Automate case intake, qualify leads instantly, and track ROI by practice area. Built for personal injury, family law, estate planning, and legal practices.
The Problem
You’re a great attorney. But your intake process is costing you cases:
- Lead response is slow (hours or days)
- Case qualification is manual (wasted time on unqualified leads)
- Intake forms are paper-based (inefficient, error-prone)
- Can’t track which marketing brings in profitable cases
- Retainer collection is inconsistent
By the time you call back, they’ve already signed with someone else.
How We Help
1. Instant Lead Response (CMO Function)
Someone fills out your form → AI responds in < 60 seconds → Schedules intake consultation automatically.
Result: You’re the first firm to respond. You get the case.
2. AI Case Qualification (COO Function)
AI asks screening questions (practice area, case type, timeline) → Routes high-value cases to attorneys → Nurtures low-priority leads.
Result: Attorneys focus on cases worth their time.
3. Automated Intake (COO Function)
Digital intake forms pre-populate your case management system. No manual data entry.
Result: Save 2-3 hours/week per paralegal.
4. Consultation Booking (COO Function)
Qualified leads book directly into attorney calendars. No back-and-forth with reception.
Result: Fill your consultation slots automatically.
5. Retainer Tracking & Collection (CFO Function)
Automated retainer payment reminders. Track signed vs unsigned cases. Know your conversion rate.
Result: Increase signed case rate by 20-30%.
6. ROI by Practice Area (CFO Function)
Know which marketing channels bring in personal injury vs family law vs estate planning cases. Track case value and profitability.
Result: Invest in marketing that brings in profitable cases.
Before vs After: Personal Injury Firm
Before
- 60 leads/month from ads + SEO
- Manually calls back in 4-8 hours
- Qualifies all leads manually (15 min each = 15 hours)
- Books 25 consultations
- Signs 10 cases
After (with our systems)
- 60 leads/month (same marketing spend)
- AI responds in < 60 seconds
- AI pre-qualifies (saves 12 hours/week)
- Books 40 consultations (automated)
- Signs 22 cases
Result: +120% signed cases, 12 hours/week saved
Use Cases
Multi-Practice Area Firms
Lead comes in → AI asks: “What legal issue do you need help with?” → Routes to the right attorney automatically.
High-Value Case Nurture
Lead needs help but isn’t ready yet → 90-day automated email sequence with legal insights → Converts when timing is right.
Retainer Automation
Case signed → Automated retainer payment link sent → Payment confirmation triggers case file creation.
Case Studies
Personal Injury Law Firm: +120% Signed Cases
The Challenge:
60 case inquiries/month, manual intake taking 15 min per lead (15 hours/week), responding in 4-8 hours (losing cases to faster firms), booking 42% of qualified leads, no tracking of case ROI by marketing channel.
What We Built:
AI case qualification (screens before attorney involvement), instant response system (< 60 seconds), automated consultation booking, digital intake forms (no manual data entry), ROI tracking by practice area.
Managing Partner: “We sign more cases and spend less time on unqualified leads. Game changer.”
Results:
- +60% Qualified Consultations
- +120% Signed Cases
- 12hrs Time Saved/Week
- 100% ROI Visibility
Family Law Firm: 50-90 Cases Per Attorney
The Challenge:
Most divorce attorneys handle 10-15 cases on average. High manual intake workload, slow lead response, difficulty managing multi-case workflows, inconsistent retainer collection, attorneys overwhelmed with administrative tasks.
What We Built:
AI-powered lead qualification for family law matters, instant response system (< 60 seconds), automated consultation scheduling, document automation for intake packets, retainer tracking and payment automation, case management workflow optimization.
Lead Attorney: “We’ve increased our caseload to 50-90 cases per attorney without sacrificing quality. The system handles the admin work so we can focus on clients.”
Results:
- 3-6x Case Capacity Per Attorney (from 10-15 to 50-90 cases)
- +85% Consultation Bookings
- 18hrs Time Saved/Week
- +45% Retainer Collection Rate
What You Get
✅ Lead Generation - Strategic ads targeting potential clients in your service area
✅ Instant Response - AI qualification and booking (< 60 seconds)
✅ Automated Intake - Digital forms that populate your case management system
✅ Consultation Scheduling - Qualified leads book directly into your calendar
✅ Retainer Collection - Automated payment reminders and tracking
✅ Financial Tracking - Case ROI by practice area and marketing channel
✅ Dashboard - Real-time visibility into your pipeline
This is infrastructure for law firms that want to grow.
Practice Areas We Serve
- Personal Injury (Auto Accidents, Slip & Fall, Workers’ Comp)
- Family Law (Divorce, Custody, Child Support)
- Estate Planning (Wills, Trusts, Probate)
- Criminal Defense (DUI, Misdemeanors, Felonies)
- Immigration (Visas, Green Cards, Citizenship)
- Business Law (Contracts, LLC Formation, Disputes)
See How Many Cases You’re Losing to Slow Response
We’ll audit your current intake process and show you exactly where leads are falling through.