Every Minute Screening is a Minute Not Billing
Law firms trade in time. When an attorney spends 15 minutes talking to an unqualified lead, that's direct revenue loss.
Average time spent on unqualified leads
Revenue from "tire kicker" calls
Of calls are wrong practice area
The "Tire Kicker" Problem
A significant percentage of calls to law firms are unqualified leads. Someone calls your Corporate Law firm asking about a divorce. Someone calls your Personal Injury firm about a contract dispute.
Our AI acts as a gatekeeper, performing rigorous intake to qualify leads before they ever reach an attorney. You only talk to potential clients who match your practice areas and have viable cases.
AI-Powered Client Intake
Rigorous screening that captures facts without giving legal advice.
The Intake Script
"When did the incident occur?"
Statute of limitations check
"Do you have a police report?"
Documentation verification
"Have you spoken with other attorneys?"
Conflict and representation check
"What outcome are you hoping for?"
Expectation alignment
Lead Qualification Result
Practice Area Match
Personal Injury - Auto Accident
Statute of Limitations
Within window (8 months ago)
Documentation
Police report available
Qualification Score
HIGH - Schedule Consultation
Ethical Compliance Built In
Our AI is designed with legal ethics at its core.
What Our AI Does
- ✓Gathers factual information about the situation
- ✓Asks qualifying questions from your intake script
- ✓Schedules consultations with available attorneys
- ✓Creates detailed intake records in Clio
What Our AI Never Does
- ✗Provides legal advice or opinions
- ✗Interprets laws or regulations
- ✗Recommends legal strategies
- ✗Represents itself as an attorney
UPL Compliance: Our AI gathers facts and schedules. It does not give legal advice. Every interaction is clearly disclosed as an automated system.
Deep Clio Integration
Distinguishes between leads and existing clients. Routes appropriately.
Clio Grow
New Lead Workflow
AI identifies caller as new lead
Runs full intake script
Creates contact in Clio Grow
Schedules consultation
Clio Manage
Existing Client Workflow
AI recognizes existing client
Gathers call reason and notes
Logs note in Clio Manage
Notifies assigned attorney
Customized for Your Practice Area
Different practice areas need different intake questions. We customize the AI for your specialty.
Personal Injury
Accident details, injuries, medical treatment, insurance info
- • Date and location of incident
- • Police report availability
- • Medical treatment status
- • Insurance information
Family Law
Marriage duration, children, assets, urgency level
- • Length of marriage
- • Children and custody concerns
- • Property and assets
- • Safety concerns
Criminal Defense
Charges, court dates, custody status, prior history
- • Nature of charges
- • Arrest date and location
- • Court dates scheduled
- • Bail/custody status