AI intake for law firms, insurance agencies and advisors
Chatley is an AI intake agent for law firms, insurance agencies, and financial advisors. It answers every call, runs structured intake, schedules consultations, and handles routine inquiries 24/7, so no prospective client reaches a voicemail.
The platform is designed with compliance in mind and integrates with your CRM and calendar so every client call is handled professionally and securely.
Structured intake: the same questions, in the same order, on every call
Intake quality decides which matters and policies you can act on. Chatley's Structured Intake asks your questions in the exact order you define, on every call, whether it is 2 PM on a Tuesday or 11 PM on a Sunday. Nothing gets skipped because the caller was in a hurry or the receptionist was on another line.
Before the call ends, the agent reads the answers back to the caller and confirms them. The confirmed record is then pushed to your case management or agency system, so your attorneys and agents start from complete, verified information instead of a voicemail and a callback.
An AI receptionist for insurance agencies
Insurance agencies take calls for quotes, policy changes, certificates, billing questions and claims, often all in the same hour. Chatley acts as an AI receptionist for your insurance agency: it captures quote details in a consistent format, answers policy-service questions from your knowledge base, and routes claims and urgent calls straight to a licensed agent with the details attached.
After hours, every caller still reaches a live voice. New business inquiries are captured and booked into an agent's calendar, and existing clients get answers or a confirmed callback time instead of a voicemail box.
Start with your biggest call pain points
When deploying an AI voice agent for your firm, start with clear goals: more meetings scheduled, faster lead capture, or after-hours coverage. Define success and compliance requirements before you go live.
Every call type. Handled securely.
Financial and legal services firms need to capture every opportunity while staying compliant. Chatley provides a single voice layer that schedules advisor meetings, qualifies leads, and handles routine inquiries with the right disclosures and tone.
Best practices for financial and legal services voice AI
Implementing best practices ensures your voice AI supports growth while maintaining compliance and client trust.
Key Best Practices:
Compliant client intake and consultation scheduling
For legal and advisory practices, capturing prospective client inquiries with precision and appropriate disclosures is essential. Automated voice agents screen inquiries, record intake parameters, and schedule consultations directly with the appropriate practice group.
Design your flow around compliance and clarity. The voice agent should sound professional and follow your firm's standards, disclosures, and privacy requirements on every call.