AI Sales Automation for Law Firms
Thefirmthatanswersfirst signstheclient.
AI that responds to every inquiry day or night, gathers intake details, books the consultation and follows up until the fee agreement is signed, while your team stays focused on cases.
Not ready to talk? Score yourself in 2 minutes
- Fri 9:40 pmSomeone calls after a car accident. Nobody is in the office.
- Fri 9:41 pmThey get a text back with a few intake questions and consultation times.
- Sat 10:00 amIntake answers arrive. Conflict check is flagged for your team. They book Monday.
- Mon 9:00 amReminder with the attorney’s name and what to bring. The consultation happens.
- Mon afternoonFee agreement sent for e-signature. A follow-up the next day answers a question about fees.
- Clio
- Lawmatics
- MyCase
- PracticePanther
- Smokeball
- LEAP
- HubSpot
- Clio
- Lawmatics
- MyCase
- PracticePanther
- Smokeball
- LEAP
- HubSpot
Sound familiar?
The leak01 / 03
01
After-hours inquiries go elsewhere
People search for a lawyer when the problem happens, often at night or on weekends. If nobody responds, they call the next firm on the list.
The leak02 / 03
02
Consultations don’t show
A booked consultation with no confirmation or reminder is easy to forget, and an empty slot is lost billable time.
The leak03 / 03
03
Consults that don’t sign
The consultation goes well, then the fee agreement sits unsigned. Without follow-up, the prospect keeps shopping.
Workflows for Law Firms
Each one runs on the software you already use, or as custom code you own.
Instant response and intake
Every web form, chat and missed call gets a reply in under a minute with intake questions for that practice area. Your team sees a clean summary.
Consultation booking and reminders
Qualified prospects book straight into attorney calendars, with confirmations and reminders that cut no-shows.
Fee agreement follow-up
After the consultation, the fee agreement goes out with e-signature and planned check-ins until it’s signed or closed out.
Client onboarding
New clients get their welcome packet, document requests and portal access automatically, with reminders for anything outstanding.
Intake team practice
AI roleplay for intake staff: handling upset callers, fee questions and “I’m still deciding”, with a score after each practice call.
See how each workflow works
One lead, start to finish.
An example journey. Timing and messages are set up around how your business works.
- Fri 9:40 pmSomeone calls after a car accident. Nobody is in the office.
- Fri 9:41 pmThey get a text back with a few intake questions and consultation times.
- Sat 10:00 amIntake answers arrive. Conflict check is flagged for your team. They book Monday.
- Mon 9:00 amReminder with the attorney’s name and what to bring. The consultation happens.
- Mon afternoonFee agreement sent for e-signature. A follow-up the next day answers a question about fees.
- SignedWelcome packet, document requests and portal access go out automatically.
No new software to learn.
We build on the tools you already pay for and connect the places your leads already come from. Need something they can’t do? We custom-build it, and you own the code.
Software7 tools
- Clio
- Lawmatics
- MyCase
- PracticePanther
- Smokeball
- LEAP
- HubSpot
Lead sourcesEvery one answered
- Google Local Services Ads
- Website forms and chat
- Avvo
- Justia
- Referrals
- Missed calls
They’re promising Q4. We ship Thursday.
- 01
Free audit
A 15-minute call. We map where your leads and quotes leak today.
- 02
We build it
No six-month project. We ship your first workflow fast, on your existing tools or as custom code you own.
- 03
Runs every month
We watch the numbers and keep improving it. You keep the jobs.
Questions from Law Firms
01Does the AI give legal advice?
No. It collects intake information, books consultations and answers questions about your process. Anything that needs legal judgment goes to an attorney.
02How are conflict checks handled?
Intake details are passed to your team so conflicts are checked before a consultation is confirmed. The AI never decides whether to take a matter.
03Does it work with Clio, Lawmatics or Smokeball?
Yes. Leads, matters and documents stay in your practice management software. We add the replies, reminders and follow-ups on top.
04Is this compliant with advertising and solicitation rules?
We only follow up with people who contacted your firm, include clear opt-outs, and work with you to keep messages within your bar’s rules.
05Do I own what you build?
Yes. If we build on your existing tools, the workflows live in your own accounts. If we custom-build, the code lives in your own repository and is yours to keep, and you can change it later yourself with AI coding tools like Claude Code or ChatGPT.
Your team does the selling. AI does the chasing.