AI Voice Intake Agent & Call Management Portal

Executive Summary

We’ll deliver a production-grade AI voice intake system that answers missed calls and after-hours inquiries, gathers case details using a lawyer-authored script, and posts everything into a secure AI Call Management Portal with recordings, transcripts, summaries, and structured fields.

Built the right way: no middleman markups. You’ll own the stack and pay vendors directly at cost (phone, AI, hosting). We architect it like your engineering team would—fast, reliable, and inexpensive long-term.

Simple pricing: $5,750 total, split 50/50—$2,875 to start and $2,875 at delivery.

What We’re Building Now (Phase 1)

Voice Intake Agent

Answers missed/after-hours calls via Twilio
Real-time ASR/TTS with Deepgram; human-quality voice, low latency
LLM: OpenAI 4.1 Mini (fast, large context), with strict “no legal advice” guardrails
Bilingual: English and Mexican Spanish
Script authored by Roger (lawyer), editable without redeploy

AI Call Management Portal

Dashboard of calls: recordings, transcripts, diarization
Auto-summarized notes + risk flags
Structured intake fields populated from conversation
Searchable history and exports; email alerts for diamonds

How a Call Flows

Caller dials or clicks the link → routed to your AI intake line
Agent greets in English or Spanish; confirms basic info
Guided Q&A based on your script (no legal advice, strictly intake)
Audio recorded, transcribed, diarized
LLM extracts key details → fills the intake form automatically
Dashboard updates instantly with recording, transcript, summary, fields
Optional: SMS/email follow-up and internal notifications

Why This Is a No-Brainer

Designed for Lawyers

Script authored by a practicing employment lawyer
Jurisdiction-aware prompts; never gives legal advice
Captures diamonds without wasting attorney time

Cheapest Long-Term Ownership

No monthly “platform tax” — you pay vendors directly at cost
Hosted on your Google Cloud (Cloud Run); ~“couple dollars/month”
Deepgram offers ~$200 free credits; OpenAI is pay-as-you-go

Guardrails and Compliance

No Legal Advice: System-level prompts and adversarial testing to prevent advice; intake-only language with escalation for anything borderline.

Privacy: Calls stored in your GCP project; access-controlled dashboard. Vendor usage is transparent and minimal.

Bilingual: Native support for English and Mexican Spanish, switchable mid-call if needed.

Deliverables

Twilio inbound line for after-hours and missed calls
Deepgram streaming ASR + TTS; OpenAI 4.1 Mini orchestration
Prompt + policy framework authored with Roger; editable remotely
AI Call Management Portal: recordings, transcripts, structured fields, search, exports
Email/SMS notifications for high-value leads

Pricing & Terms

Item	Price	Notes
Phase 1: Voice Agent + Dashboard	$5,750	50/50 payment: $2,875 to start, $2,875 on delivery. One-time build.
Ongoing Platform Fees	At-cost	You pay Twilio, Deepgram, OpenAI, GCP directly; we don’t middleman.

Timeline: 2–4 weeks for Phase 1 after kickoff and access. We’ll schedule a prompt workshop to encode your intake script and bilingual policies.

Future Phase (Optional)

Case File Knowledge: Structured per-case vector stores (TX/NM separation, sub-topics like discovery, filings). Start with one case for cost/quality calibration; expand once validated.

Direct Uploads: Explore OpenAI file search vectors for low-cost, low-maintenance storage and retrieval; compare vs existing OCR pipeline.

What We Need to Start

• Admin access to a fresh GCP project (Cloud Run enabled)

• Accounts/keys for Twilio, Deepgram, and OpenAI

• Your intake script (English/Spanish) and escalation policies

AI Voice Intake Agent + Call Management Portal