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Private AI Intake & Triage

Nothing slips through

Work arrives by email, web form, phone, ticket, and referral — then sits while the right person is busy elsewhere. This is a front desk that never blinks. It reads each new request the second it lands, works out what's actually being asked, ranks it by urgency, sends it to the right person, and drafts the reply. All of it runs on your own hardware, behind your own walls — so the contents of those messages never leave the building.

New patient — knee MRIUrgent
Invoice questionBilling
Quote: 40 access pointsSales
After-hours voicemailRoutine
Partner referralIntake

A request's journey

Caught, understood, and handled — in seconds

1

Caught the moment it lands

An email, a contact form, a voicemail, a help-desk ticket, a partner referral — all of it flows into one stream. Nothing slips into a junk folder or a shared inbox no one watches.

2

Read for what's actually being asked

It looks past the subject line to the intent — a new client, an urgent complaint, a routine question, a quote request — and surfaces the details that matter. You see the point, not another unopened message.

3

Ranked by what matters now

Time-sensitive and high-value requests rise to the top; everything else lines up behind them. Your team works the right thing first instead of whatever shouted loudest.

4

Routed to the person who owns it

Each request goes straight to the right person or team, full context attached. No forwarding chains, no "who's got this?", no handoffs left on the floor.

5

Answered with a draft already waiting

A first reply sits ready — in your voice, with the right next step — so staff edit and send instead of starting from a blank page. Faster answers, one consistent tone, nothing forgotten.

Fits your front desk, not the other way around

Built around how your team already works

The same engine learns the language and priorities of your trade. Here's what that looks like across three very different shops.

A busy clinic

New-patient requests, refill questions, and scheduling land together, sorted by urgency and routed to the front desk or the right provider. Sensitive details stay on-site — they never travel to an outside service.

A law office

Intake forms, referrals, and after-hours inquiries are read and triaged the moment they arrive, with a conflict-aware first reply drafted for the team. Privileged matters stay inside your own walls, under your own keys.

A trades or field business

Service calls, quote requests, and repeat-customer emails get captured across every line, prioritized by job value and timing, and dispatched to the right crew with the address and details ready to go.

Watch your own intake get handled in seconds

Bring a week of your real inbound — the messy mix of email, forms, calls, and tickets — and we'll show you how it gets caught, sorted, routed, and answered. On your hardware, with your data never leaving the room.