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.
- You own
- The code, from day one
- Type
- Concept build (fictional brand)
- Industry
- Legal
- Services
- Voice agents, CRM & integrations
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.
-
Intake without advice
It collects who, what and when, and states plainly that it cannot advise.
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Conflict-check ready
The names and parties a fee earner needs are captured in a structured form.
-
Book the consultation
It offers real slots in the right solicitor’s diary and sends a confirmation.
-
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
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
- Genuine new matters per week8 × 40% = 3.2
- Extra instructions per week3.2 × (30% − 20%) = 0.32
- Per year (52 weeks)0.32 × 52 ≈ 16.6
- 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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