A law firm’s product is judgment, but most of its day is process: intake, documents, scheduling, chasing. We automate the process so the judgment gets the hours.
A potential client who fills a form and waits two days for a callback has usually retained someone else.
Versions multiply, deadlines hide in inboxes, and paralegals become traffic controllers.
Scheduling, reminders and follow-ups consume staff time that never appears on an invoice.
Instant engagement for every inquiry, structured intake, conflict-check preparation and scheduling without the phone-tag.
Collection, status tracking and deadline visibility in one system instead of an inbox.
A private place for clients to see status, share documents and pay, which also ends the ‘any update?’ calls.
Shipped systems built on the same architecture:
Booking, payments and confidential results delivery in one app, the same trust architecture a client portal needs.
Instant, persistent follow-up on 100K+ leads. Swap ‘lead’ for ‘intake’ and the system is the same.
Price your intake fix before the next lead leaks.
The architecture is privacy-first: encrypted storage, role-based access, audit trails, and AI components scoped so client data never trains anyone else's model. Confidentiality requirements are scoped explicitly with you.
Intake, conflict-check prep, document collection and appointment scheduling are process work, and process is what automation does best. Judgment stays with lawyers; the chasing stops.
Intake automation typically starts around $4k; client portals and document workflows run $8k–$25k depending on scope.