She writes at 9:41 PM, in Spanish, about her son’s arrest.
Your firm has already replied.
Client intake software for law firms in South Florida. It answers every web form, call, and text within a minute, in the language the person used. It captures what your team needs for a conflict check, books the consultation, and follows up until the retainer is signed. Every reply is a template your attorney approved first, written to fit the Florida Bar’s advertising rules.
Not ready to talk to anyone? Run your own numbers first: what the inquiries that do not sign are worth to your firm. Five minutes, no email, nothing sent to us.
EN / ES
Written in both, not translated
< 1 min
Reply to an inbound inquiry, any hour
Ch. 4-7
The Bar rules every template is written to fit
Built and supported from Coral Gables
Aday Interactive, Inc.
338 Minorca Ave · Coral Gables
Month to month
No lock-in contract, cancel anytime
English & Español
Bilingual team, written in-house
Serving Miami-Dade
Gables · Brickell · Pinecrest
Four practice areas. Four different ways intake fails.
A rear-end collision, a removal case, a custody dispute, and a DUI arrest need different lawyers. They need different intake too. Personal injury is a race to the signed retainer. Immigration is document collection, mostly in Spanish. Family law is weeks of follow-up with someone who is not ready to decide. Criminal defense is a phone that rings at 2 AM. Each one ships with its own pipeline, its own sequences, and its own intake fields.
Anchor vertical
They were rear-ended an hour ago. They are calling three firms.
A PI lead is worth hundreds of dollars and it does not wait. Someone in pain, maybe still at the scene, is dialing down a Google list, and the firm that answers first and in their language is usually the firm that signs the case. Voicemail loses it to the next number.
Missed-call text-back in seconds, before they dial the next firm
Accident date, injuries, and the at-fault party captured on the first touch
Sign-up follow-up that runs until the retainer is signed or they say no
The pipeline this practice area ships with
New lead → Contacted → Consult scheduled → Retainer sent → Signed → Matter opened
Spanish-first by default
The call comes in Spanish. Everything after it has to, as well.
Miami immigration intake is Spanish by default, high volume, and deadline-driven, a filing window, a hearing notice, a work-permit renewal. The inquiry that gets a same-day answer in the client's own language becomes a consultation; most firms answer a fraction of them.
Case type, country, current status, and any deadline captured up front
Spanish end to end, reply, reminder, voice agent, and reschedule link
High-volume routing so no consultation request sits overnight
The pipeline this practice area ships with
Inquiry → Contacted → Consultation booked → Retainer sent → Retained → Case opened
Divorce, custody, support
They booked a consult, then went quiet for two weeks.
Family law is decided slowly and under stress. Someone requests a consultation, then sits with it while another firm follows up and signs them. The money is not in the first call; it is in the steady, human follow-up on people on the fence about the hardest decision of their year.
Consultation follow-up that runs for weeks, in their voice, not a nag
Opposing-party capture so a conflict check happens before the meeting
A safety-aware intake path that escalates a stated emergency to an attorney
The pipeline this practice area ships with
Inquiry → Consult scheduled → Consult done → Retainer sent → Retained → Matter opened
DUI, arrests, after-hours
The arrest happened at 2 AM. The family is calling right now.
Criminal defense lives after hours. A DUI or an arrest generates a call from a spouse or a parent in the middle of the night, and it is urgent, someone is in custody and a bond hearing is hours away. The firm a person can actually reach at 2 AM is the firm they retain.
Genuine 24/7 coverage, because arrests keep no business hours
Charge, custody status, and court date captured while the family is on the line
In-custody and imminent-hearing calls escalate straight to an attorney
The pipeline this practice area ships with
After-hours call → Captured → Attorney reached → Retainer sent → Retained → Matter opened
Most of Miami-Dade does not speak English at home.
Law firm software has mostly solved Spanish for people who are already clients. Clio’s Spanish client portal is good. The gap is before that. A mother fills out your form in Spanish at 9:41 PM about her son’s arrest, your autoresponder answers in English, and she does not read it. She calls the next firm on the list.
