Regulated · Legal & compliance-heavy intake

Speed wins the case.
Consent keeps you out of one.

Intake that answers in seconds and documents consent at every step. Built for law firms and regulated operations where a fast follow-up without a paper trail is a liability, not a win.

The short version: Wholesale AI builds compliance-first intake automation for law firms and regulated businesses. It captures and timestamps consent, maintains a full audit trail of every contact, qualifies the inquiry, and routes it to the right person. The design assumption is that you may one day have to prove exactly what was said, when, and with whose permission.

001 / The problem

Regulated intake has two failure modes, not one.

Move too slowly and the client hires someone else. Move fast without documentation and you've built a liability generator. Most automation only solves the first one.

002 / The build

What we build for a regulated intake operation.

Scoped to what your audit finds. You don't buy all of it on day one, and we'll tell you which piece pays first.

Build 01

Consent capture, timestamped

Express written consent recorded at the point of contact, tied to the channel and the language actually shown, and stored so it can be produced later without a scramble.

Build 02

Full audit trail

Every message, every automated action, every handoff, logged immutably. If you have to reconstruct the file two years from now, it reconstructs.

Build 03

Qualified intake routing

The inquiry gets triaged against your criteria and routed to the right attorney or case manager with the facts already gathered, not a callback request.

Build 04

Human review where it belongs

Anything that touches legal advice, fee discussion, or a case-status commitment gates on a person. The AI does intake. It doesn't practice law.

003 / How you'll know it worked

We baseline it before we build it.

We measure what's true today before anything turns on, then instrument every conversation the AI touches so you see the same dashboard we do. Pricing ties to the one metric we agreed to move. That's what lets us price on results instead of hours, and it's why we start with a paid audit instead of a guess.

004 / Questions

What people ask us first.

Is this legal advice software?

No, and that distinction is built into how it behaves. It handles intake, qualification, scheduling, and status logistics. Anything approaching advice, fees, or case commitments routes to a human. We're not lawyers and we don't build things that pretend to be.

How do you handle all-party consent states?

Jurisdiction-aware by design. The consent language and the recording behavior change based on where the contact is, because an eleven-state felony exposure is not something to handle with a single global setting.

Can we produce the consent record in discovery?

That's the point of the build. Consent is captured with the exact language shown, the channel, and the timestamp, and it exports.

What does it cost?

Compliance-first intake is scoped individually and sits at a premium tier, because the audit and consent architecture is the majority of the work. It starts with the AI Operations Audit at $2,500 to $15,000, credited toward the build.

005 / From the field

The research behind this page.

Every number above links to the piece that carries the citation. We publish the analysis we work from so you can check it.

Read everything we've published →

006 / Let's talk

Tell us what's eating your time.

We'll come back with a tool you can try, usually within a few days. No pitch deck, just a working thing.