Client IntakeClient intake software that finishes the intake instead of starting it
Most chatbots capture a name and an email and leave the intake for a person to do in the morning. Workup Agent, by Micronetbd, answers the phone and the website, asks your questions in your order with the follow-ups a form cannot ask, verifies the lead and routes a finished file into the CRM or intake system you already run. Automated intake, 24/7, for one flat plan.
Both reach the AI receptionist itself, any hour. Or leave your number with the assistant in the corner of this page and a person from Micronetbd calls you back within one business day.
Greet, qualify, verify, route, brief
Intake in five steps, the same on the phone, in chat and by voice in the browser.
Greet
Opens in context, using the page the visitor is on or the reason the caller gives, by text or voice.
Qualify
Your criteria, conversationally. Branches on answers; required fields cannot be skipped.
Verify
Confirms the email address, captures consent, flags anything that needs a person now.
Route
Your rules decide who gets it. Urgent files page someone.
Brief
A structured file with a human summary on top, so the callback starts from page two.
Bounded on purpose
No legal advice, no case evaluation, no promises about outcomes. The limits hold.
How it works
Set up per business: your number, your greeting, your questions, your urgent rules.
Your line stays yours
Calls ring your desks as they do today. Unanswered after four rings, or after hours, they forward to Workup Agent. Or give out a number we provision.
It greets and answers
A natural voice, your greeting, your business name. It asks who is calling and why, and answers questions from your own information, never the open internet.
It takes the whole message
Name, best number and time, the reason, your questions in your order, read back to confirm.
Urgent goes to a person
Matters you define as urgent are transferred live to the phone you choose. Everyone else gets a promised callback.
Your team hears in seconds
An alert with the caller, the reason and the transcript, then a daily call log every evening.
It answers our own phone
Try the intake it would run for you: call it, text it, or open the assistant in the corner of this page.
- Runs live on micronetbd.org, matterorbit.com and workpm.ai, and on the Micronetbd main line (609) 435-1960 after four rings
- Works on any website, added with one script tag, and on your phone line
- Verified email before routing; consent captured; deadline flags for your team, never for the claimant
- Every call logged with a transcript, written as the call runs
- Alert within seconds, daily call log every evening
- Built and supported by Micronetbd, in business since 2012, SOC 2 Type 2 audited
See the intake it would run for your firm
Bring your questionnaire. We will show you the conversation, the file and the routing in thirty minutes.