LegalCRM.pro records the language a person writes or calls in and keeps it for every message after: the confirmation, the intake form, the reminder, the voice agent, and the reschedule link. The pipeline card shows ES so the right intake specialist picks it up.
Automated first response
Buenas noches, y lamento lo que pasó. Sí, podemos ayudarle. Un abogado puede hablar con usted esta noche o mañana a primera hora. ¿Cuál le conviene?Enviado 9:41 PM · 22 segundos después
And so does everything after it
Automated first response
Good evening, and I'm sorry that happened. Yes, we can help. An attorney can speak with you tonight or first thing tomorrow. Which works better for you?Sent 9:41 PM · 22 seconds later
And so does everything after it
The family is often the one talking
In immigration, criminal defense, and personal injury, the first contact is often a relative: a daughter writing for her father, a wife calling about her husband in custody. The intake has to capture who is writing, who the matter is about, and which language each of them uses. We write the Spanish ourselves. Machine-translated Spanish reads as foreign in Miami, and it tells the family the firm did not care enough to finish.
Signed retainers, split by language
Say a firm signs half of its English inquiries and a fifth of its Spanish ones. That is not a marketing problem. It is an intake-language problem, and most firms cannot see it because no report splits signed retainers by the language of the first contact. Ours does, on every plan.
Illustrative figures, not a benchmark. What we can tell you is what your own split looks like.
88.0% of Miami-Dade County residents age 5 and older speak a language other than English at home, U.S. Census Bureau QuickFacts, American Community Survey. The large majority is Spanish.
Intake by voicemail vs. intake by design
A prospective client decides who to hire in the hours after they first reach out. Here is what usually happens in those hours, and what happens instead.
The usual intake
Where the case goes to another firm
The call comes during a hearing
The receptionist takes a message. By the time the attorney calls back, the person has signed with the firm that picked up on the second ring.
The form lands in info@
It waits for whoever checks that inbox. A Spanish form waits for the one person in the office who reads Spanish, and she is off on Fridays.
The conflict turns up in the consult
The opposing party comes up in the meeting. The attorney has already heard the facts, and the firm has spent an hour it cannot bill and cannot take back.
The retainer goes out and nothing follows
They booked, they met, they went quiet. Nobody sends the agreement again or picks up the phone. The firm assumes it was the fee.
With LegalCRM.pro
Answered, screened, booked, followed up
An approved reply within a minute
Every inbound form, text, and call gets a reply your attorney approved, in the language the person used. It confirms the firm can help and offers a time. It does not evaluate the case, which is what keeps it inside Rule 4-7.13.
Conflict-check fields before the booking
Opposing party, matter type, and the key date are captured on the first touch, so your team can screen before the attorney hears the facts.
One pipeline to the signed retainer
Every prospective client is a card with a stage, an owner, and an age. A retainer sent three days ago and not signed shows up in red.
Follow-up until they sign or say no
Reminders, the retainer link, and a human check-in run on a schedule, in their language, and stop the moment they sign, reply, or opt out.
EN/ES
Every message in the language of the first contact
< 1 min
Reply to an inbound inquiry, any hour
4-7
The Bar chapter every template is written to fit
1
Pipeline, from first contact to signed retainer
Six systems. One intake.
Each one runs on its own. Together they take a person from first message to signed retainer: the inquiry comes in, gets an approved reply in their language, is screened for conflicts, is booked, is followed up, and lands in your case management software with the file already started.
Bilingual Intake Forms
Both languages from a single build, so they never drift apart. Fields for matter type, the opposing party for a conflict check, the incident or arrest date, key deadlines, jurisdiction, fee arrangement, and referral source, configured for personal injury, immigration, family, or criminal intake.
<!-- LegalCRM.pro Intake Form Embed -->
<script src="https://cdn.legalcrm.pro/v2/intake.js"></script>
<legalcrm-form firm-id="firm_8f92a"></legalcrm-form>
Visual Lead & Follow-Up Pipeline
Two boards, both pre-built: the main lead pipeline (9 stages) and a consultation follow-up board (4 stages), so a prospect who consulted but has not signed never quietly disappears.
