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.
Where time disappears in a typical week.
The administrative and coordination friction we repeatedly observe in law firms:
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.
Targeted automations and workflows.
Concrete interventions built to remove repetitive execution:
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.
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.
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.
Walkthrough: Family law firm, downtown
Illustrative scenario demonstrating how this build typically coordinates operations.
Evening and weekend inquiries waited until Monday; several prospects retained other counsel first.
24/7 intake answers, runs a conflict-safe qualification script, and books consults into open slots.
First response in under 2 min
What we recommend starting with.
Rather than deploying multiple automations simultaneously, we prioritize the single highest-frequency constraint—typically 24/7 inquiry intake and qualification. Once that workflow operates reliably in production, secondary tools can be connected.
Compliance & Data Safeguards
Questions law firms ask us.
Implementation details, operational constraints, and practical questions.
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.
Operating a law firm business?
Describe where your team spends the most repetitive manual attention. We will assess whether an automation or workflow integration can resolve it.