Legal & Financial
AI that handles intake, compliance, and client communication.
Qualify leads, screen conflicts, schedule consultations, and keep clients informed — with the rigor your industry demands.
The problem
Billable hours lost to admin work compound fast.
Attorneys and advisors spend hours on intake calls, document chasing, and status updates. Meanwhile, qualified leads churn while waiting for a callback.
The Omnexa solution
A discreet AI front office built for regulated industries.
Omnexa screens new matters, books consultations, gathers documents, and keeps clients informed — with audit trails, conflict checks, and compliance built in.
Built for Legal & Financial
Purpose-built capabilities for your industry.
Legal & Financial
A discreet AI front office built for regulated industries.
- 01
Intake & qualification
Capture matter details, screen conflicts, and route to the right attorney.
- 02
Consultation scheduling
Book and reschedule with conflict-aware logic and retainer collection.
- 03
Document collection
Automated requests, reminders, and intake forms — securely stored.
- 04
Confidential by design
Encryption, access controls, and SOC 2-aligned infrastructure.
- 05
Client status updates
Proactive matter updates reduce inbound 'just checking in' calls.
- 06
Knowledge-base answers
FAQ handling tuned to your practice areas and jurisdictions.
What changes with AI
Measurable business outcomes, not just automation.
Convert more inbound inquiries into booked appointments.
Free attorneys and advisors from intake and scheduling work.
After-hours inquiries captured and triaged automatically.
Every interaction logged, transcribed, and retrievable.
How it works
The AI workflow, end to end.
Inquiry received
Phone, web, or referral channels handled by one AI front desk.
Intake & conflict check
Matter details captured and screened against your database.
Consult booked
Calendar synced, retainer collected, intake docs sent automatically.
Ongoing communication
Status updates, document requests, and reminders run themselves.
Get started
Ready to deploy this in your business?
Book a 30-minute consultation. We'll map your workflows and come back with a deployment plan within 48 hours.
- No long-term lock-in
- Production-grade SLAs
- Deploys in weeks, not quarters