Industries · Legal
AI Automation for Legal & Financial Firms
For law and financial firms, every inquiry could be a high-value matter — or a poor fit. We build AI agents that run structured intake, qualify the matter, route to the right partner, and book consultations.
The problem
Slow replies cost you the booking.
Manual intake is slow and inconsistent, and good prospects won't wait. Without fast, structured follow-up, qualified matters slip away and unqualified ones waste your time.
What we build for you
- Client intake forms and qualification questions, automated
- Document request and reminder flows
- Lead routing to the right partner based on case type
- Calendar booking for consultations
Typical investment: $3,000–$7,000/mo — after your free 30-day pilot.
How it works
Live in about two weeks — you don't touch the tech.
30-min call
We learn your inbound, your offers, and how you book.
We build it
We configure the AI around your exact workflow.
You approve
Every reply waits for your okay — or auto-sends once trusted.
It books
Qualified leads land on your calendar, 24/7.
Legal questions, answered
Can it route by practice area?
Yes — it qualifies the matter and routes to the right attorney or partner based on case type before booking.
Is client information handled carefully?
Access is scoped to intake and booking, and you remain the data controller. We review confidentiality and compliance on your call.
Does it replace a paralegal?
No — it handles first-touch intake and scheduling so your team spends time on qualified matters, not phone tag.
Stop losing legal leads to slow replies.
We build it, run it, and prove it in 30 days — free. The first reply your customer reads, handled.