Unified Messaging & Mobile App
Two-way SMS, email, phone with recording, and web chat in a single chronological thread per person. Your whole intake team sees the same history. Mobile app included, inheriting the same encryption and MFA controls as the desktop app.
Automations & Follow-Up
Sequences that respond instantly, follow up until there is an answer, and stop the second someone books, replies, or asks to be left alone. Written in your voice, in their language, and approved by you before anything sends.
AI Voice Agent
Picks up after hours, on overflow, or on every call. Offers the caller English or Spanish on the first turn, takes the matter type and the key facts, and books into live availability. It is scoped to scheduling and basic firm information; it does not give legal advice or discuss the merits of a case.
Reporting & Conversion Tracking
Volume and sign-up rate by source, intake specialist, location and language, including the English-versus-Spanish split most firms have never been able to see. Email marketing, surveys, and a course builder are included in every plan.
You log in to a firm’s build, not a blank account.
Two pipelines, four sequences, the intake fields for your practice area, and the tag set that keeps a prospective client separate from a retained one. All of it in English and Spanish, all of it editable. Most firms change a handful of lines, approve the templates, and go live.
Pipeline 1: Prospective Client Intake (Core Lead Engine)
One card per prospective client, from first contact to matter opened.
Triggers instant Auto-SMS/Email workflow & intake-desk push alert
Prospect receives a secure case-intake link with conflict-check fields
Triggers an internal task to run the conflict check and confirm the matter type
Prospect self-booked or staff scheduled the initial consultation
Attorney finished the consult; awaiting the client's decision
Engagement agreement sent for e-signature
Client officially retained; matter opens in your case management software (Clio/MyCase)
Lead went cold after 3+ touchpoints; triggers 30-day re-engagement
Declined, referred out, or conflicted out; stops all sales sequences
Follow-up pipeline, between the consult and the signature
The retainer went out and nothing came back. This board runs the reminders and the human check-in until it is signed or they say no.
Tagged by matter type (e.g. custody, DUI) & fee arrangement
Automated SMS: "Hi {{contact.first_name}}, still weighing your options?"
Internal alert to the intake team when the prospect re-engages
Pushes the prospect back into the main lead pipeline automatically
Essential Tags Architecture
Every field ships in English and Spanish, and the language a client answers in follows them through the whole system.
Matter Type
Status & Pipeline
Fee Arrangement
System & DND Control
4 Core Workflows
Pre-configured automations ready out-of-the-box on Day 1.
Sequence A, Instant first response, in their language
Trigger: Form submitted OR inbound text OR missed call, any hourSequence B, Consultation reminders
Trigger: Consultation booked on your calendarSequence C, Hand-off to your case management software
Trigger: Card advances to Signed / RetainedSequence D, Re-engagement, at a human pace
Trigger: Card sits in Unresponsive / NurtureCustom Intake Fields
Matter type, opposing party, the incident or arrest date, and the deadline that matters, captured before anyone books a consult.
English or Español, sets the language of every message that follows
PI: what happened · Immigration: case type · Family: divorce/custody/support · Criminal: the charge
Captured up front so a conflict check runs before the consultation
Accident or arrest date, next court date, or a filing or hearing deadline
Contingency, flat fee, hourly, or a paid consultation
County or court where the matter sits, for routing and conflict screening
Past client, another attorney, Google, Avvo, website, attributed on the pipeline card
Mornings, evenings, weekends, or after work
Connect a calendar and a number. Approve the templates. It runs.
The setup course covers your business line, your calendar, and your website form in one sitting. Carrier registration for texting (A2P 10DLC) and number porting add their own waiting time, and nothing sends until an attorney at your firm has approved the templates.
A Coral Gables office. South Florida firms.
We work from 338 Minorca Avenue, a few blocks off Miracle Mile, and most of the firms we build for are a short drive away. Each neighborhood gets its own page because the intake problem is different in each one: Brickell writes at night, Pinecrest calls about a family member, and the Gables sends referrals that never get a callback.
Coral Gables, FL 33134
Referrals you already earned, lost to a voicemail.
What we build hereBrickell, FL 33131
The call that matters comes at 11 PM, not 11 AM.
