Custom AI Automation That Delivers Results in Weeks — Not Months

At Montriva, we don’t just give you tools — we design custom AI systems that make your business run faster, smoother, and more profitably. Whether you want to eliminate repetitive tasks, capture more leads, or scale customer support, we build automations that actually work from day one.

Core Automation Services

Appointment Setting Automation

Turn website visitors, cold leads, or inbound inquiries into booked calls — automatically.

We design AI workflows that:

  • Qualify leads instantly

  • Book appointments directly into your calendar

  • Sync with your CRM and existing tools

  • Send reminders, confirmations, and follow-ups automatically

Perfect for: Legal firms, consultants, agencies, healthcare practices

Lead Capture & Qualification

Never lose a lead again — even while you sleep.

We build smart AI flows that:

  • Capture leads from forms, chat, phone, and email

  • Qualify them with dynamic questions

  • Route them to the right person or system

  • Score leads for follow-up prioritization

Works across websites, landing pages, chatbots, SMS, and more.

AI-Powered Customer Support

Instant answers. 24/7 coverage. Human-quality support without human fatigue.

Our AI systems handle:

  • FAQs and knowledge base queries

  • Billing questions and appointment rescheduling

  • Escalation to live reps when needed

  • Full chat, voice, or email integration

Integrated with: Intercom, Zendesk, Clio, Twilio, Freshdesk, and more.

Automated Outreach Models

Put your prospecting on autopilot — intelligently.

We build AI agents that:

  • Research leads

  • Personalize emails, DMs, or SMS at scale

  • Follow up on your schedule

  • Sync replies into your CRM

This isn’t spray-and-pray automation — this is targeted, data-driven outreach that starts real conversations.

Coming Soon: Next-Gen Automations

We're not stopping here. The next wave of automations is in development — built to handle even more complex, high-value processes.

AI Call Assistant (Coming

Soon)

We're not stopping here. The next wave of automations is in development — built to handle even more complex, high-value processes.

Billing & Payment Automation (Coming Soon)

Automate invoicing, payment reminders, overdue notices, and integrations with platforms like Stripe, QuickBooks, and LawPay.

Document Automation Assistant (Coming Soon)

Drafts contracts, pleadings, NDAs, motions, etc. in minutes, Reduces repetitive paralegal/attorney hours. Minimizes drafting errors with standardized templates. Frees attorneys to focus on billable strategy work. .

Want early access?

**Though individual agents are available, our thoughtfully designed service bundles offer a more refined advantage—combining efficiency, cost-effectiveness, and correlation across multiple agents to achieve the most results.**

What Makes Our Automations Different

Most AI services hand you a tool and walk away.

We partner with you to make sure the automation actually works — and keeps working as your business evolves.

Here’s what you get with Montriva:

  • Tailored Solutions: Built for your actual workflows — not cookie-cutter templates

  • Fast ROI: See results in 2–6 weeks, not 6 months

  • Full Integration: We work with the tools you already use — Clio, Stripe, HubSpot, Salesforce, Twilio, Zapier, and more

  • Ongoing Support: We don’t disappear after launch. We tweak, optimize, and scale your automation with you.

Built for Legal. Flexible for Anyone.

We specialize in legal service automations — but we’ve delivered game-changing results in industries like:

  • Finance

  • Healthcare

  • Consulting

  • Real Estate

  • E-commerce

If your business runs on repeatable tasks, client intake, inquiries, or data entry, we can automate it — no matter your industry.

Ready to See What AI Can Do for You?

Let’s turn your bottlenecks into breakthroughs.

Our clients start seeing time and cost savings in 30 days or less.

Book your free AI strategy session today — and get a custom automation roadmap for your business.

What is AI automation?

AI automation combines artificial intelligence with workflow automation to handle repetitive tasks, streamline communication, and optimize business processes. Instead of replacing people, it frees them up to focus on higher-value work.

How is your service different from competitors?

We don’t just deliver generic templates. We custom-build AI automations that fit your business, integrate them with your current tools, and offer ongoing support to ensure your systems evolve with your needs. Many competitors set up a tool and disappear. We stick around to optimize, troubleshoot, and scale.

What types of businesses do you work with?

While we specialize in legal services, our automations are flexible enough to benefit businesses in finance, healthcare, real estate, consulting, e-commerce, and more. If your business has repetitive, manual processes, we can help.

How quickly can I see results?

Most clients see measurable improvements — such as saved time, fewer errors, faster client response times — within 2 to 6 weeks after implementation, depending on the size and complexity of the project.

Do I need technical experience to use your automations?

Not at all. Our systems are designed to be user-friendly with zero coding required. We also provide training, walkthroughs, and clear documentation so your team can use the tools with confidence.

What tools and platforms can you integrate with?

We integrate with a wide range of CRMs, billing systems, communication tools, and cloud platforms. Examples include:

Zapier

Voiceflow

Stripe

HubSpot

Salesforce

Twilio

Clio

If you're already using a platform, chances are we can work with it.

Is my data safe?

Yes. We take data security and confidentiality very seriously. Sensitive information is never shared and we only work with secure, industry-trusted platforms. We also ensure compliance with standards like GDPR and CCPA.

What if I need changes or updates later?

We offer ongoing optimization and support plans. That means we continue to monitor, tweak, and scale your automations as your business evolves — so you're never stuck with a system that doesn’t grow with you.

How much does it cost?

Pricing depends on the size and scope of your project. We offer flexible options ranging from one-time builds to ongoing support retainers. After a free consultation, we’ll give you a transparent, custom quote with no surprises.

Will AI replace my staff?

No, we don't aim to replace staff. Our goal is to design automation solutions flexible enough to either gracefully integrate with your existing team or assume the roles of selected repetitive tasks, so your staff can focus on higher-level work like client strategy, growth, operations and to reduce overhead—depending on the desired role the client wishes our systems undertake.

Can you guarantee results?

We guarantee professional implementation and measurable efficiency gains, but since every business is unique, we don’t promise specific dollar amounts. That said, our clients typically see ROI within 1–2 months.

How do I get started?

Simple. Call our number or book a Demo/Discovery call through our chat assistant on our Contact Page. We'll dig into your operations, find automation opportunities worth 10–40+ hours/month and show a brief demo walkthrough to exp 1st hand how these agents work and create a custom roadmap tailored to your business.

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