Case study Concept build

Castellan Law

After-hours intake for a five-solicitor firm. A concept for a small firm whose best enquiries arrive in the evening: the agent takes the details, runs the conflict-check questions and books a consultation, without ever giving advice.

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The code, from day one
Type
Concept build (fictional brand)
Industry
Legal
Services
Voice agents, CRM & integrations
Castellan Law: the finished build
Castellan Law: 3D cover illustration for this concept build
Concept build

A concept build: a fictional brand we designed to show what this looks like. It is not a client engagement and the numbers are modelled, not measured.

The challenge

What needed solving.

A person with a legal problem rings several firms. The first to answer and offer a time usually wins the instruction, and the first calls often arrive after the office closes.

The approach

What we did.

Each step below is something you can see and approve before the next begins.

  1. Intake without advice

    It collects who, what and when, and states plainly that it cannot advise.

  2. Conflict-check ready

    The names and parties a fee earner needs are captured in a structured form.

  3. Book the consultation

    It offers real slots in the right solicitor’s diary and sends a confirmation.

  4. Confidential by design

    Access is limited by role and every record has an audit trail.

What was built

The deliverables.

  • AI receptionist with legal intake script
  • Structured matter-intake form
  • Consultation booking
  • CRM record and matter-opening task
  • Confidentiality and retention settings

Stack

  • Voice agent
  • Calendar API
  • CRM
  • Audit log

Worked example

the value of answering first

Worked example

Assumptions

After-hours calls per week
8
Share that are genuine new matters
40%
Instruction rate if called back next morning
20%
Instruction rate if booked immediately
30%
Average matter value
£1,800

The arithmetic

  1. Genuine new matters per week8 × 40% = 3.2
  2. Extra instructions per week3.2 × (30% − 20%) = 0.32
  3. Per year (52 weeks)0.32 × 52 ≈ 16.6
  4. Extra fee income per year16.6 × £1,800 ≈ £29,900

Modelled from the assumptions shown. The uplift in instruction rate is an assumption, not a measurement.

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