Vetted Intake
Features/Core feature
Included in every build

Instant text-back

Confirmation while the caller is still on the line.

When consent and messaging rules allow, the caller can receive a prompt confirmation, next steps, and an intake link.

What it does
✓

Texts the caller within seconds of the call.

✓

Includes their confirmation and a secure intake link.

✓

Keeps the conversation going by SMS if they reply.

✓

Branded to your firm, from your number.

How it works
1

Call ends

The moment intake wraps, a text is on its way to the caller.

2

They get proof

Confirmation, next steps, and an intake link, in hand.

3

They have the next step

The caller leaves the interaction with written confirmation and a clear next step.

Why it matters
Stops the shop

Prompt written follow-up reduces uncertainty after the call.

Feels handled

Prompt follow-up confirms that the firm received the inquiry.

Fewer drop-offs

The intake link captures anything the call didn't.

See Instant text-back in your firm's workflow.

Review the consent and confirmation workflow; SMS is not active on the public demo.

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