Leads paid for and never answered
In a 2024 Clio study of 500 US firms, only 40% answered the phone and 33% replied to email. Every missed lead is advertising spend already made.
We make sure no lead goes unanswered, turn docket updates into tasks with deadlines and generate documents from your templates, for firms and the agencies that serve them.
Leads, dockets and documents are spread across call tracking, email, spreadsheets and someone's memory.
In a 2024 Clio study of 500 US firms, only 40% answered the phone and 33% replied to email. Every missed lead is advertising spend already made.
A court notice arrives, but someone has to read it, create the task and calculate the deadline. An email that slips by is a missed deadline.
ABA Formal Opinion 512 asks lawyers to understand how an AI tool uses client data. A tool bolted on without that review is a risk, not a feature.
Three solutions delivered in weeks and kept running because we maintain them, on top of the tools your firm already uses.
Call (transcribed) · Personal injury · J. Miller
Web form · Workers' comp · A. Chen
SMS · Personal injury
Chat · Immigration · Unassigned
| Lead | Channel | Practice area | Attorney | Response |
|---|---|---|---|---|
| Car accident | Call (transcribed) | Personal injury | J. Miller | 6 min |
| Workplace injury | Web form | Workers' comp | A. Chen | 11 min |
| Car accident | SMS | Personal injury | — | Duplicate |
| Visa renewal | Chat | Immigration | Unassigned | 2 h |
The solutions above are the most requested. These are the other needs we see at law firms and legal marketing agencies, from the first call to billing.
Multichannel intake
Web, text, chat and calls in one record, deduplicated and assigned to an attorney.
Transcribed and summarized calls
AI transcription, a summary and the key facts of each lead, with a per-call cost cap.
Scheduling and reminders
Consultations and hearings with text or email reminders for clients and attorneys.
Client portal
Each client sees where their case stands without calling to ask.
Updates to tasks
Every docket update becomes a task with an owner.
Deadline tracking
Deadlines calculated and tracked, with escalating alerts before they're due.
Case dashboard
Docket data from the services you already use, brought together in one place.
Client status reports
Periodic status reports for each case, generated automatically and ready to send.
Documents from templates
Engagement letters, powers of attorney and recurring filings with the client's data, ready to review.
Template and brief library
The firm's briefs and templates organized and searchable, so nobody starts from scratch.
AI-assisted review
Summaries and data extraction from long files, always verified by an attorney.
Time and billing
Time per matter and invoices without spreadsheets.
Management dashboard
Matters per attorney, receivables and revenue by practice area in one dashboard.
Accounting integration
Billing and accounting connected to your case management system.
First we understand how your firm works. Then we propose with numbers. Only then do we build.
1Diagnosis
30 min · free
We map how leads arrive today, where they get lost and which tools your firm uses.
2Fixed proposal
Within 2–3 days
Scope, price and delivery date, tailored to your call tracking, CRM and practice management tools.
3Delivery and support
In weeks
We leave it running with real leads and stay on with monthly support: monitoring, adjustments and improvements.
Fixed price before we start. White-label available for legal marketing agencies.
Companies in the United States, Spain and Colombia that already work with us.
Yes. We build under the agency's brand, stay behind it with its clients, and hand over the code and documentation as agreed.
We sign an NDA before the first technical meeting, never use client data to train AI models, define retention periods and list every subprocessor, so the firm can understand how each tool uses its data, as ABA Formal Opinion 512 asks.
It's capped per call and reported monthly, so AI spend stays predictable. We set the cap with you before going live.
In Colombia (UTC-5 all year), which overlaps with US Eastern time in winter and Central time in summer. We work in English and Spanish.
No. We integrate with what you already use, such as Clio, if it has an API or allows data exports; if not, we propose the simplest option before quoting.
Related services: Systems integration and process automationCustom software development
Tell us which system or process worries you and we'll tell you how we'd solve it. No commitment.