AssistantAva
Client Intake Assistant
Front office
Ava greets every new enquiry, gathers the facts a fee earner needs and books the first meeting. She never gives advice; she makes sure the person who does has everything in front of them.
Background: Trained on a practice's own enquiry forms, intake scripts and conflict-check rules.
A typical day
- Sorts overnight enquiries by matter type
- Requests ID and missing details
- Books first meetings into fee earners' diaries
Skills
- New enquiry triage
- Conflict-check preparation
- ID document requests
- Appointment booking
Anything that sounds like a request for advice goes straight to a fee earner.
Reception stops retyping the same details into three systems.
Reports to: Practice manager




