Capture Every New Case Inquiry - Even When You're in Court
Every call gets answered, case details get collected, and high-value matters get flagged - while you're in depositions or trial.
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Legal Intake Savings Calculator
See what you'd save by automating intake instead of hiring a paralegal or intake coordinator.
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Manual new matter intake calls is costing your business $68,640 per year.
A custom product is likely to save you between 60% - 90%
Hours Saved
343 hrs
Money Saved
$41,184
Here's how much you could save if AI handles 60% of this work.
What Gets Automated in Your Intake Process
Qualify matters faster and protect billable time without extra staff.
Matter Intake Agent
Capture case details fast
Potential client calls at 7 PM. System asks the right questions (what happened, when, injuries/damages), captures everything, and sends you a summary.
Consultation Scheduler
Book consultations instantly
Automate scheduling, reminders, and prep instructions.
Lead Qualification
Focus on high-value matters
Screen for fit, timeline, and jurisdiction before intake.
Referral Follow-Up
Stay top-of-mind
Automated follow-ups keep referrals engaged and responsive.
Document Collection
Gather evidence quickly
Securely request photos, records, and statements without back-and-forth.
Intake Dashboard
Track conversion & response
Monitor response time, intake status, and source performance.
Protect your billable hours with automated conflict screening and intake.
Inbound Voice System
Receive and handle incoming calls
- Vet every lead 24/7 by screening for legal conflicts and matter fit before they reach your desk.
- Secure consultations faster by scheduling appointments and collecting retainers or fees on the call.
- Accelerate case prep by collecting initial documents and court notices via secure automated links.
Outbound Voice System
Proactive outreach and follow-ups
- Nurture warm referrals by introducing your firm and qualifying cases from past clients or partners.
- Recover missed consultations by proactively reaching out to rebook "no-show" prospects.
- Update clients automatically with proactive case-status check-ins and document deadline reminders.
Everything your AI assistant handles automatically
AI agents that never sleep
Specialized assistants handling your operations around the clock
Conflict Screener
Ensures every potential client is a safe and profitable fit.
Consultation Scheduler
Manages your calendar and collects fees without human intervention.
Case Update Coordinator
Keeps clients informed to reduce "status update" phone calls.
Stop Losing High-Value Cases to Firms That Answer First
Calls get answered immediately, conflict checks run automatically, and high-value matters get escalated to you - even if it's 10 PM on a Saturday.
Trusted by teams scaling with AI
How We Implement This for Your Firm
Shorten response times, protect billable hours, and grow qualified caseloads.
Review Your Current Intake Process
We analyze how quickly you respond to new inquiries, where cases get lost, and what questions you need answered upfront.
Set Up Your Intake Automation
We create custom intake questions for your practice areas, integrate with your case management system (Clio, Filevine, etc.), and set up conflict checking.
Deploy & Monitor Performance
We track response times, see which inquiries convert to retained clients, and optimize the questions to increase case acceptance.
Common Questions from Law Firms
Straight answers before you commit.