Law firms lose 25% or more of qualified prospects to slow intake. Conflict checks bottleneck on senior attorneys. Engagement letters sit unsigned for days. By the time the firm calls back, the prospect has already retained someone else.
Most law-firm intake is broken in three predictable places. None of them are visible until you start measuring.
Most firms reply to inbound intake calls in 4-24 hours. The prospect has already called the next attorney on the search results page.
Conflict checks pile up on partner desks. Intake stalls. The AI queries Clio in under a minute and only escalates flagged matches.
By the time the engagement letter ships, the prospect has cooled. Auto-generated, attorney-reviewed letters go out same-day.
24/7 phone + web intake agent. Qualifies by practice area, jurisdiction, and case viability. Runs conflict checks in real-time. Warm-transfers viable matters to the on-call attorney.
Real-time query against Clio, MyCase, PracticePanther, or Lawmatics. Adverse parties, opposing counsel, and prior representations checked against the matter being intake'd. Clear results auto-advance; flagged results route to the intake attorney.
Practice-area-specific templates. Attorney-reviewed before send. DocuSign or Adobe Sign integration. Signed engagement letters auto-create the matter in Clio with billing, IOLTA, and calendar entries already populated.
Encrypted call data at rest and in transit. Audit logs on every intake. Per-matter access controls in Clio. Quarterly compliance review with the firm's ethics counsel.
Illustrative typical scope — not a specific named customer. Real references arranged under NDA on request.
Intake-heavy multi-state firm losing roughly a quarter of qualified prospects to slow callbacks. Partners running conflict checks manually between depositions. Engagement letters drifting 3-5 days post-call. Marketing spend climbing while conversion stalled.
25-40% lift in qualified-matter conversion within 60 days. Conflict checks under a minute. Engagement letters same-day. Partner hours redirected from intake to billable work. Live in 30 days.
Full triple-stack — AI intake + Clio integration + n8n automations + engagement-letter workflow. State-bar compliance review included.
Contact Sales →Per-state scripts, multi-practice-area routing, advanced conflict logic across merged databases, dedicated CSM and ethics counsel review.
Contact Sales →Yes. We build per-state scripts that respect attorney advertising rules in every jurisdiction the firm practices in. The AI never gives legal advice, never makes guarantees of outcome, and routes anything that resembles an attorney-client communication to a licensed attorney for review before any commitment is made.
The AI queries the firm's case management system (Clio, MyCase, PracticePanther, or Lawmatics) for adverse parties, opposing counsel, and prior representations during the intake call. A conflict-clear result returns in under a minute; flagged results escalate to the intake attorney with a one-page summary before any engagement letter is sent.
Yes. We build native Clio Grow + Clio Manage integrations that push the qualified lead, intake notes, conflict-check results, and matter classification straight into the practice management system. Same pattern for MyCase, PracticePanther, and Lawmatics.
The AI is configured as a non-attorney intake specialist. It collects facts under the firm's privilege policy, stores all transcripts encrypted at rest with audit logs, and never produces work product. Privilege attaches when the attorney accepts the matter, exactly as it would with a human intake coordinator.
14 days from kickoff to live for a single-state, single-practice-area firm. Multi-state firms with multiple practice areas (e.g. PI plus family plus criminal) take 21-30 days. The case-study reference engagement was a 5-attorney multi-state firm and went live in 30 days.
No. The AI never quotes fees that imply a trust deposit, never collects payment, and never references the trust account. Engagement letters with retainer language route to the attorney for final review and a separate, ABA-compliant payment workflow before any client funds touch IOLTA.
Solos typically recover one to three qualified matters per month that would have otherwise gone to voicemail — at a $5K-15K average case fee, the system pays for itself in the first month. Mid-sized firms (5-15 attorneys) usually see a 25-40% lift in qualified intake volume within 60 days, plus reclaimed senior-attorney hours from offloaded conflict checks.
45-minute scoping call. Written quote same day. Live in 14 days for single-state, 30 for multi-state.