Every hour your paralegal spends on intake admin is an hour not spent on billable work. A custom AI intake pipeline scores leads, generates engagement letters, collects retainers, and opens Clio matters automatically — while you focus on practicing law.
Speed wins intake. When a prospect contacts three firms, the one that responds first — with the right documents and a clear path to retainer — closes the case. Manual intake cannot compete with a system that responds in 90 seconds at any hour.
Each automation is built custom for your firm's practice areas, tools, and intake criteria. You own it. It runs 24/7.
Every intake form submission is scored by Claude in under 60 seconds — case viability, jurisdiction check, quality score, and recommended action. High-quality leads advance automatically. Edge cases go to the attorney with a full AI assessment for a 30-second decision.
Qualified leads receive a personalized, case-specific engagement letter via DocuSign within 90 seconds of submitting their form — generated from your approved template and populated with their intake data by Claude. No drafting. No sending. No delays.
The moment the engagement letter is signed, a Stripe payment link goes out automatically — via email and SMS. Timed precisely at commitment, not sent separately the next morning. Retainer conversion rates improve because there is no gap for second-guessing.
Payment confirmed → Clio matter opened automatically with all client data, case information, AI case summary, and signed engagement letter attached. The attorney gets a Slack notification with the matter link. Their first touchpoint is a fully prepared, funded matter.
Unsigned engagement letters and unpaid retainers trigger automated follow-up sequences — email and SMS reminders timed to maximize response without being intrusive. Leads no longer go cold because a document sat unopened in an inbox.
A real-time Google Sheet tracks every lead, their score, their stage in the funnel, and the outcome. You see exactly how many leads came in, how many advanced, how many converted to signed matters — and where leads are dropping off.
This exact system was built and deployed for a small law firm. Here is what it produced in the first 30 days.
Built for a small US law firm running Clio, DocuSign, and Stripe. The system handles the full intake cycle — from initial form submission to an attorney-ready Clio matter — without any manual steps for standard cases.
Your team does one hour of onboarding. Everything else is built and deployed for you.
We spend 20 minutes mapping your current intake process — what tools you use, what case types you handle, where leads come from, and what your intake criteria are. That is all I need.
Day 0I build the full pipeline — lead scoring, letter generation, payment flow, Clio integration. Your attorney reviews the scoring criteria and the engagement letter template once. Two hours of attorney time total.
Days 1–10We run test cases through the full pipeline together. When everything works as expected, we flip the switch. Your intake runs automatically from that point forward.
Days 11–14Anything not answered here gets answered on the audit call — which is free and takes 20 minutes.
Book the Call →Book a free 20-minute audit. I will review your current intake process, show you exactly what a custom automation would look like for your firm, and give you a straight answer on whether it makes sense.
Book My Free Audit →