Automate your entire intake funnel—conflict checks, scoring, scheduling, payment, and CRM—so your team focuses on revenue-generating case work.
Guaranteed AI conflict checks powered by OpenAI API
Instant case value scoring (1–3) aligned to your firm profile
End-to-end automation: lead → conflict → schedule → pay → CRM
Staff spend 40+ hours a week triaging forms, checking conflicts, chasing follow-ups, and keying data—hours that should go to winning cases. We remove 100% of the manual intake labor so your staff work where they create the most value: case strategy and client management.
Typical delivery: 2–9 weeks (firm-dependent).
We document your current intake flow, conflict process, and client routing to design automation around it.
We create and connect automations in Make.com + GoHighLevel to handle intake, scoring, and routing.
We simulate real client submissions and edge cases to ensure reliability and accurate data handoff.
We deploy live with monitoring, analytics, and rollback safeguards.
We refine scoring thresholds, workflows, and follow-up timing based on performance data.
Immediate conflict checks, faster time-to-consult, and savings measured in thousands—if not tens of thousands—monthly.
Instant conflict scans against your firm's database and CRM—flagging matches before intake reaches staff.
Automatically ranks new leads by potential case value, helping your team focus on profitable intakes first.
Every form submission becomes a clean, standardized record in your CRM—no manual input or duplicates.
Smart reminders and email/SMS follow-ups keep leads engaged until they book or close—no staff time required.
Clients book consultations and pay retainers through one self-serve flow connected to your CRM.
Two-way sync with GoHighLevel and your CRM keeps lead, payment, and conflict data fully aligned.
Marketing automation platform
Workflow automation
AI-powered conflict checking
Clio, Lawmatics, MyCase, PracticePanther, etc.
Reduction in Intake Time
Faster Conflict Checks
Saved Monthly
Maintenance reflects token usage and proactive upkeep. We're fully transparent—book a consult to see the breakdown.
Yes; we integrate with your stack or advise on a light migration.
Fully configurable to your case profile, practice areas, and thresholds.
Least-privilege access, encrypted transit/storage where applicable, audit logging; we follow firm policies.
We iterate. Optimize step includes tuning after go-live.
No—we let your team focus on revenue work instead of manual intake.
Typically 2-9 weeks depending on your firm size and complexity of existing processes.
Token usage monitoring, system updates, performance optimization, and ongoing support.
Absolutely. We can implement features incrementally based on your priorities.