Your Attorneys Should Be Practicing Law, Not Managing Intake.
We build intelligent intake, conflict screening, and client onboarding systems that run alongside your practice management software.
Law firms spend enormous time on work that precedes the work: qualifying potential clients, checking conflicts, collecting retainer agreements, setting up matter records. That entire sequence can be automated - freeing your team for the legal work clients are actually paying for.
Where law firm operations break down.
Prospective clients are screened against your practice area criteria before an attorney's time is spent - automatically, based on your qualification rules.
First-pass conflict checks run automatically against your client database on intake submission. Flags reach your team before the consultation is scheduled.
Engagement letters, retainer agreements, and intake questionnaires delivered and collected automatically - with completion tracking and reminders.
New matter records created in your practice management system automatically when engagement is confirmed - no manual data entry.
Onboarding sequences, milestone updates, and document request triggers that keep clients informed without requiring attorney or staff time.
Cases outside your practice area routed to the right referral partner with automatic notification - turning declined cases into referral relationships.
Common questions.
Does this work alongside Clio, MyCase, or our existing practice management system?
Yes. We build the intelligence layer alongside your existing platform - connecting intake, qualification, and routing logic to your matter management system without replacing it.
Can you automate conflict screening?
We can build a first-pass conflict check that runs automatically against your client database when an intake is submitted - flagging potential conflicts before an attorney's time is spent on the call. Final conflict determination stays with your team.
Is this appropriate for a firm with strict confidentiality requirements?
Yes. Data handling is architected with legal confidentiality requirements in mind. We assess data flows, access controls, and storage decisions during the System Blueprint - nothing goes anywhere it shouldn't.
What practice areas does this work for?
Personal injury, family law, estate planning, immigration, real estate law, business law, and other practice areas with structured intake processes. If your intake has a defined set of qualification questions, it can be automated.
What does it cost?
Every engagement starts with a $500 System Blueprint that credits toward your build. Most legal intake and onboarding systems deploy for $4,000-$10,000 depending on practice area complexity and integrations. You'll know the exact number before Sprint 1 begins.
Ready to automate the work before the work?
Start with a System Blueprint. We'll map your intake flow, conflict logic, and onboarding sequence - and build the system that runs it automatically.