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Legal & Law Firms

Sign more clients with AI-powered intake.

Automated client intake, AI lead qualification, case status updates, and follow-up systems built for personal injury, family law, criminal defense, immigration, and general practice firms.

Overview

How many potential clients called your firm and never heard back?

Law firms spend thousands on advertising to generate leads, but the intake process is where most of those leads die. A potential client calls after seeing your ad, gets sent to voicemail, and never calls back. Or they fill out a contact form on Friday evening and don’t hear from anyone until Monday. By then, they’ve already retained another attorney. For high-value practice areas like personal injury or family law, every lost intake can represent $5,000 to $50,000 in fees.

We build AI intake systems that respond to every inquiry within 60 seconds, any time of day. Our AI agents conduct structured intake conversations that capture case details, assess potential case value, check for conflicts, and book consultations directly onto attorney calendars. Every interaction follows your firm’s specific qualification criteria, so attorneys only spend time on cases that meet your thresholds.

Beyond intake, our systems automate the ongoing client communication that consumes hours of staff time every week. Case status update sequences keep clients informed at every milestone. Appointment reminders reduce no-shows for consultations and court dates. Document request workflows collect signed forms and supporting materials without manual follow-up from your paralegals.

Firms using our automation consistently see a 50 percent or greater increase in signed retainers from the same advertising spend. The speed and consistency of AI-powered intake converts leads that would otherwise be lost to slow response times and overwhelmed front desk staff.

50%+
More Signed Clients
<60s
Intake Response
24/7
Lead Capture
3x
Consult Bookings
What We Build

Complete intake and client management automation for your firm.

01
AI Client Intake
Automated intake via phone, text, web chat, and email that captures case details, assesses case viability, and books qualified consultations. Every response follows your firm’s specific screening criteria.
02
Lead Qualification Engine
AI scoring that evaluates case type, potential value, statute of limitations, jurisdiction, and liability factors. High-value leads are flagged and routed to attorneys immediately, while lower-priority inquiries are nurtured.
03
Consultation Booking System
Automated scheduling that syncs with attorney calendars and practice area availability. Confirmation messages, reminders, and pre-consultation questionnaires are sent automatically to reduce no-shows.
04
Case Status Automation
Proactive client updates triggered by case milestones, court dates, and filing deadlines. Clients stay informed without calling your office, freeing your paralegals to focus on substantive legal work.
05
Document Collection Workflows
Automated sequences that request, track, and remind clients about required documents, signed forms, and supporting evidence. Incomplete submissions trigger follow-up reminders until everything is received.
06
Review & Referral Generation
Post-case review request sequences and referral solicitation campaigns. Satisfied clients are prompted to leave Google reviews and refer friends, building your firm’s reputation and referral pipeline.
07
Multi-Practice Routing
Intelligent lead routing across practice areas and attorneys based on case type, attorney specialization, caseload, and availability. Firms with multiple offices get location-based routing as well.
08
Retainer & Payment Follow-Up
Automated retainer agreement delivery, e-signature collection, and payment reminders. Clients who receive a retainer but don’t sign get personalized follow-ups that increase conversion to signed engagement.
Process

How we deploy automation for your law firm.

From missed intake calls to a signed retainer pipeline in four steps.

01
Intake Audit
We analyze your current intake process, lead sources, response times, and conversion rates across practice areas. This reveals exactly where qualified cases are being lost and the revenue impact.
02
System Configuration
AI intake agents, qualification scoring, consultation booking, and case communication workflows are built around your firm’s practice areas, screening criteria, attorney schedules, and case management software.
03
Compliance & Testing
Every workflow is reviewed for ethical compliance and tested with real intake scenarios from your practice areas. AI scripts are tuned to handle sensitive client conversations with appropriate care and professionalism.
04
Launch & Optimize
Your system goes live with intake tracking dashboards. We monitor lead-to-retainer conversion, response times, and qualification accuracy, then refine weekly to maximize signed client volume.
Get Started

Sign more retainers from
the same ad spend.

Book a 30-minute demo and we’ll show you exactly how many qualified cases your firm is losing to slow intake, and how AI can capture them.