Live Orchestration
Live Agent Orchestration — Mid-Market General Practice OS
Watch a matter move from first contact to closed — 0 manual steps.
Live · Santos PI Matter
5 agents · 1 matter in flight1
Intake Agent
· Lead ArrivesActive
Current action
Qualifying: Maria Santos — Personal Injury — Web chat
- Sub-agents
- Voice (Vapi/Retell) · Chat (Voiceflow) · Form
- Response time
- 1m 42s
- Conversion rate
- 34% web · 61% phone
Qualified lead passed to Triage Agent
2
Triage Agent
· Practice-Area Routing + Conflict CheckActive
Current action
Routing Santos → Personal Injury → Atty. Rivera · Conflict check: Clear
- Routing logic
- PI→Rivera · Estate→Patel · Family→Chen · Business→Rivera · Criminal→Chen
Consult booked. Matter opened. Document Agent triggered.
3
Document Agent
· Document Ingestion + Brief GenerationProcessing
Current action
Ingesting: Santos_PoliceReport.pdf · Extracting: dates, parties, amounts
- Output preview
- Brief ready: 3 key facts · 2 deadlines extracted
- Filed to
- Santos_PI_#2201
Attorney brief sent. Ops Agent triggered for onboarding.
4
Ops Agent
· Onboarding + Deadlines + CorrespondenceActive
Current action
Onboarding link sent → Retainer signed in 3m 41s · Deadline alerts set: Sep 2, Aug 28
- Auto-drafted
- Demand letter to insurance carrier — awaiting attorney review
Matter active. Growth Agent tracking for post-close sequence.
5
Growth Agent
· Client Experience + Post-Matter RetentionStandby
Current action
Queued: Survey → Review request → 90-day check-in → Referral ask
- Revenue attribution
- 9 referrals this quarter · $67,500 est. value
Live Matter Tracker
3 matters in flightSantos
PI
Stage 3: Document Agent processing
Walsh
Family Law
Stage 4: Ops complete, Growth queued
Kim
Estate
All stages complete — matter closed
System Health
All systems operationalIntake Agent
Last action
Chat qualified — 42s ago
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Triage Agent
Last action
Routed Santos → Rivera — 1m ago
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Document Agent
Last action
Ingesting PDF — now
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Ops Agent
Last action
Retainer signed — 3m ago
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Growth Agent
Last action
Review sent (Kim) — 4m ago
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