Keep your billable hours billable. Let AI handle the rest.
Law firms, accounting practices, financial advisors, consultants, and agencies trust AthenaText to handle new-client intake, consultation scheduling, and routine follow-ups over SMS so your team stays focused on the work that actually pays.
42%
of leads hire the first firm to respond. Slow intake is the single biggest leak in professional-services pipelines.
<8 sec
to reply with a real, qualifying SMS, day, night, weekend, or holiday. Reception desk never closes.
2x
booked consultations per week when intake, qualification, and scheduling run on SMS instead of email and phone tag.
Built for how modern firms actually win work
From solo practitioners to multi-office firms, AthenaText replaces the front-desk scramble with calm, consistent SMS intake fully controlled by your team.
New-client intake on autopilot
- Collects name, matter type, opposing parties, and jurisdiction over a natural SMS thread
- Conflict checks flag before your team even sees the inquiry
- Structured notes land in your practice-management system, not a sticky note
Consultations booked, not juggled
- AI books consultations straight onto the right attorney or advisor's calendar
- Confirmation, reminder, and reschedule links sent automatically
- Intake forms, engagement letters, and fee agreements delivered in the thread
Follow-through that wins referrals
- Polite, persistent nudges on signed engagement letters and deposits
- Matter status updates sent the moment something moves
- Review and referral asks timed to matter closure
From inquiry to engagement letter
Same clean flow whether the lead came in from an LSA ad, referral, your website, or a directory listing.
Inquiry arrives
Web form, missed call, or referral comes in. Athena dedupes, tags the matter type, and opens an SMS thread in seconds.
Intake over text
Athena collects the details you'd normally ask on the phone: matter type, parties, jurisdiction, urgency, budget.
Route & schedule
Matter goes to the right practice group. Athena books a consultation on the partner's calendar and sends the engagement letter.
Retained & informed
Client signs, pays the retainer, and stays in the loop on matter progress via the same SMS thread they started in.
Everything a practice actually needs
Shaped by how partners, associates, and intake teams actually run a matter, not generic sales SMS.
Conflict-aware intake
Party names and matters are checked against your database the moment they're captured, so conflicts surface before you engage.
Document collection
Request IDs, tax documents, contracts, or evidence over SMS. Secure-upload links land in your document management system, named and tagged.
Retainer & fee intake
Send a secure payment link the moment the engagement letter is signed. Athena nudges gently until the retainer lands.
Take over any thread
An associate or paralegal can step into any conversation with full context preserved. The client never notices the handoff.
Matter status updates
Clients get proactive SMS updates when hearings move, filings land, or tax deadlines shift, with fewer "just checking in" emails.
Privilege-aware logging
Full audit trail of every AI and human reply, retention windows per matter type, and role-based access across the firm.
Fits the tools your firm already runs on
Practice-management, calendars, documents, and billing all stay in place. AthenaText sits beside what you already use, not in place of it.
Practice management
Two-way sync with Clio, MyCase, PracticePanther, Smokeball, and Filevine. Matters, contacts, and intake flow both ways.
Calendars & scheduling
Google, Outlook, Calendly, Acuity, and TimeTap let consultations book straight into the right partner's calendar with reminders.
Documents & e-sign
NetDocuments, iManage, Dropbox, and DocuSign keep engagement letters and evidence named, tagged, and linked to the matter.
Billing & payments
QuickBooks, Xero, LawPay, and Stripe let you send retainer and invoice links over SMS with payments reconciled automatically.
Stop losing clients to the firm that texted back first.
Spin up AthenaText in an afternoon and let AI handle intake, scheduling, and follow-ups while your team does the work only they can do.