The personal-injury, family & immigration playbook: case-value aware.
AI intake, conflict checks, follow-up, referral tracking, and case-value reporting, built for practices where one signed case can outweigh a year of fees.
Intake-line patterns that don't drop a high-value case.
24/7 AI intake line
Captures incident details, jurisdiction, and how much time is left to file. Routes urgent matters to the on-call attorney.
Conflict-check workflow
Pre-screens against the firm's existing client list before scheduling consult. Reduces wasted intake time.
Sign-up follow-up
A multi-touch follow-up over 21 days for unsigned consults, paced around medical-treatment timelines.
Referral attribution
Tracks which referral source produced which signed case. Closes the loop with referring partners automatically.
Case-value reporting
Weighted pipeline by practice area. The kind of reporting managing partners actually want.
Compliance posture
Warns you when a state requires both people's consent to record a call, follows your data-retention rules, and respects attorney confidentiality requirements.
What legal-vertical agencies charge.
Suggested retail. You set your own pricing. Personal-injury firms typically price highest, because one signed case can dwarf a year of fees.
Stop dropping high-value cases.
A founding cohort of ten agencies. The legal playbook comes with it.
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