HOW IT WORKS

Set the standard for every first conversation.

Configure your AI tools to reflect the way your firm welcomes clients, answers routine questions, and books consultations.

01 / DISCOVER

Tell us about your firm

Start with your practice areas, office hours, frequently asked questions, intake preferences, and availability for consultations.

02 / CONFIGURE

Make it yours

Shape responses around your approved information, connect scheduling where appropriate, and decide when a person should step in.

03 / CONNECT

Keep the conversation going

Let the AI respond to calls and messages while your team follows up using the details, summaries, and bookings it captures.

Your firm remains responsible for deciding what information the assistant may share, how client information is handled, and when a qualified person takes over.
TAKE THE NEXT STEP

Ready when your
clients are.

See how the Marvic suite fits your practice.

Start your free trial