Law firm intake automation
A consultation form, clear lead qualification and automatic confirmation — so the firm spends time on serious clients. Tell us the goal and we will propose a clear scope with an approximate quote.
Get a quote
Law firms lose hours on incomplete inquiries and calls outside their practice areas. Automation adds a clean intake: matter type, short description, contact and confirmation.
Optional AI can ask a few questions before scheduling so you immediately see if the inquiry is relevant.
With Law firm intake automation, the goal is simple: fewer lost inquiries, clearer communication, and a process your team can rely on every day — not another tool that sits unused. We work transparently: scope, timeline and estimate before we start.
What firms get
Cleaner intake
Inquiries arrive with context, not just “call me”. This detail often makes the difference between a nice page and a useful one.
Fewer low-quality calls
Filter by practice area / matter type. This detail often makes the difference between a nice page and a useful one.
Faster confirmation
Clients know the request was received. This detail often makes the difference between a nice page and a useful one.
Better website intake
Form ready for SEO and ads. This detail often makes the difference between a nice page and a useful one.
What a package can include
- Consultation / inquiry form
- Qualification fields (area, urgency)
- Alert to the firm
- Automatic confirmation to the client
- Optional calendar connection
- Optional AI pre-qualification
- Clear recommendations for the next step after delivery
Process
1. Brief
Practice areas and what you want to filter. We confirm details before moving on.
2. Intake
Questions and confirmation flow. We confirm details before moving on.
3. Setup
Form, alerts, optional calendar/AI. We confirm details before moving on.
4. Handoff
Test and message tone alignment. We confirm details before moving on.
For lawyers and small firms
Solo lawyers and small firms that want cleaner website intake without feeling like a call center. We start from the tools you already use and expand only where it clearly saves time.
FAQ
Does this give legal advice automatically?
No. Automation is for intake and admin, not legal advice. If you share a short brief, we can narrow the estimate quickly.
What about confidentiality?
We collect only what is needed for first contact and set flows carefully. If you share a short brief, we can narrow the estimate quickly.
Can it work with my current site?
Yes. We also offer a lawyer website package. If you share a short brief, we can narrow the estimate quickly.
Does AI replace the lawyer?
No. AI can only gather basic information before the conversation. If you share a short brief, we can narrow the estimate quickly.
How do I get a price?
Send practice areas and how you take clients today. If you share a short brief, we can narrow the estimate quickly.
Ready for cleaner client intake?
Request a quote for law firm intake automation.