From First Call to Retainer: The AI Operating System for Modern Law Firms.

Stop wasting billable hours on unqualified inquiries and administrative drag. Our AI Agent provides 24/7 legal intake, qualifies high-value injury cases, and automates your entire client workflow, so you can focus on what you do best: practicing law.

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The True Cost of an Inefficient Practice

The modern law firm is drowning in non-billable work. Every minute your team spends on manual intake, chasing unqualified leads, or administrative follow-up is a minute not spent on case strategy, client communication, and winning high-value cases.

7x

The likelihood of converting a new legal lead drops by 7x if you wait more than one hour to respond. Our AI engages every lead instantly. Source

62%

of clients will choose the first law firm that responds to their inquiry. We ensure you're always first, 24/7. Source

33%

of a lawyer's time is spent on non-billable administrative tasks. Our AI OS gives you those hours back. Source

Case Value ROI Calculator

Estimate the potential revenue you're leaving on the table.

%
$
Potential Additional Monthly Revenue $225,000
Potential Additional Yearly Revenue $2,700,000

Calculation assumes a conservative 50% increase in your lead-to-consultation conversion rate due to instant, 24/7 AI qualification and booking.

Your AI-Powered Law Firm Operating System

This isn't just an answering service. It's a suite of powerful, interconnected automations designed to manage every stage of your client pipeline, from initial contact to post-settlement reviews.

Workflow Name & Goal Trigger Action Why It Matters
1. 24/7 AI Legal Intake & TriageInbound call or web form submissionAI engages instantly, asks custom questions to identify practice area (e.g., "Was this a car accident or a business dispute?").Captures every potential client and instantly filters out inquiries that don't match your practice areas.
2. Automated PI Case QualificationInquiry identified as "Personal Injury"AI asks deeper qualifying questions: date of injury, police report status, medical treatment received, at-fault party info.Delivers a detailed, pre-vetted case summary to your paralegals, not just a name and number.
3. Intelligent Consultation BookingLead is qualified by AIAI checks attorney/intake specialist's calendar and books the initial consultation, sending confirmations and intake form links.Eliminates the phone tag and administrative friction of scheduling, turning a raw lead into a booked appointment instantly.
4. Automated New Client OnboardingRetainer is signed (status changed in CRM)Triggers a welcome email sequence with next steps, a secure client portal link, and an introduction to their paralegal.Creates a professional, consistent onboarding experience that builds client confidence from day one.
5. Document & Evidence Chase Sequence3 days after intake form is sent, if incompleteAI sends a polite SMS/email reminder with a direct link to the secure document upload portal. Repeats every 3 days.Automates the administrative "nagging" that consumes paralegal time, keeping cases moving forward.
6. Case Milestone Updates for Clients & PartnersCase status is updated in your Case Management SoftwareSend automated email/SMS updates to the client and referring agent (e.g., "Great news! Your demand letter has been sent.").Provides a proactive, high-touch experience and drastically reduces inbound "what's the status?" calls.
7. Post-Settlement Review & Referral EngineCase status is marked "Settled"Wait 14 days, send a personalized SMS asking for a review on Google or Avvo. Wait 30 more days, then ask for referrals.Systematically builds your firm's online reputation and generates high-quality new business on autopilot.

Frequently Asked Questions

1. Is this system compliant with client confidentiality and legal ethics rules?
Yes. We built this platform with legal and ethical obligations at its core. All data is encrypted in transit and at rest. We sign a BAA, and the platform is designed to support your duties of confidentiality and supervision. The AI acts purely as an administrative and scheduling assistant under your firm's direct oversight.
2. Can the AI give legal advice or risk the Unauthorized Practice of Law (UPL)?
Absolutely not. This is a critical design feature to prevent UPL. The AI is strictly a non-legal intake and scheduling assistant. If a prospect asks a question that could be interpreted as a request for legal advice, the AI is trained to respond with: "That's an excellent question for an attorney. My role is to gather some initial information and schedule a consultation so they can provide you with the expert legal guidance you need." It does not analyze facts or apply law.
3. Can this integrate with our existing Case Management Software (e.g., Clio, MyCase, Filevine)?
Yes. Our platform is built to be the "central nervous system" of your firm's client pipeline. We can integrate with most major legal practice management systems that offer an API. This allows us to create new matters, sync contacts, and trigger automated updates based on case status changes within your existing software, eliminating duplicate data entry and ensuring one source of truth.
4. How does this change the daily workflow for my paralegals and intake staff?
It doesn't replace them; it empowers them. The AI handles the repetitive, low-value front-end tasks: answering every call, filtering out spam and non-relevant inquiries, and gathering basic information. This means your skilled staff spends their time on high-value work: conducting detailed interviews with pre-qualified clients, reviewing documents, and preparing cases, instead of wasting time on phone tag or with tire-kickers.