Convert 40% more consultations by responding in seconds, not hours.
When someone searches "DWI attorney near me" at 11pm on a Saturday, they call three firms. Whichever firm gets back to them first — within minutes, not hours — gets the case 78% of the time.
The typical law firm's intake lives across three systems: a contact form on the website, a notification email that goes to one person, and a CRM that nobody updates until Monday. A prospect who fills out a form at 11pm sits in a queue until someone checks email at 8:30am.
By then, two other firms have already called.
average response time at most small firms
average at firms that have automated intake
lift in consultation conversion from speed alone
Each step shows what the agent does autonomously and what your team sees on their end. Human approval gates are marked.
Agent receives the webhook. Parses form fields. Validates required info.
Matter starts as pending in Clio with a "new intake" tag.
Agent cross-references the prospect against your existing client and party-of-interest lists. Flags any match.
If a conflict is flagged, the agent stops and notifies the partner.
"Thanks Jordan — we got your note about the DWI matter. Someone from our team will call within the next 10 minutes."
Copy is pre-approved by you during setup and tuned to your firm's voice.
Agent checks which attorney is on intake duty. Dials the prospect.
Attorney's phone rings with context: prospect name, matter type, form details.
After the call, attorney tags the lead as qualified. Agent sends calendar invite, Zoom link, and intake paperwork.
Consultation is on the calendar. Intake docs in the prospect's inbox.
Agent tries another call attempt, then SMS, then email — progressively over 72 hours.
Partner sees the sequence running on the dashboard. Can pause or take over.
Agent either hands to a longer nurture sequence or closes out with a polite note.
Lead shows in your CRM with a clear final status.
lift in consultation conversion from speed alone
average response time, 24 hours a day
saved per week per paralegal on intake admin
ghost leads rotting in someone's inbox
Tell us where your team is losing time. We'll tell you honestly — whether AI can help, and if so, what we'd build first.
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