What we build herePinecrest, FL 33156
The person filling out your form has three other firms open in other tabs.
What we build hereAlso serving Coconut Grove · South Miami · Key Biscayne · Downtown Miami · Doral · Aventura · Fort Lauderdale. Firms outside South Florida: the build is the same and we work remotely. See full coverage.
Every reply is one your attorney approved. Nothing else can send.
LegalCRM.pro is an intake system, not a law firm. We do not practice law or give legal advice. The automated first reply confirms your firm can help and offers a time. It does not evaluate the case, quote a fee, or predict a result, which is what keeps it inside Rules 4-7.13 and 4-7.15. It goes only to people who contacted your firm first, so it is a response, not a solicitation under Rule 4-7.18. An attorney at your firm approves every template before it can send, and the record shows who approved what and when.
The platform
Encrypted infrastructure, role-based access, audit logging, carrier connectivity.
We configure
Templates written to Chapter 4-7, texting consent capture, conflict-check fields, A2P 10DLC registration.
Your firm
Template approval, conflict clearance, the fee agreement, the legal advice, and responsibility for the advertising under Rule 4-7.11.
No software can make a firm’s advertising compliant. Under Rule 4-7.11 that responsibility stays with the lawyer, including for messages a vendor sends on the lawyer’s behalf. What the automations may say, what they may not, and what stays yours is set out on the Advertising Compliance page. Curious how your own site reads against Chapter 4-7? Aday Interactive offers a free Bar advertising rules check. We are not attorneys and this is not legal advice.
Intake in front. Your case management software behind it.
Keep Clio, MyCase, or whatever your firm runs today. LegalCRM.pro handles everything before someone is a client: the reply, the screening, the booking, and the retainer follow-up. When the retainer is signed, the contact, the conflict-check fields, and the conversation history move over, and the matter opens with the file already started.
Works in front of the case management software firms already run
Onboarding Call & Carrier Registration
Our setup team at Aday Interactive configures your pre-built LegalCRM.pro intake engine, registers your brand and campaign with the carriers, and confirms your number before a single message sends.
Embed Forms & Speed-to-Lead Automations
Capture every phone call, web contact form, and SMS inquiry automatically with 0-minute speed-to-lead response times.
Hand-Off to Your Case Management Software
Once a prospect signs the retainer, the complete record, contact, matter type, key dates, source and language, hands off to Clio, MyCase, Filevine or Litify to open the matter.
What is a slow reply costing your firm?
Enter your own numbers: inquiries a month, your average fee per signed case, and the share that become clients today. The result is what the ones who do not sign are worth over a year. Contingency, flat fee, or hourly, the math is the same.
$1,020,000
In annual case value, across 17 inquiries a month
We will not tell you what your conversion rate will become. Nobody honestly can, and a promise like that would be a Rule 4-7.13 problem on our side as much as yours. What we can say is that the time between the first message and the first reply is the one variable most firms have never measured, and the number above is what it is worth to you today.
Book a ConsultationEstimates based only on the figures you enter. Not a projection, benchmark, or guarantee of results.
Three plans. Every one includes the whole system.
All six systems, both languages, the practice-area build, and A2P 10DLC carrier registration come with every plan. The tiers differ by seats, the usage included each month, and how much support you want. Billed monthly, month to month.
Solo
$349/mo
Billed monthly
A solo attorney or a two-person firm. Zero-touch: the seat, the docs, the videos, email support.
Practice
$649/mo
Billed monthly
Adds the bilingual AI voice agent, a pipeline per practice area, and guided setup as an option.
Group
$1149/mo
Billed monthly
Adds case management hand-off, directory listings, and routing by office.
Setup is self-serve and included. If you want it done for you, that is scoped and quoted separately, and it does not have to be us. See the full comparison.
Questions before the demo
What the system can send, what it cannot, how it fits the Florida Bar’s rules, and how it connects to the case management software you already run.
No. LegalCRM.pro is your front-of-house marketing and intake engine. It captures, nurtures, and schedules leads before they become signed clients. Once a prospect signs the retainer, the complete record hands off to your case management software (such as Clio, MyCase, or Filevine) for the matter, documents, and billing.
