Agentic AI developmentCase studyLegal Services

An AI voice agent that answers client intake calls around the clock.

Bracken & Cole LLP was losing qualified leads to voicemail and long hold times. We built a multi-tenant AI voice agent on AWS Bedrock and Amazon Connect that handles intake calls directly and routes qualified leads into their case management workflow.

Client

Bracken & Cole LLP

System

Multi-tenant AI voice agent

Role

AI Engineer & Solution Architect

A professional wearing a headset while working at a desk, representing voice-based client intake
Problem

Bracken & Cole LLP was losing qualified leads to voicemail and long hold times during peak call volume, with no after-hours coverage at all. Prospective clients who couldn't get through often didn't call back — every missed call was a missed case.

Architecture

Amazon Connect owns telephony — call routing, queueing, and compliance-grade recording — while the conversation itself runs on AWS Bedrock: Nova Sonic handles real-time, bidirectional speech-to-speech audio, and a Claude-powered reasoning step decides what to say and what to do with what the caller said.

A Lambda layer sits between the conversation and the firm's systems, extracting structured intake details from natural speech and pushing qualified leads into the case management workflow. Every call is transcribed and logged to Amazon S3 for compliance review, and a defined human-escalation path catches edge cases the agent shouldn't handle alone.

  1. 01Multi-tenant AI voice agent on AWS Bedrock, Amazon Connect, and Nova Sonic
  2. 02Natural-conversation intake that captures and checks case details against firm criteria
  3. 03Automatic routing of qualified leads into the case management workflow
  4. 04Full call logging and transcription to S3 for compliance and review
  5. 05Human fallback for edge cases instead of silent failure
Technologies

AWS Bedrock + Amazon Connect + Nova Sonic + AI Voice Agent + AWS Lambda + CRM Integration + Human Escalation

Built on AWS Bedrock (Claude-powered reasoning), Amazon Connect, Nova Sonic, and AWS Lambda.

Amazon BedrockAmazon ConnectNova SonicAWS LambdaAmazon S3
Implementation

How we built it

01

Audit the opportunity

We mapped the intake process end to end — what information needed to be captured, and how it should route into the firm's existing case management workflow.

02

Design the operating model

We designed a multi-tenant architecture so the same system could support per-firm configuration and business logic.

03

Ship fast, validate early

We built the voice agent on AWS Bedrock, Amazon Connect, and Nova Sonic, with Bedrock (Claude-powered) handling the conversational reasoning and a Lambda layer extracting intake details.

04

Launch with confidence

We added full call logging, transcription to S3 for compliance and review, and human fallback for edge cases before rolling it into production.

Challenges

What actually got in the way

Keeping the conversation natural at phone-call latency

Bidirectional audio streaming had to feel like a real conversation — natural turn-taking, no dead air — which ruled out chaining separate speech-to-text, LLM, and text-to-speech steps together the way older voice-bot architectures do.

Extracting structured case data from unstructured speech

Callers describe their situation in their own words, out of order, sometimes incompletely. The Lambda layer had to reliably pull out the specific fields the firm's intake criteria needed without forcing callers through a rigid script.

Deciding exactly when to hand off to a human

Too conservative, and the agent escalates routine calls and defeats the point of building it. Too permissive, and a genuinely ambiguous or distressed caller gets left with a bot. Tuning that boundary was as much a product decision as an engineering one.

Designing for more than one firm from day one

Building the multi-tenant architecture — per-firm configuration and business logic — into the system up front, rather than retrofitting it after a single-client build, is what made it possible to support additional clients' intake criteria on shared infrastructure later without duplicating the system per client.

Results

100%

Of client calls answered, day or night

30%

Increase in lead conversion rate

~10/day

Intake calls handled by the agent

The system now runs in production, handling client intake around the clock with no missed calls — every prospective client gets answered, qualified, and routed, whether it's 2pm or 2am. The firm now handles roughly 10 intake calls a day through the agent, answers 100% of them, and has seen a 30% increase in lead conversion rate.

Lessons

Full call logging and transcription isn't a compliance checkbox — it's how you catch drift in what the agent qualifies as a real lead before it becomes a pattern of missed business. Read more

A single-model, speech-to-speech pipeline beats chaining separate speech-to-text, reasoning, and text-to-speech steps for anything where natural turn-taking matters — every extra hop in the older architecture is a place latency and prosody get lost.

Human fallback isn't a fallback for failure — it's a designed path for the calls that should always reach a person, and building it in from the start is what let the firm trust the system enough to actually retire the old process.

Ready when you are

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