Intake that stays
narrow, reviewed, and billable.
Law firms, accounting practices, and consulting shops should start with narrow intake capture and consult scheduling. Harbor can collect first-call context and route the next step, but the public site should not promise autonomous conflict clearance, retainer handling, or engagement-letter automation by default.
"The safe way to sell this is simple: capture intake, schedule the consult, and keep a human reviewing the sensitive parts."
Start with one workflow, run real test calls, review the logs, then decide whether the rollout deserves more volume.
What this agent actually does
Structured first-call intake
Collect names, contact details, practice area, urgency, and a short matter summary in a format your team can review quickly.
Consult scheduling
Book the next step or queue a callback once the intake meets the rules you set.
Conflict and sensitivity checkpoints
Use scripted prompts to gather information, but keep conflict review and legal judgment with your staff.
Bilingual intake by fit
Expand language coverage only where the script quality and review process are strong enough for the matters you take.
Practice management integration by scope
Push summaries into Clio, MyCase, or another system after the pilot proves the intake flow is reliable.
Operator-led tuning
Review transcripts, tighten the questions, and keep the workflow narrow enough that accuracy beats automation theater.
“Professional services buys this faster when Harbor is framed as a front-door workflow, not as a replacement for legal judgment or trust-account operations.”
Start with the AI workflow
that can make money today.
Harbor should win one real workflow first: after-hours reception, inbound overflow, or a narrow outbound test. Request a pilot, run real calls, and expand from evidence.
Real browser demo · Real callback demo · Managed rollout