Law firms lose 40% of potential clients because intake takes 3–5 days. Paper intake forms get lost. Conflict checks require manual database searches. Engagement letters are emailed back and forth for days. 67% of clients will hire the first firm that responds.
End-to-end intake automation platform with branded intake forms, automated conflict checking against existing client database, instant engagement letter generation with e-signature, and online retainer payment collection.
Small to mid-size law firms (5–50 attorneys) processing 20+ new client inquiries per week, and solo practitioners who lose leads because intake takes too long
Client expectations for instant response have reached law firms. Legal industry digital transformation accelerated post-COVID. Small firms competing against big firm resources need automation to survive. Online intake is now expected, not optional.
Per-firm: $79/mo (Solo — 20 intakes/mo), $199/mo (Small Firm — 100 intakes), $399/mo (Mid-Size — unlimited + API). E-signature add-on: $0.50/envelope.
Was a good intake tool, acquired by Clio. No longer independent
Generic forms with no conflict check, no engagement letter, no payment integration
Automate candidate shortlisting with AI that analyzes resumes against job requirements, ranks applic...
Automate payment reminders and collections for SMBs with smart escalation sequences that reduce Days...
Enable agencies to send beautifully branded, automated reports to clients with data from Google Anal...