Services
What We Build for Your Firm
Every system is custom-built for your intake process. We don't sell generic automation subscriptions — we build systems that fit the way your firm actually handles cases.
AI Chat Intake Assistants
What It Is
A 24/7 AI chat system embedded on your website that engages potential clients, gathers case details, and books consultations automatically.
Problem It Solves
Most PI firms lose leads after hours and on weekends. A potential client injured on a Saturday night who doesn't get a response goes to the next firm on Google.
Result for Your Firm
Every website visitor gets an immediate, intelligent response — any time of day. The AI gathers injury details, screens the case, and books a consultation without anyone on your team being involved.
AI Voice Agents
What It Is
An AI phone agent that answers calls when your staff can't — capturing case details, screening the caller, and scheduling consultations.
Problem It Solves
Overflow and after-hours calls go to voicemail. Most injured people don't leave messages — they call the next firm. Every missed call is a potential case you'll never know about.
Result for Your Firm
Every call gets answered. The AI gathers the caller's information, screens the case for viability, and either books a consultation or transfers to a live person when appropriate.
Consultation Booking Automation
What It Is
A fully automated scheduling system that lets potential clients book free consultations directly into your calendar based on your availability and intake criteria.
Problem It Solves
Back-and-forth scheduling is slow, and slow intake kills conversions. Injured people in pain who can't get a quick appointment will find someone who can see them sooner.
Result for Your Firm
Potential clients book directly after pre-screening. Automated confirmations and reminders reduce no-shows. Your consultation calendar stays full without your staff managing it.
Retainer Follow-Up Systems
What It Is
Automated multi-step follow-up sequences via SMS and email that keep unretained leads engaged and move them toward signing.
Problem It Solves
Most firms follow up once or twice, then move on. But many PI leads need several touchpoints before they're ready to sign — and your competitors are following up more consistently.
Result for Your Firm
Every lead that doesn't sign immediately gets a strategic follow-up sequence. Timely, relevant messages keep your firm top of mind until the prospect is ready to move forward.
CRM & Intake Pipeline Automation
What It Is
Workflow automations that update your case management system, move leads through intake stages, and trigger team notifications based on case status.
Problem It Solves
Manual data entry into your CRM is time-consuming and inconsistent. When intake information is scattered or missing, it slows down your team and creates gaps in the pipeline.
Result for Your Firm
Your CRM stays current automatically. Leads are tagged by injury type, stage, and activity. Your intake team always has a clear view of where every potential case stands.
Client Communication Automation
What It Is
Automated communication workflows that keep signed clients updated on their case status, upcoming appointments, and document needs — without staff manually reaching out.
Problem It Solves
Signed clients who don't hear from their attorney's office become anxious and generate inbound calls that pull your staff off more important work.
Result for Your Firm
Clients get proactive, timely updates through automated messages. Fewer inbound client calls, higher client satisfaction scores, and more time for your team to focus on actual casework.
Custom AI Intake Workflows
What It Is
Purpose-built automation systems designed around your firm's specific intake process, practice areas, and team structure.
Problem It Solves
Generic automation tools aren't built for law firms. Workarounds and half-finished setups lead to broken workflows and more manual cleanup than before.
Result for Your Firm
A system built specifically for your firm — your intake questions, your case criteria, your tools, your team. We map your process first and build something that actually fits.
Not sure which service fits your firm?
Book a discovery call and we'll map your current intake process, identify where leads are being lost, and explain exactly what we'd build.
Book a Discovery Call