We build custom AI intake automation that answers every call, qualifies cases, books consults, and sends retainer links 24/7, tailored to your practice areas.
Integrates with Clio, MyCase, PracticePanther. No system replacement needed.
Fast to launch. Immediate ROI. Zero disruption.
Clio's 2024 secret-shopper study found that less than half of firms answered phone calls, and nearly half were completely unreachable (no answer or callback). Email response rates were even worse at 33%. Meanwhile, potential clients are calling multiple firms simultaneously.
Source:
Clio Legal Trends Report 2024
Speed to lead is critical in legal services. Studies consistently show that firms responding within 5 minutes see dramatically higher contact and conversion rates. After an hour, your chances of connecting drop by over 60%.
Prospective clients contact 3 to 5 firms before hiring. The firm that responds first—and follows up fastest—wins the case. Yet most firms still treat intake as an afterthought, losing thousands in potential revenue monthly.
We map your intake process, identify bottlenecks, and design custom automation: greeting scripts, qualification questions, conflict-check workflows, and scheduling rules for each practice area.
We build the AI intake system, integrate with your practice management software (Clio, MyCase, PracticePanther, etc.), connect payment processors, and configure SMS flows for retainer links and appointment confirmations. Optionally syncs to Google or Outlook calendars.
We test with your team, refine scripts, launch in monitored pilot mode, and track KPIs (speed-to-lead, call answer rate, consult bookings, retainer conversion). Ongoing maintenance and improvements included.
When does the AI hand off to a human? We design the system to route complex legal questions, urgent matters, and high value cases immediately to your attorneys with full context.
The AI never gives legal advice.
Ethics first: The AI identifies itself on every call and routes substantive legal questions to licensed attorneys.
Fully compliant with bar rules on client communication.
We integrate with your existing practice management software — Clio, MyCase, PracticePanther, Smokeball, CosmoLex, and more. Optionally syncs with Google or Outlook calendars for visibility. Connect via VoIP, SIP trunk, or simple call forwarding.
Don't see your system? We build custom integrations and find the best way to work with your existing tools. If you have a practice management system, we can work with it.
We connect to payment processors (LawPay, Stripe, Square) for secure retainer collection and e signature platforms (DocuSign, HelloSign, PandaDoc) for engagement letters. SMS delivery of links with tracking. All activity logged to client matters.
Live in 4 weeks from kickoff
Bar-compliant documentation and comprehensive audit trails for all client communications.
Client Profile: 7 attorney personal injury firm serving metro area with 1,200 active cases. Uses Clio Manage and Google Workspace. Generates leads from web forms, Google ads, and referrals.
"We were losing cases to firms that answered faster. Someone would call at 7 PM, we'd call back the next morning, and they'd already hired someone else. Now the AI answers immediately, books the consult while they're still interested, and texts them the retainer link. Our conversion rate is up 40%."
*Composite case study using real implementation data. Results vary by firm size, practice area, and lead volume.
One workflow automated from start to finish. Perfect for testing automation ROI.
Ongoing automation and continuous improvement. Scale your operations without scaling headcount.
Expert guidance without the build work. Get the roadmap, build it yourself.
We design systems compliant with ABA Model Rules 1.1, 1.4, and 5.3 (competence, communication, and supervision of non lawyer assistance). Our AI maintains client confidentiality and never provides legal advice. We maintain:
Reference: ABA Model Rules of Professional Conduct
The AI identifies itself at the start of every call: "Hi, I'm the AI intake assistant for [Firm Name]." Prospective clients can request an attorney at any time with immediate transfer.
Substantive legal questions and complex matters route to attorneys immediately. Your attorneys have override authority on all intake decisions. All communications logged for conflicts checking and client matter files.
Most firms are live within 4 weeks from kickoff. Week 1: Discovery. We map your intake process, design qualification logic, and plan integrations. Weeks 2 to 3: Build. We develop the AI system, connect to your practice management software, and test with your team. Week 4: Launch. Monitored pilot with real leads and ongoing refinement.
We design the system to escalate immediately to your attorneys with full context. You get a warm handoff with case details, not a confused prospect. We configure custom escalation rules for any scenario you define.
Yes, absolutely. We design the system to introduce itself at the start of every call: "Hi, I'm the AI intake assistant for [Firm Name]. I can help you schedule a consultation and gather initial case information." Full transparency is required by bar ethics rules and built into every implementation.
Yes. We integrate via call forwarding, VoIP (RingCentral, Vonage, Nextiva, etc.), or SIP trunk. No expensive hardware or phone system replacement needed. Your existing numbers stay the same.
Projects typically range from $3,500 (pilot) to $7,500 per month or more (full automation) depending on practice areas and lead volume. Consider the ROI:
We provide a detailed ROI analysis during your demo using your actual lead volume and conversion data.
We start with a 30 to 90 day pilot with clear success metrics (call answer rate, speed to lead, consultation bookings, retainer conversion). After that, ongoing service is month to month. Cancel anytime with 30 days notice. No long term lock in.
We build multilingual support based on your client demographics. Common languages include English, Spanish, Mandarin, Vietnamese, Korean, and more. For languages not yet supported, the AI can identify the need and immediately connect to a multilingual staff member or interpreter service.
Absolutely. We build the system around your specific practice: areas of law, jurisdictions served, consultation policies, fee structures, conflicts procedures, etc. You review and approve all scripts before launch. Post launch updates typically take 24 to 48 hours.
We report on intake metrics that most firms don't currently measure but should:
Monthly dashboard included with all plans.
Sources: Industry benchmarks from Clio Legal Trends Report and ChiliPiper Lead Response Research
The AI performs pre screening based on party names and matter details, then escalates potential conflicts to your attorneys for review before any consultation is confirmed. We integrate with your practice management system's conflicts database and flag matches immediately. All conflicts decisions remain under attorney supervision.
We've built intake automation for personal injury, family law, estate planning, immigration, criminal defense, business law, real estate, and more. Each practice area gets custom qualification questions, urgency routing, and matter-specific workflows. If you do consultations and retainers, we can automate your intake.
We scope a single practice area (for example, personal injury intake to qualification to consultation booking to retainer delivery), build it specifically for your firm, and launch a monitored pilot program. You track measurable metrics: call answer rate, speed to lead, consultation bookings, and retainer conversion.
Bar compliant • Custom build, not off the shelf
No system replacement • 30 day pilot with 30 day cancellation