into Every Kickoff Call Prepared with AI Summaries
Before each case kickoff call, you’ll see a summary of key information based on the client’s intake and engagement—helping you be prepared without the extra prep time.
Why this matters:
Arriving well-prepared, empathetic, and informed enhances the client experience, building trust and personalization from day one.
What’s included in your AI kickoff call summary:
Client goals in their own words (e.g., "Get divorced and keep the house")
Unrealistic or problematic expectations surfaced
Services purchased with what’s included/excluded
Info collection completion status
Upcoming events – court dates, mediations, RFOs, etc.
Attorney cues – brief personality snapshot
Your AI summary automatically appears in your Marble Home before each scheduled case kickoff call. Use these summaries to build trust faster and start every case strong.
Note:
Our AI kickoff call summaries are designed to save you time, but we’re still refining the system. Some information may not be fully accurate, so please double-check details before your call. If you notice any inconsistencies, let us know—your feedback helps us make the summaries better.
