# Consultation Booking with Practice Area Routing — Professional Services AI agent | Mihu AI

Professional Services · Intake

# Consultation Booking with Practice Area Routing

Route prospective clients to the attorney/consultant with the right practice area expertise.

Set up this outcome

## Apps this needs

Practice Management System Clio, MyCase, PracticePanther, Karbon or CCH Axcess — matter/client data, engagement & document status. Connect during setup

SIP Trunk Route inbound & outbound calls through your phone system. Connect during setup

Branch Calendar Availability from Calendar API, DMS or a CSV / Google Sheet. Connect during setup

## How it works

Asks about the nature of the legal/professional need and matches it to the firm's practice area structure, queried from the PMS, via voice (Twilio, 3CX, RingCentral, or a carrier-direct SIP trunk).

Checks and communicates the fee structure applicable to that practice area (flat fee, hourly, contingency) clearly upfront.

Books the consultation with the best-matched professional based on expertise and availability, written directly to the PMS calendar.

Sends pre-consultation materials relevant to that practice area.

## Data sources

Practice area/attorney expertise mapping Fee structure by practice area

## What it targets

Consultations routed to the correct practice area on first contact Target 95%

Consultation booking rate from qualified enquiries Target 55%