Capture Every Lead Across Every Channel
Phone, web form, SMS, Facebook DM, Instagram, Google ads, paid social — your firm’s leads come from a dozen places. Without unified intake automation, leads get lost between channels. With it, every inquiry gets the same fast, qualified, consistent handling.
Six Functions, Unified Into One Workflow
Legal intake isn’t a single thing — it’s a chain of decisions and actions that happen between “lead arrives” and “consultation booked.” Every link in that chain has to work, or the whole thing fails.
- Multi-channel capture. Phone calls, web forms, SMS, email, Facebook Messenger, Instagram DMs, Google Ad lead forms, TikTok lead forms, chat widget. Every channel funnels into one intake pipeline so nothing gets lost between systems.
- Practice-area qualification. Different practice areas need different qualifying questions. PI: accident type, medical treatment, fault. Immigration: visa type, current status, USCIS history. DUI: arrest date, jurisdiction, prior offenses. The intake form / AI script changes based on what the prospect indicates.
- Conflict checking. Before scheduling a consultation, the workflow runs the prospect’s name (and opposing party’s name where applicable) against your existing client database for conflicts. Catches disqualifications before the firm wastes consultation time.
- Consultation booking. Once qualified, the workflow proposes available slots from your firm’s calendar in real time, books the consult, and sends confirmation + prep materials.
- Reminder cascade. 24-hour, 1-hour, and 15-minute reminder messages. Each includes a 1-click reschedule link. Cuts no-show rates by 50–60% on average.
- CRM logging + attribution. Every intake captured with source attribution (was this lead from Google Ads, organic, referral, Facebook?). Time-stamped, searchable, exportable. Powers ROI calculations on marketing spend.
From Click to Booked Consultation in Under 5 Minutes
Minute 0: Lead arrives
A prospect clicks your Google Ad at 11 PM. The landing page has a short intake form: name, phone, email, what kind of legal matter, when did it happen. They submit.
Minute 0:30: Auto-acknowledgment
Within 30 seconds, the prospect receives an SMS: “Hi [name], thanks for reaching out — I’m reviewing your details now and will follow up shortly. If urgent, reply URGENT and we’ll connect you with an attorney immediately.” Plus an email confirmation.
Minute 1: AI follow-up call
If the prospect’s intake form indicated a fit (correct practice area, recent incident), the AI receptionist initiates an outbound call to gather more details. If the prospect doesn’t pick up, the AI leaves a voicemail and books a callback.
Minute 2: Qualification + conflict check
During the call, the AI runs through practice-area-specific qualification. In parallel, the workflow runs a conflict check against your client database. If conflict exists, the AI politely refers out. If clean, the AI proposes consultation slots.
Minute 3-5: Booked, prepped, logged
AI sees attorney availability for tomorrow at 10 AM. Proposes it. Prospect accepts. Calendar invite goes out. Confirmation SMS + email follow. Within 60 seconds, the prospect receives a practice-area-specific prep checklist. Internal dashboard updates with the new entry, fully prepared with intake summary and qualification answers. The whole sequence happens before anyone in your firm has touched the file.
Every Way a Lead Might Reach You
- Phone calls — Inbound to your main line. AI receptionist answers within 2 rings, qualifies, books, transfers urgent cases.
- Web forms — Embedded on your website (snapshot includes a pre-built form template). Submissions trigger immediate auto-response + AI follow-up call.
- SMS — Inbound texts to your firm’s number. AI chatbot handles qualifying conversations via SMS for prospects who prefer text.
- Facebook + Instagram DMs — Connected via Meta Business Suite. AI replies in real time, qualifies, books, captures contact info.
- Google Ad lead forms — Lead form extensions and discovery campaign forms feed directly into the intake pipeline. No CSV imports needed.
- TikTok / LinkedIn lead forms — Less common for law firms but supported via webhook. Useful for B2B-side practices.
- Live chat widget — Site chat widget powered by the same AI. Visitors who don’t want to call can chat instead — same qualification, same booking power.
- Email inquiries — Inbound emails to your intake address get parsed by the AI, classified, and entered into the pipeline.
Don’t Schedule Consultations You Can’t Take
Conflict checks are a place where most intake automation falls flat. The standard “search the database for matching names” approach misses obvious conflicts (different name spellings, opposing parties listed only by company, related parties). It also produces false positives that frustrate intake.
Our snapshot’s conflict-check workflow is more thoughtful:
- Multiple-name search. Search prospect’s name plus aliases (maiden names, married names), opposing party’s name (if disclosed), opposing counsel (if disclosed), entity affiliations.
- Fuzzy matching. “John Smith” matches “Jon Smith” and “John Smyth” with confidence scoring.
- Adjacent-relationship flags. Prospect’s spouse, business partners, opposing party’s family members — all surfaced as adjacent conflicts for human review (not auto-rejected).
- Outcome routing. Clean → continue with booking. Probable conflict → flag for attorney review before booking. Definite conflict → polite referral-out script.
The result: significantly fewer false-positive disqualifications, while still catching the genuine conflicts that protect your firm from disqualification motions later.
Legal Intake FAQ
How do I get this set up for my firm?
The snapshot is $997 one-time. We install everything within 24 hours, then customize over the next 10 dedicated hours within 15 days. By Day 15 your intake is fully operational.
Will this replace my receptionist?
Most firms keep their human receptionist for face-to-face client interaction, scheduling complex matters, and being a human point of contact during business hours. The AI takes over the after-hours and overflow calls — the calls your human can't physically answer. The two work together.
Does it work with my existing case management software?
Yes. Native integrations with Clio, MyCase, PracticePanther, Filevine, Litify, CASEpeer, SmartAdvocate. Webhooks for everything else. Tell us your stack at onboarding.
What if a prospect prefers to deal with a human only?
The AI immediately offers to take a message and have a human call back within a window you specify. Or live-transfers if the firm allows. Configurable.
How does attribution to marketing channels work?
Every intake captured with UTM parameters, referring domain, ad campaign ID (where available), and form-source ID. Your monthly intake report breaks down lead volume and conversion rate by channel. Powers actual ROI calculations on Google Ads, Facebook Ads, organic SEO, and referral sources.
Does it handle bilingual intake?
Yes — Spanish + English by default. Add Mandarin, Vietnamese, Tagalog, Arabic, Korean, or Punjabi during the 10-hour customization window.
Stop the Lead Leak
Built for multi-channel legal intake. Book a demo to see it in action, or get the snapshot now and have it capturing every lead within 24 hours.