For law firms
Bill more hours. Chase fewer.
Potential clients answered the moment they reach out - including at 9 p.m. - intake and documents handled without paralegal hours, and follow-ups that run themselves. Confidentiality-first.
The week we keep hearing about from practices
After-hours inquiries retain whoever answers first
Someone searching for a lawyer at night is in a decision moment. If your firm responds Monday and another firm responds in five minutes, the retainer follows the five minutes.
Intake and conflict checks consume billable time
Qualifying the matter, collecting details, running the conflict check, scheduling the consult - an hour of admin scattered across people who bill by the hour.
Unbilled follow-up work piles up
Chasing documents from clients, nudging unpaid invoices, confirming consults - necessary work nobody can bill, done late or not at all.
What we automate for you
24/7 inquiry intake and qualification
Every call and web inquiry is answered immediately. A qualification script collects matter type, urgency, and contact details, books qualified consults into open slots, and flags conflicts for review.
First response in under 2 min
Document intake and summarization
Clients upload documents through a secure link; files are organized to the matter and summarized for first review, with key dates and parties extracted.
3-5 paralegal hrs/week back
Follow-up sequences for consults and invoices
Document requests, consult confirmations, and invoice reminders run automatically in the firm's voice - persistent, professional, and logged.
Faster payment, fewer write-offs
A recent build like yours
Family law firm, downtown - anonymized for client privacy
The problem: Evening and weekend inquiries waited until Monday; several prospects retained other counsel first.
The build: 24/7 intake answers, runs a conflict-safe qualification script, and books consults into open slots.
First response in under 2 min
What it costs
No hourly billing, no open-ended retainers. You always know the number before we build.
Custom build
Typical engagements run $7,500 - $25,000
Scoped and quoted after your audit, with monitoring and support from $1,500/month. You approve the scope before anything is built.
PIPEDA/PHIPA-aware data handling. No patient or client records touch our systems without a signed agreement, and we work inside your existing tools wherever possible.
Questions law firms ask us
How do you handle confidentiality and privilege?
Intake scripts collect only what qualification requires, client documents move through secure, access-controlled channels, and nothing is stored by us without a signed agreement. We will walk your managing partner through the data flow before anything is built.
Will an automated intake put off potential clients?
The opposite, in practice: they get an immediate, competent response instead of voicemail. The script identifies itself, gathers the essentials respectfully, and a human follows up fast.
What does an engagement cost?
Custom builds typically run $7,500 to $25,000 depending on scope, with support from $1,500/month. One additional retained matter usually covers the intake build on its own.
Does it integrate with Clio?
Yes - Clio, Clio Grow, and most practice management platforms. Qualified leads, consults, and documents land where your team already works.
Find out what law firms get back from automation.
A free 30-minute audit. You leave with three automation ideas sized to your business - whether you hire us or not.
Not ready to talk? Grab the free Automation Opportunities Checklist - 25 tasks your business can stop doing by hand.
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