Your intake process is leaking revenue
By the time your team finishes documenting, chasing down details, and re-keying notes into Neos, the lead has moved on. Tessera captures everything in real time — so your agents can focus on signing clients, not managing paperwork.
See It Live With Your DataThe Problem
Intake isn't a process — it's triage
A potential client calls. Your agent takes notes, asks some questions, and starts a file. Then another call comes in. Then another. With 30 or 40 open intakes moving at once, every agent is running triage — deciding who to call back, what still needs documenting, which PNC is closest to signing. Details fall through the cracks. A police report never gets requested. An accident date gets entered wrong. A potential client who called three times talks to three different agents and gets a different experience each time. Some of them stop calling back.
The real cost isn't the inefficiency — it's the signed retainers that never happen. When the path from first call to signed contract takes days or weeks instead of hours, you're not losing to a better firm. You're losing to a faster one.
The Solution
AI that listens, fills, and validates — in real time
The moment a call starts, Tessera is listening. As the client speaks, AI extracts names, dates, case details, and insurance information — populating your intake form live. Every field shows a 'listening' indicator. Bilingual support means Spanish-speaking callers get the same experience. Your agent just talks — Tessera does the typing.
AI Assistant
Your agent's co-pilot — not just a search bar
Every client record has an AI assistant that knows the full case history — transcripts, form data, notes, and timeline. A new agent picking up where someone left off can get a full case summary in seconds. The assistant synthesizes what's been gathered, flags what's still missing, and suggests the next questions to ask. It doesn't just retrieve information — it tells your agent what needs to happen next.
How It Works
Four steps. Zero re-keying.
Transcribe
Call comes in — Tessera transcribes the entire conversation in real time via RingCentral integration. Walk-in clients get the same treatment with live mic capture.
Fill
AI extracts entities from the transcript — names, dates, insurance details, accident info — and populates your intake forms automatically. No typing required.
Sync
Completed intake data syncs directly to Neos CRM. Client records, case details, and documents land in the right place without a single copy-paste.
Route
Cases are promoted through your workflow — from intake to retainer to case management — with approval gates and audit trails at every step.
The Pipeline
Every case, every stage — one view
Intake Case Flow tracks every potential client from first call through signed retainer — and all the way to case management promotion. See exactly where each case stands — intake form status, retainership, Neos sync, police report, medical visits, claims, and letter of representation — all in a single pipeline view. When intake is complete and the client has signed, promote directly to case management with one click.
Analytics
Know exactly how your team is performing
Track total intakes, active clients, call volume, and conversion rates — all updated in real time. See average response times, form completion rates, and pending cases at a glance. Team performance metrics show who's converting and who needs support.
Business Impact
Faster intake. More signed clients. Less busywork.
Retainers out in hours, not weeks
From the moment a client calls to a signed retainer in their inbox — Tessera compresses a process that used to take days or weeks into hours. Leads don't go cold when your process is faster than theirs.
Zero manual data re-entry
Every piece of information captured during intake flows directly into your forms and CRM. No transcription errors, no copy-paste, no 'I thought someone already entered that.'
Full audit trail on every case
Every call is transcribed. Every form change is logged. Every case promotion is tracked with approval gates. When compliance asks questions, you have answers.
Built for your environment — not a template
Everything about Tessera is customizable. Different intake flow? We retool it. Don't use Neos? We connect to your system of record. Different forms, different case types, different approval chains — the platform adapts to you. This is agent-based architecture, not a rigid SaaS product. Your environment, your rules.
Deployed and running today
Tessera is live at a Texas personal injury firm — handling real calls, real clients, real cases. Every deployment is customized to your environment. See what it looks like with your workflow.
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