Deliver white-glove intake without adding headcount.
Tokilio screens matters, shares disclosures, and schedules consultations while preserving the trust your practice is built on.
- Capture matter details, conflict checks, and documentation securely.
- Filter out unqualified or misaligned inquiries before they reach partners.
- Provide clients with timelines, fee structures, and next steps 24/7.
Qualified consults
+54%
Increase in consultations that progress to paid engagements
Time saved
8 hrs
Weekly admin hours reclaimed by boutique firms
Client satisfaction
4.9★
Average CSAT after implementing Tokilio intake
Where Legal & financial advisors teams feel the pain
Tokilio was built for relationship-driven operators. Here is what we eliminate from your day-to-day:
- Partners spend billable time on initial screening and triage.
- Prospects expect immediate clarity on fees, timelines, and process.
- Sensitive information must be handled carefully across channels.
Confident matter screening
Qualify new matters with structured questions while routing conflicts or urgent cases appropriately.
Transparent communication
Automated summaries set expectations around fees, deliverables, and required documentation.
Audit-ready records
Every interaction is logged with transcripts and attachments for compliance and CRM syncing.
Automations ready on day one
Tokilio comes with prebuilt workflows tuned for legal & financial advisors—customize copy, logic, and handoffs without starting from scratch.
Secure intake workflows
Share NDAs, engagement letters, and document checklists right after qualification.
- Encrypted uploads feed into your DMS or SharePoint.
- Conflict check details sync to Clio, Wealthbox, or Salesforce.
- Alerts partners when high-value prospects complete intake.
Proactive client updates
Keep clients informed on milestones, filing dates, or portfolio reviews without manual outreach.
- Schedules follow-up consultations based on matter stage.
- Shares educational resources tailored to client goals.
- Flags risk indicators so advisors can intervene quickly.
The Tokilio playbook for professional services
Deliver a premium first impression
Embed on referral landing pages, secure portals, and email signatures to capture intent.
Vet and prepare automatically
Tokilio gathers background, documentation, and priorities before partners review the file.
Maintain proactive communication
Keep clients and advisors aligned with automated updates, reminders, and resource sharing.
Ready to see Tokilio in action?
Spin up your AI business card in minutes or loop in our team to build a launch plan for legal & financial advisors.