Where consistency becomes growth
Katexs
AGENT BUILD · LAW FIRM · CHICAGO IL

Sterling Legal Associates

An AI intake agent that qualifies high-value cases after hours — 35% more consultations in 60 days.

4 days
Intake agent live
35%
More consultations
Daniel W. — Managing Partner
Daniel W. — Managing Partner
Sterling Legal Associates
★★★★★
The Problem

What was costing them before Katexs.

  • High value cases calling after 5pm going to voicemail — competitors with 24/7 answering winning those clients.
  • No intake system — receptionist manually qualifying every inquiry taking 30 minutes each.
  • A $25,000 case was missed on a Friday night before Katexs.
“A $25,000 case called Friday at 9pm. The AI captured it. Without Katexs we would have missed that entirely.”
The Katexs Build

What we built — step by step.

We built a Vapi intake agent on an ElevenLabs voice tuned for legal professionalism. The agent runs a structured qualification, captures case details, and writes a case record into the CRM pipeline with a calendar link for paid consultation booking. Live after 4 days of design, build, and real-call testing.

VapiElevenLabsCRMCal.comClaude
  1. 1
    Day 1
    Intake flow design and legal qualification script.
  2. 2
    Day 2
    ElevenLabs voice selection and Vapi agent built.
  3. 3
    Day 3
    Qualification logic tested and CRM case pipeline integrated.
  4. 4
    Day 4
    Live testing and deployment.
Workflow Diagrams

The actual build.

Live, draggable node diagrams — drag any node, watch the data flow.

LEGAL INTAKE CALL FLOW
1
Potential Client Calls
step 01
2
AI Answers
step 02
3
Case Type Identified
step 03
4
Conflict Check
step 04
5
Intake Form Sent
step 05
CASE QUALIFICATION LOGIC
1
Intake Received
step 01
2
Claude Reviews
step 02
3
Case Scored
step 03
4
High Value Flagged
step 04
5
Partner Alerted Immediately
step 05
GHL CASE PIPELINE
1
Qualified Case
step 01
2
GHL Contact Created
step 02
3
Case Stage Set
step 03
4
Retainer Email Sent
step 04
5
Consultation Booked
step 05
AFTER-HOURS INQUIRY LOG
1
Evening Call Logged
step 01
2
Transcript Saved
step 02
3
Case Summary Generated
step 03
4
Partner Reviews AM
step 04
5
Follow-Up Sent
step 05
Verified Katexs Build
Every workflow shown is a real deployed system.
Built in 4 days
From brief submitted to client live.
NDA Protected
Client details shared with permission only.
The Results

What changed after going live.

35%
More consultations
24/7
Intake coverage
4 days
To go live
“A $25,000 case called Friday at 9pm. The AI captured it. Without Katexs we would have missed that entirely.”
Daniel W. — Managing Partner
Daniel W. — Managing Partner
Sterling Legal Associates
★★★★★

Ready to get results like this?

Your build starts within 24 hours. Live in 3 to 6 days.

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