Streamlined Onboarding

Turn Visitors Into
Clients, Automatically.

Eliminate manual data entry. Our AI intake systems guide prospects through intelligent forms, qualify them based on your criteria, and populate your case management software instantly.

See It In Action
AI Client Intake Interface - Smart Forms

New Client: Corporate Litigation

Qualified
High ValueSource: Web
CRM Sync Active

Zero Data Entry

Client information is captured once and automatically synced across all your systems—CRM, practice management, and email.

Conditional Logic

Smart forms adapt in real-time. If a client answers 'Yes' to a question, the form dynamically asks for the relevant details.

Auto-Scheduling

Qualified leads can instantly book consultation slots that stick. Our system handles confirmations and reminders.

Automate Your Intake Process

Stop chasing leads and manually entering data. Let our AI handle the logistics so you can focus on the law.

Build My Workflow