CaseBoost – AI Voice Agent

CaseBoost – Vapi & Twilio project completed in 6 days

About the Client

CaseBoost is a performance-based legal client growth agency specializing in AI-powered marketing, PPC, SEO, and automated intake systems for modern law firms. Their performance-based model means every lead counts, speed to contact and conversion efficiency directly impact their clients' ROI and CaseBoost's success metrics.

Challenges

The client faced several operational challenges:

Manual lead follow-up with critical delays

Leads from form submissions waited 2-6 hours for initial contact. Hot leads went cold while waiting for callbacks, and peak submission times had the longest delays. Manual processes couldn't scale with increasing lead volume.

Massive revenue leakage from slow response

Legal industry data shows 78% of leads go with the first firm to respond. CaseBoost's law firm clients were losing high-value cases to faster competitors. Every hour of delay reduced conversion probability by 10-15%.

Missed inbound calls and no retry logic

After-hours and weekend calls went to voicemail. No automated intake or qualification process. If a lead didn't answer the first call attempt, they were lost with no systematic follow-up.

Objectives

The client set out to achieve the following goals:

  • Instant lead response within 5 minutes of form submission
  • 24/7 inbound call coverage with zero missed opportunities
  • Intelligent retry system for unreachable leads
  • Automated appointment scheduling with real-time calendar sync
  • Reduce no-shows with 1-hour pre-appointment confirmation calls

Solution

We deployed a tailored solution for the client:

Instant outbound lead response (5-minute rule)

Form submission creates contact in GoHighLevel, automation waits exactly 5 minutes, then AI voice agent calls lead automatically with natural greeting and structured intake questions.

24/7 inbound call handling

AI answers every inbound call immediately, no hold music or voicemail. Triages caller intent, captures lead information, and schedules consultations on the spot, handling after-hours seamlessly.

Intelligent 3-attempt retry system

Initial call at 5 minutes, retry after 2 hours if no answer, final retry after 24 hours. If all attempts fail, internal notification sent to staff for manual follow-up, dramatically increasing contact rates.

Automated appointment scheduling and confirmation

AI checks law firm's calendar availability in real-time, offers multiple time slots, books consultation immediately, and sends 1-hour pre-appointment confirmation calls to reduce no-shows by 50%.

Outcome

By adopting our solution, the client experienced significant improvements:

  • 5-minute lead response time with 100% of leads contacted within 5 minutes of form submission
  • 100% call coverage with zero missed calls, every inquiry answered immediately, 24/7
  • 85-90% contact rate through intelligent 3-attempt retry system (vs. ~45% with single attempt)
  • 70-75% of contacted leads schedule consultations on the spot (30-35 point increase)
  • 50% reduction in no-shows (from 35-40% to 15-20%) through automated confirmation calls
  • 25-30 hours/week saved across team with automated intake and qualification
  • 2.5-3x improvement in lead-to-client conversion with scalable system handling unlimited volume
5 min
lead response time
90%
contact rate
2.5-3x
conversion improvement

"The voice agent transformed our lead handling. Every hot lead gets a call within minutes, and the automated confirmations have dramatically improved show-up rates. Our law firm clients are seeing conversion rates they've never experienced before, and we're scaling without adding headcount."

Case study project background

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