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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

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188 automations found

Consultation No-Show Recovery

$199

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.

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Event-Triggered Reactivation

$199

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.

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Automated Conflict Check

$199

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.

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New Client Welcome Journey

$199

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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First-Visit Preparation Journey

$199

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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"Find the Right Attorney" Quiz

$199

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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Staff Introduction Sequence

$199

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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E-Sign Retainer Automation

$199

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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AI-Powered Case Status Updates

$199

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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Enrollment/Registration Nurture Funnel

$499

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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Case Milestone Celebrations

$199

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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Real Estate Buyer Onboarding

$199

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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