AI intake agent for law firms
Turn more qualified inquiries into signed clients.
Your AI agent follows every inquiry from first contact to signed engagement, flags stalled cases, and keeps the next action moving, so good prospects don’t slip away.
See how it worksBuilt for US law firms and intake teams.
More signed clients. Less intake chasing.
Never lose track of an inquiry
Keep every inquiry moving from first contact through consultation and engagement.
Fewer qualified prospects fall through the cracks.
Catch stalled intake early
Flag unanswered inquiries, pending conflict checks, missed consultations, and unsigned engagement letters.
Recover opportunities before prospects move on.
Turn follow-ups into action
Identify the next step, assign an owner, and prepare timely follow-ups for your team.
Less manual chasing. More opportunities to sign.
Diagnose. See proof. Get Started.
1. Check your fitSelf-check
For US law firms where new matters stall between first contact and a signed engagement letter.
2. See the worksheetProof
Score where intake leaks today, from first call or web form through signed client.
3. What’s includedDeploy
Deployable intake reliability for law firms. We wire the path from inquiry to signed retainer so stalled steps get a next action before the lead cools.
4. Start with one weekFAQ
Law firms
Client Intake Checklist
Deploy
What’s in the package
- One clear path from first contact to signed client
- Alerts for stalled intake, missing conflicts, unsigned retainers
- Owner and next action on every open inquiry
- Works with the tools you already use for intake
Questions
Start With One Week
- Will this replace our practice management system?
- No. It tightens the handoffs around intake. Your PMS stays the system of record.
- Who is this for?
- US law firms where partners or an intake lead feel matters leaking between first contact and retainer.
- How do we start?
- Get the worksheet, score your current path, then book a call if you want the same discipline on live inquiries.