Like many law firms, Russell Alexander faced a growing volume of inquiries from potential clients. People seeking legal help often reach out in urgent and emotionally charged situations, so delays in responses could cause frustration and uncertainty. The existing client intake process relied heavily on manual tasks, which slowed things down even further. Staff members spent a significant amount of time collecting and organizing client information, instead of focusing on high-value legal work.

Additionally, as the workload increased, ensuring confidentiality and securely managing sensitive legal information became even more complex. The firm needed a way to maintain its high standards of professionalism and care while making the intake process faster and more efficient. Without a solution, these inefficiencies could have impacted both client satisfaction and the firm’s reputation for responsiveness and trust.

To fix these challenges, Redtag implemented Agentforce, an AI chatbot designed to handle initial client interactions quickly and securely.

How It Works:

• Provides instant responses – Clients now speak directly with the chatbot to get answers, eliminating long wait times.
• Automates intake – The chatbot collects key details—name, contact info, and legal needs—and securely logs them in Salesforce.

• Speeds up follow-ups – Once the chatbot gathers information, it automatically assigns the case to the appropriate intake specialist, ensuring quick and efficient responses.‍
• Ensures confidentiality and security – Built with legal data protection in mind, all information remains secure and compliant with industry standards.

This blended AI + human approach means clients no longer wait for staff to respond manually—they receive immediate, personalized assistance whenever they need it.