Demos · Call to CRM

Watch a phone call land in the CRM.

A staged call: the operations director of a DC law firm phones Veronica, one of our voice agents. As they talk, the back end fills in, from the lead record to the calendar to the follow-up tasks. About ninety seconds. Sound on, or read the captions.

On the line
Veronica, voice agent
Caller
Ops director, Lattice Legal
Length
1 min 29 s
Lands in
Calendar · Task · Lead · Email
Live writes
None. Recorded call, mockup CRM
Standing by
Captions

Press play. Captions follow the call here.

Process · Back-end trace

Standing by

Phase I · The call

Inbound call answeredVeronica picks up on the first ring — no hold, no phone tree Voice agent
Live conversation → structured dataName, company, role, email spelled back and verified mid-call Call analysis

Phase II · Capture

Lead written to the databaseFull contact record persisted — survives anything downstream Database
Pipeline card created & qualifiedTier 3 fit — sentiment tracked Warm → Hot Pipeline

Phase III · Orchestration

Meeting booked on Ben's calendarThursday the 23rd · 2:00 PM Mountain · caller invited Zoho Calendar
Confirmation email drafted & sentBranded email from veronica@ — references the caller's exact issue Email

Phase IV · Distribution

Team notified with deep linksBen has the brief before the caller hangs up Team chat
Follow-up tasks generatedPrep task for Ben + Tier 3 write-up, flagged and assigned Zoho CRM
Call complete — systems in syncNo human touched a keyboard All systems

Contact · Intake

—

 

Role
Company
Firm
Wants to discuss
Email

Pipeline

4 stages

New intake 0

Qualified 0

Meeting booked 0

Follow-up 0

Calendar

Thu
23
Ben ⟷ Marcus Reyes
Thursday the 23rd · 2:00–2:30 PM Mountain
Ben's calendar · invite sent
Event created

No event yet

Email dispatch

Confirmed: your call with Ben at Martial Solutions

from veronica@martialsolutions.ai
to marcus.reyes@lattice-legal.com

Hi Marcus, thanks for calling Martial Solutions. I've put you on Ben's calendar for Thursday the 23rd at 2:00 PM Mountain…

Sent

No outbound yet

Follow-ups · Tasks

Read the full transcript
  1. Veronica

    Good afternoon — Martial Solutions, this is Veronica. How can I help?

  2. Marcus Reyes

    Yeah, hi — Marcus Reyes. I'm the ops director over at Lattice Legal — we're a firm out in DC, about forty attorneys. So, our partner line keeps dropping calls after six p.m. Whoever's covering evenings… isn't. I hear you guys do AI phone agents?

  3. Veronica

    We do — and that after-hours gap is exactly what we cover. An agent like me picks up every call once your front desk goes home: intake, routing, scheduling — no hold, no voicemail. At forty attorneys with partner-line traffic, you'd be looking at our Tier three configuration. The right next step is a working session with Ben, our lead on enterprise builds.

  4. Marcus Reyes

    Okay. And what does that look like — a demo, or…?

  5. Veronica

    Thirty minutes. He maps your call flows and builds against your actual use case, live. What's the best email for the invite?

  6. Marcus Reyes

    Uh, yeah — it's marcus dot reyes, at lattice dash legal, dot com.

  7. Veronica

    Marcus dot Reyes, at lattice, dash, legal, dot com — confirmed. Ben has Thursday the twenty-third at two p.m. Mountain — that's four o'clock your time. Does that work?

  8. Marcus Reyes

    Yeah, four works. Let's do it.

  9. Veronica

    Done — you're on Ben's calendar, and your confirmation email is already on its way. And Marcus — this call, right now? This is the product. Talk Thursday.

Recorded call. This public demo writes to nothing.

Want an agent like Veronica answering your line? Get started

One call. Four things done.

Mockup of what lands in the CRM — this public demo writes to nothing.

Get started

Zoho Calendar · Event

Ben's calendar
  1. Mon20
  2. Tue21
  3. Wed22
  4. Thu23
  5. Fri24

Marcus Reyes (Lattice Legal) ↔︎ Ben — intro

When
Thursday the 23rd · 2:00 – 2:30 PM Mountain4:00 PM caller's time · 30 minutes
Calendar
Ben's calendar
Guests
Ben organizermarcus.reyes@lattice-legal.com invited
Booked by
Veronica, on the call
Notes
From Marshal Veronica intake. Topic: after-hours coverage — the partner line drops calls after 6 p.m.

Zoho CRM · Task

Tasks Open 1 task · 2 tickets

Prep for Marcus Reyes call (Lattice Legal)

Priority: High Not started
Owner
Ben
Due date
Wednesday the 22ndthe day before the meeting
Related to
Lead · Marcus Reyes
Created by
Veronica
Description
Talking points: after-hours coverage — the partner line drops calls after 6 p.m.

Also queued on the ops board

  • SIM-114Prep talking points — partner line drops calls after 6 p.m.BenPre-callOpen
  • SIM-115Send Tier 3 configuration write-up to Marcus ReyesFlagged · Follow-upAuto-generatedOpen

Zoho CRM · Lead

Leads Marcus Reyes Contacted

Marcus Reyes

Operations Director · Lattice Legal

Tier 3 inquiry Sentiment: hot
Email
marcus.reyes@lattice-legal.com
Lead source
Marshal Veronica
Interest
Tier 3 configuration
Topic
After-hours coverage — the partner line drops calls after 6 p.m.

Call summary

Operations director at Lattice Legal, a firm in DC with about 40 attorneys. The partner line drops calls after 6 p.m. and nobody covers evenings; he asked about AI phone agents. Qualified for the Tier 3 configuration. Booked a 30-minute working session with Ben for Thursday the 23rd at 2:00 PM Mountain (4:00 PM his time). Confirmation email sent before he hung up.

Open activities

  • MeetingIntro call: Marcus Reyes (Lattice Legal) ↔︎ Ben · Thu 23 · 2:00 PM
  • TaskPrep for Marcus Reyes call (Lattice Legal) · due Wed 22 · High
  • EmailConfirmed: your call with Ben at Martial Solutions · sent

Email · Sent mail

Confirmed: your call with Ben at Martial Solutions

From
Veronica <veronica@martialsolutions.ai>
To
marcus.reyes@lattice-legal.com
Sent
Right after the call