AI & Automation
Intake Automation
From lead to matter, automatically.
We automate your intake so new leads are captured, qualified, and turned into matters with no manual re-keying — routed to the right person the moment they come in.
What's included
- Automated lead capture from all sources
- Dynamic intake forms and questionnaires
- Auto-creation of matters and records
- Smart routing and assignment
- Automated follow-up
- Conversion tracking
The benefits
Respond to leads in minutes, not hours
No re-keying the same information
Higher lead-to-client conversion
A consistent, repeatable intake process
How we work
1
Discover
We learn your goals, workflows, and where this can help most.
2
Plan & estimate
You get a clear, transparent scope and estimate — no surprises.
3
Build & deliver
Our certified team delivers on time, aligned to the plan.
4
Support & grow
We stay on to support, optimize, and scale as you grow.
Ready to get started?
Let's talk about Intake Automation for your firm — or build a transparent estimate in minutes.