Only qualified leads — conflict-checked and matter-classified — hit your calendar. We build the voice and chat agent end to end for law firms — your scripts, your pricing rules, your booking flow — and wire it into the system your jobs already live in. Live in 21 business days.
You bill at $450/hr. You're answering intake calls for $0/hr.
Half your inbound is unqualified — wrong jurisdiction, wrong practice area, conflicts, or just price-shoppers. The other half are great leads who got voicemail and went to the firm down the street. Your paralegal does intake, but she's also doing real work, so the queue builds. The lead form on your site? Last reply was Tuesday.
What we build for law firms
Intake + conflict-check agent — Runs your conflict check against the CMS in real time, filters by jurisdiction and practice area, captures the matter facts, and triages to the right attorney. Sends you a fully-summarized intake before you ever pick up.
Clio / MyCase / PracticePanther native integration — Creates the contact, opens the matter, attaches the intake summary, and triggers the engagement letter automation — all before the lead's coffee gets cold.
Engagement-letter trigger on qualified leads — Auto-generates and sends the engagement letter via DocuSign for qualified matters, with payment plan capture for retainer collection. Closes the loop without partner involvement.
The three failure points in legal
A partner running intake is a partner not billing. The agent runs the intake script your firm uses, every time.
Conflict checks belong at the front of the funnel, not the back. The agent runs the conflict check against your CMS before the consult is scheduled.
30-minute consult slots are too valuable for jurisdiction-mismatched or fee-allergic leads. The agent screens both before booking.
The arithmetic
A multi-attorney PI firm averages 12-25 intake calls a day, with partners pulled into 30-40% of them — burning 8-15 billable hours per partner per month. A trained intake agent screens, qualifies, and books only the cases that meet the firm's criteria, lifting qualified-to-signed conversion 15-25% and recovering 20+ billable hours/month across the firm. At PI hourly rates that's $8-15K/mo in time recaptured, on a $1,997/mo agent.
Will it run a conflict check?
Yes — against Clio, MyCase, PracticePanther, and a few other CMS systems. The agent only books consults for non-conflicted leads.
Is this allowed under bar rules?
The agent doesn't give legal advice — it only schedules and qualifies. We disclose 'AI assistant' on the open in jurisdictions that require it.
Can it route by practice area?
Yes. The agent classifies the matter (PI, family, criminal, business, estate, etc.) and routes to the right attorney's calendar.