No to both. LegalCRM.pro is a marketing and intake system operated by Aday Interactive, Inc., an AI and web technology consultancy in Coral Gables. We do not practice law, give legal advice, or form the attorney-client relationship. Nothing the system sends is legal advice, and it is configured to stay that way.
The automations are built to fit the Bar's advertising rules (Chapter 4-7): no guarantees or predictions of results (Rule 4-7.13), no appeal that exploits someone in a vulnerable moment (Rule 4-7.15), and no unsolicited real-time solicitation (Rule 4-7.18). You approve every template before it can send, and under Rule 4-7.11 responsibility for your advertising stays with your firm. No vendor can make your advertising compliant on its own. See /legal/advertising-compliance/.
Your plan ships with the bilingual forms, pipelines, and follow-up sequences already built for your practice area, plus a guided setup course. Most solo firms are live within a week on their own. If you would rather not touch it, we recommend Aday Interactive, Inc., our Coral Gables team, to build it for you. That is a separate, quoted engagement and it is entirely optional.
The engine underneath LegalCRM.pro is a leading marketing-automation platform we license and configure. What LegalCRM.pro adds is the build: bilingual intake forms, pipelines configured per practice area, follow-up sequences written to fit the Bar rules, the voice agent scoping, and support from people in your time zone. We did not reinvent the infrastructure, and we would rather tell you that up front than have you discover it later.
Common enough that it is the whole reason we exist. In a county where the large majority speaks Spanish at home, a Spanish-speaking prospect who submits in Spanish and gets an English auto-responder at 9 PM usually calls the next firm. We tag the language on first touch and keep it: the reply, the reminder, the voice agent, the reschedule link, and the routing to whoever can take the call in Spanish.
Weigh it as arithmetic, not as a software line item. If your average signed case is worth several thousand dollars, one or two additional signed clients a year pays for the plan and then some. If you are confident you are not losing at least that many leads to slow or English-only follow-up, we are genuinely not worth it, and we will tell you so on the call.
It answers after hours or on overflow, offers English or Spanish on the first turn, takes the matter type and the key facts, and books into live availability. It is scoped to scheduling and basic firm information. It does not give legal advice or discuss the merits of a case, it discloses that it is an automated assistant and that the call is recorded, and it escalates in-custody or deadline calls straight to an attorney on the path you define.
Your data is yours and we will not hold it hostage, on request we export contacts, form submissions, and pipeline history in a standard tabular format. One honest limit: the underlying platform does not publish a guaranteed export format or deletion timeline, so our commitment is to act promptly and in good faith rather than to a service level we do not control. Most vendors let you find that out on the way out. We would rather you knew now.
Technically yes, and we build these integrations. But be aware of the boundary: external connections, Zapier, Make, webhooks, the public API, calendar sync, payment processors, case-management connectors, are configured to pass the minimum necessary, and we will tell you what we can and cannot evidence before we build one that carries client-matter detail.
Yes. Personal injury is the anchor, but immigration, family law, and criminal defense run the same system with different pipeline stages and different intake fields. A car-accident call, a removal-defense inquiry, a custody consult, and a 2 AM arrest all fail the same way, too slowly, and in the wrong language.
Yes. One line of embed code on WordPress, Squarespace, Webflow, Wix, or a custom site, on your contact page, your free-consultation page, or both. The English and Spanish versions come from the same build, so they never drift apart.
A missed call triggers an automated text back in under a minute, in the language of the inquiry, offering a time to talk rather than a promise to call back. The voice agent can also pick up directly. Automated messages carry scheduling and firm logistics only, they never give legal advice, and nothing automated sends between 9 PM and 8 AM unless you ask for it.
Yes. Intake specialists, the firm administrator, and the attorneys work from one dashboard with a single thread per person. Staff can leave internal notes the prospect never sees, assign inquiries to a specific attorney, and text from the firm number rather than personal phones. Access is configured by role on a minimum-necessary basis, and every access is logged.
Have a question about your firm’s intake?
A person at Aday Interactive in Coral Gables answers it, not a bot.