How It Works

Define it. Test it.
Put it to work.

Kayse sets up your premade intake workflow with your team. You approve the questions, rules and handoffs. We test together, then launch.

Talk through your rollout See the rollout steps

Most Kayse builds are completed within 30 days, when your firm sends what Kayse needs on time. Enterprise usually takes longer, because more brands and more integrations add work.

Built around your firm’s rules

A new lead. A clear next step.

Alex MorganPersonal injury · New inquiry

New lead received from your CRM

Text and email, right away
“Thanks for reaching out. We will call you in about 1 minute.” The email carries your intake form link too.
Voice AI is designed to call within minutes
Picks the right intake form for the case type. Asks your questions. Finds the right fit.
Fit? Your team gets the call
Office open: a live warm transfer. Office closed: Kayse can book a time on your calendar. You set which.
No answer? Kayse keeps going
Up to 5 calls on day one. One touch a day for 14 days, with your intake form link. Form comes back? Kayse can book the call.

Qualified lead → warm transfer to your intake team

Illustrative workflow · Sample data

Kickoff to launch, with your team.

Kayse does the setup work. Your firm makes the decisions.

Kickoff

We learn your case types, intake questions, calling hours and who takes the handoffs.
Kayse prepares the workflow

We start from our library of plaintiff intake forms, set up your premade workflow and make the launch edits.
Your firm approves

You review the questions, rules, calling hours and handoffs, and ask for changes in your revision round.
Testing

We try a complete response, missing details, no answer, and a request for human help, before any real lead is contacted.
Launch

Your workflow goes live on the leads you choose. We review early conversations with you.

We help you launch, then keep improving.

Weekly during onboarding

We meet with you each week during onboarding to review your workflow, work through questions, and prepare for launch. Your firm approves the intake questions, contact rules, and handoffs.

Monthly after launch

After launch, you can request a monthly Zoom call at no added charge. Bring your ideas, questions, and feedback. We help your team use Kayse and make tactical adjustments within the agreed workflow.

Real conversations guide the fixes

Real conversations help show what needs work. We test before launch, review feedback, and refine the setup with you. Larger builds and changes outside your scope are quoted before work starts.

Give interested leads a clear next step.

If your firm prefers a conversation before sending a retainer, your AI Agent can book an appointment. A scheduled time gives the lead something clear to expect.

Your firm's Cal.com account

Appointment booking requires your firm's own Cal.com account and an active calendar connection. Cal.com connects with Google Calendar, Microsoft Outlook, and other supported calendars.

One person or a team

Use one person's availability or a shared pool of available team members. Each workflow or campaign can use its own Cal.com event type, so you can choose a different appointment length, person, or team availability for each booking outcome.

Only if you book appointments

Your firm owns and pays for Cal.com. Kayse helps configure the booking outcome during your agreed launch. If your agents will not book appointments, you do not need Cal.com for Kayse.

What your firm supplies.

Launch moves as fast as these come back. If we make a setup mistake, we fix it without using your revision round.

Case types and questions

Your case types, the intake questions you use today, your follow-up language, and the retainer and documents to sign.

Systems and access

Your intake CRM if you keep it, the fields to map, the person who manages access, and your website admin to set up email sending.

Phone, routing and registration

Transfer destinations, staff hours, and business details for your texting registration. Your firm forwards its numbers through its own phone provider.

Your firm sets the rules.

Kayse can run your outreach with allowed calling hours, opt-in capture, AI disclosure on calls, and a dedicated compliance log. Your firm sets the rules. We provide the guardrails.

Consent state, opt-outs, and quiet hours checked on every outreach attempt.
Recording consent in the states that require it, and AI disclosure on calls.
Full audit trail so your firm can prove what happened on any given contact.

Keep your case system in the loop.

Choose who will build and maintain the connection before you launch.

Included in your launch

Momentum and Scale each include one supported connection. Scale covers broader agreed mapping. When it runs through Zapier, Kayse builds and tests it in Kayse's Zapier account at no separate charge. Your order lists the system, the fields, which way they sync, who owns the main record, and who maintains it.

Changes later

New intake questions can need mapping updates. Changes outside your launch scope, custom integrations and data cleanup are quoted and approved in writing first. Third-party fees are billed by that vendor.

Read the integration scope

Put it to work

Work through your first use case.

We will identify the setup decisions and the information needed to start.

Book a demo View plans

Define it. Test it.Put it to work.