Legal & Intake Automation
Most firms can't tell you their cost per signed case, the SOL (statute of limitations) clock on every active lead, or which marketing channel actually converts. Intake leaks revenue at every step — cold lead to consult, consult to retainer, retainer to signed-and-served. We build systems that qualify leads in real time, push retainers and stips automatically, and report the full source-to-signed funnel so marketing spend stops guessing.
For PI, mass-tort, and intake-heavy law firms that want to know their real cost per signed case.
The pains we hear from operators in this space.
Inbound leads cool off in the gap between web form, voicemail, and the first callback
Paralegals spend their day chasing IDs, medical authorizations, and signatures by hand
SOL clocks tick down with nobody tracking them across the active book
Marketing budgets get allocated on cost-per-lead instead of cost-per-signed-case — so the wrong channels get fed
Lead-source attribution breaks the moment a prospect moves through three different forms
The internal systems we drop in to fix them.
AI-driven intake by SMS, voice, or web that qualifies on liability, damages, and treatment in real time
Automated retainer and stip (supporting-documents) workflows that handle e-sign, ID upload, and medical auth in a single thread
An SOL monitor with cascading alerts before any active lead goes cold
Source-to-signed marketing dashboards that track CPL → CPC → CPSigned by channel and case type
Co-counsel and referral routing with fee-split tracking baked in from the start
A few of the concrete pieces we typically ship.
Inbound SMS and voice qualifier that books consults 24/7
Retainer and stip portal handling sign, ID, and medical auth in one flow
Source-to-signed marketing dashboards by channel and case type
Tell us what's broken.
We'll tell you what to build.
A 30-minute call. No pitch deck. We map the workflow you're trying to fix and tell you straight whether we're the right team for it.