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How It Works

Define it. Test it.
Put it to work.

Start with a specific intake or client follow-up workflow. Agree on the contact rules, connect the required information, and test the handoff before launch.

Talk through your rolloutSee the rollout steps

Most firms are live in about 30 days, when the onboarding items Kayse asks for come back on time.

Kayse / WorkflowsInteractive example
Built around your firm’s rules

A new lead. A clear next step.

AM
Alex MorganPersonal injury · New inquiry
New lead received from your CRM
  1. 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.

  2. Voice AI is designed to call within minutes

    Picks the right intake form for the case type. Asks your questions. Finds the right fit.

  3. 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.

  4. 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

From a workflow to a working handoff.

Each stage gives your team something concrete to review.

  1. Define the work

    Choose the trigger, the information to collect, and the result your team needs.

  2. Configure the workflow

    Review the scripts, contact rules, case fields, and transfer or booking destination.

  3. Test with your team

    Try a complete response, missing details, no answer, and a request for human help.

  4. Launch and review

    Approve the setup, review early conversations, and refine the workflow with your team.

A short preparation list saves back-and-forth.

Bring the material and people needed to make the setup decisions.

Scripts and permissions

Your intake questions, follow-up language, contact consent records, and approved outreach rules.

Systems and access

Your CRM or case system, case types, required fields, and the person who manages access.

Phone and routing

Your firm forwards its numbers through its own phone provider. Confirm transfer destinations and staff availability.

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.

Growth: your connection

Your firm or vendor builds and maintains the connection using Zapier, customer-configured webhooks, or the open API, with Builder guiding.

Standard and above: Kayse-managed

Kayse builds and maintains the supported case system connection, up to three case types and fifty mapped fields. Additional work is scoped and agreed in writing.

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 demoView plans