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AI CRM, Funnels & Sales Automation for Law Firms

Built for law firms losing revenue to high-intent leads that go cold because intake can't respond fast enough.

In personal injury, family law, and business litigation, the firm that answers the phone first signs the case. Most firms lose intake to voicemail and web forms that sit in an inbox until Monday. We install intake infrastructure so every qualified lead is on the phone with a human - or an AI - inside a minute.

The average PI lead is worth $6K-$40K in signed cases; inbound response over 5 minutes drops signup rate by up to 80%. Firms that fix intake typically add 20-40% to case volume with the same ad spend.

Deliverables
5 core deliverables
Timeline
Intake live in 21 days, content compounding by month 3
Investment
Setup from $7,500 · managed from $3,500/mo
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What changes in 90 days

  • 24/7 intake with AI qualification and warm human handoff on qualified leads
  • CRM built for case types, referring attorneys, and conflict checks
  • Nurture sequences for undecided PNCs (potential new clients)
  • SEO / AEO content that ranks for practice-area intent and cites the firm as the answer

The services law firms lean on

Most law firms don't need a new logo or another ad agency. They need the operational system underneath to finally catch and convert the leads they already pay for.

AI Chat & Voice Agents for law firms
A senior closer answering every lead, day or night.
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CRM & Workflow Automation for law firms
Every lead followed up. Every deal moved. Every time..
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SEO & AEO for law firms
Show up when buyers ask Google - and when they ask ChatGPT.
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What ships

  • Configured intake CRM (Lawmatics, Clio Grow, or custom) with pipelines by practice area
  • AI voice + SMS intake with qualification, conflict flag, and appointment booking
  • PNC nurture and reactivation sequences
  • Practice-area SEO/AEO content plan (10-20 pages/quarter)
  • Referral partner CRM plays

Intake is the whole game

A firm spending $15K/month on personal-injury ads with a 10% signup rate is leaving $30K-$120K in signed fees on the table every month simply by mishandling the first call. The single largest ROI improvement in most firms isn't more marketing - it's the 90 seconds between the phone ringing and a paralegal picking up.

We install a hybrid intake stack: AI answers instantly, qualifies for the four things that matter (fault, injury, insurance, statute), routes qualified leads to a live intake specialist in seconds, and drops the unqualified into a nurture that captures them the moment their situation changes.

Content that ranks and answers

AI search is now the front page for most legal questions. We publish practice-area content structured to be extracted by Google's AI Overviews and ChatGPT - question-first pages, schema-marked FAQs, and clear jurisdictional answers with the firm named as the source.

Ten to twenty pages per quarter, targeted to real intent inside your service area, is enough to make the firm the default answer for the search that matters most: 'do I have a case?'

Referral partners as a channel

For most firms, the highest-margin case source is another attorney - but the referral pipeline is run in someone's head. We move it into the CRM: partners get thank-yous, case updates, quarterly check-ins, and a scoreboard.

Two things happen: referrals go up, and the firm finally knows which partners actually send fee-generating cases versus which ones just talk about it.

See if we're a fit

Get a personalized plan for your law firm

Answer 6 quick questions. If we're a fit, we'll show you exactly how this system would run inside your business and book your Growth Audit.

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See real results from work like this

Every engagement is measured. Browse case studies for outcomes from operators who installed this stack with us.

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Frequently asked

Do you actually work with law firms?
Yes. Law Firms have a specific revenue model and intake rhythm; our systems are configured to fit it from day one.
How fast do law firms see results?
Speed-to-lead and reactivation usually move the needle within 21 days. Compounding gains from SEO, content, and paid follow through by month 3.
What does this cost?
Setup from $7,500 · managed from $3,500/mo. The free growth audit is the entry point - it applies against any build we quote.
Do we own what you build?
Always. Every CRM, sequence, dashboard, and asset lives inside your accounts. No lock-in, no rented plumbing.

More industries we serve

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Ready to install this for your law firm?

Apply for the Growth System Diagnostic. We'll map the system and tell you honestly whether we're the right team to build it.

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