Automate Case Qualification
Filter out cases you don't take. Collect case details and schedule consultations for qualified leads only.
See It In Action
Why Law Firms Waste 20 Hours Per Week on Unqualified Intakes
The Free Consultation Trap
A personal injury firm offers free consultations. 60% of consultations are from unqualified cases: expired statute of limitations, shared liability, insufficient damages. Each consultation wastes 30 minutes. That's 15 hours/week on worthless cases. A bot screens upfront, asking: 'When did the injury happen?' and 'Who was at fault?' Unqualified cases never reach partners.
Document Collection Takes Forever
A potential client books a consultation but has no medical records ready. During consultation, you spend 20 minutes explaining what documents you need. They email them 2 days later. You email back requesting more. A bot collects medical records, photos, and police reports BEFORE consultation. You have everything before the meeting.
Conflicts Cost Money
A partner takes on a case, does initial research, then discovers they already represent the opposing party. Work is wasted. Malpractice risk increases. A bot that checks conflicts automatically before booking consultation prevents these expensive mistakes.
Qualified Cases Convert to Retainers
When a case is pre-screened and qualified before the consultation, partners close 80% of meetings into retainers. When cases are unqualified, close rate is 10%. Better intake = Better closing rates.
Case Screening
Asks case-specific questions (injury type, liability clarity, damages estimate) to pre-qualify.
Document Upload
Securely collect photos, medical records, or police reports via encrypted chat.
Conflict Check
Automatically checks opposing party names against your firm's existing cases for conflict.
More Billable Hours
Stop spending free consultation time on cases that go nowhere. Let AI handle the initial intake.
For $29/month, streamline your front office and ensure every consultation is a potential win.
Only $29/month. Cancel anytime.
Start Your Free TrialFrequently Asked Questions
Can it check for conflicts of interest?
Yes. It checks case parties against your firm's client database and flags conflicts before intake.
Is the document collection secure/compliant?
Yes. All documents are encrypted, HIPAA-compliant, and securely transferred to your case management system.
Can it integrate with case management software?
Yes. Works with LawLabs, CaseManager, Practice, and most legal practice management systems.