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Intellivizz

Real-world, practical AI automations that help capture missed revenue and increase operational efficiency — purpose-built for your industry.

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    Browse AI Automations

    Explore our library of pre-built AI workflows for your business.

    All automations are included with your subscription. Browse our library to see what's available for your industry. View plans →

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    188 automations found

    Event-Triggered Reactivation

    Use external events (weather, market changes, new regulations) to relevantly re-engage cold contacts

    StandardSaves 3-5 hours/week

    Use external events (weather, market changes, new regulations) to relevantly re-engage cold contacts.

    View details

    Consultation No-Show Recovery

    When a prospect misses their consultation, empathetic recovery sequence re-engages and makes rescheduling effortless

    StandardSaves 3-5 hours/week

    When a prospect misses their consultation, empathetic recovery sequence re-engages and makes rescheduling effortless.

    View details

    New Client Welcome Journey

    Unforgettable first impression — automated welcome that educates, excites, and builds confidence

    StandardSaves 3-5 hours/week

    Unforgettable first impression — automated welcome that educates, excites, and builds confidence.

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    Automated Conflict Check

    AI screens new leads against existing client database for conflicts of interest before consultation scheduling

    StandardSaves 3-5 hours/week

    AI screens new leads against existing client database for conflicts of interest before consultation scheduling.

    View details

    "Find the Right Attorney" Quiz

    Interactive quiz helps visitors identify the right practice area, captures info, and routes to personalized booking page

    StandardSaves 3-5 hours/week

    Interactive quiz helps visitors identify the right practice area, captures info, and routes to personalized booking page.

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    First-Visit Preparation Journey

    Everything a new client needs before their first visit — forms, directions, what to expect, what to bring

    StandardSaves 3-5 hours/week

    Everything a new client needs before their first visit — forms, directions, what to expect, what to bring.

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    E-Sign Retainer Automation

    Automated retainer delivery via e-signature with smart reminders

    StandardSaves 3-5 hours/week

    Automated retainer delivery via e-signature with smart reminders. Enables same-day case initiation.

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    Staff Introduction Sequence

    Personally introduce the client to their assigned provider/agent/attorney/trainer with photo and bio

    StandardSaves 3-5 hours/week

    Personally introduce the client to their assigned provider/agent/attorney/trainer with photo and bio.

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    Enrollment/Registration Nurture Funnel

    Multi-touch enrollment nurture — inquiry to tour to application to enrolled, with touchpoints at every stage

    ComplexSaves 15-25 hours/week

    Multi-touch enrollment nurture — inquiry to tour to application to enrolled, with touchpoints at every stage.

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    AI-Powered Case Status Updates

    Automated client-friendly status updates when cases move between pipeline stages

    StandardSaves 3-5 hours/week

    Automated client-friendly status updates when cases move between pipeline stages. Reduces "what's happening?" calls by 80%.

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    Real Estate Buyer Onboarding

    Welcome new buyer clients with market education, process overview, and first steps for a smooth transaction

    StandardSaves 3-5 hours/week

    Welcome new buyer clients with market education, process overview, and first steps for a smooth transaction.

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    Case Milestone Celebrations

    Notifications for key milestones — settlement, motion won, case filed — building confidence and capturing referrals at p

    StandardSaves 3-5 hours/week

    Notifications for key milestones — settlement, motion won, case filed — building confidence and capturing referrals at peak satisfaction.

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