Legal, Accounting & Consulting Practices
Automate client intake and consultation scheduling.
Law firms, CPA practices, and consultants spend hours on manual client intake. Catalyst Point AI automates initial questionnaires, qualifies prospective clients, and books discovery calls.
24/7 Consultation Booking
Qualify prospective clients over the phone or web and schedule initial paid/free consultations directly.
Automated Client Intake
Collect required documents, conflict-check details, and background facts before the first human meeting.
Status Update Automation
Keep clients informed regarding case milestones, tax filing statuses, or project deliverables automatically.