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 →
© 2026 Intellivizz® is a registered trademark in the United States. All Rights Reserved.
All trademarks, logos and brand names are the property of their respective owners. All company, product and service names used in this website are for identification purposes only. Use of these names, trademarks and brands does not necessarily imply any kind of endorsement and/or association.
188 automations found
Use external events (weather, market changes, new regulations) to relevantly re-engage cold contacts
Use external events (weather, market changes, new regulations) to relevantly re-engage cold contacts.
When a prospect misses their consultation, empathetic recovery sequence re-engages and makes rescheduling effortless
When a prospect misses their consultation, empathetic recovery sequence re-engages and makes rescheduling effortless.
Unforgettable first impression — automated welcome that educates, excites, and builds confidence
Unforgettable first impression — automated welcome that educates, excites, and builds confidence.
AI screens new leads against existing client database for conflicts of interest before consultation scheduling
AI screens new leads against existing client database for conflicts of interest before consultation scheduling.
Interactive quiz helps visitors identify the right practice area, captures info, and routes to personalized booking page
Interactive quiz helps visitors identify the right practice area, captures info, and routes to personalized booking page.
Everything a new client needs before their first visit — forms, directions, what to expect, what to bring
Everything a new client needs before their first visit — forms, directions, what to expect, what to bring.
Automated retainer delivery via e-signature with smart reminders
Automated retainer delivery via e-signature with smart reminders. Enables same-day case initiation.
Personally introduce the client to their assigned provider/agent/attorney/trainer with photo and bio
Personally introduce the client to their assigned provider/agent/attorney/trainer with photo and bio.
Multi-touch enrollment nurture — inquiry to tour to application to enrolled, with touchpoints at every stage
Multi-touch enrollment nurture — inquiry to tour to application to enrolled, with touchpoints at every stage.
Automated client-friendly status updates when cases move between pipeline stages
Automated client-friendly status updates when cases move between pipeline stages. Reduces "what's happening?" calls by 80%.
Welcome new buyer clients with market education, process overview, and first steps for a smooth transaction
Welcome new buyer clients with market education, process overview, and first steps for a smooth transaction.
Notifications for key milestones — settlement, motion won, case filed — building confidence and capturing referrals at p
Notifications for key milestones — settlement, motion won, case filed — building confidence and capturing referrals at peak satisfaction.