FEATURES
Six systems. One intake.
A law firm’s intake has jobs a general CRM does not know about. It has to reply without evaluating the case. It has to capture the opposing party before anyone books, so a conflict check can run first. It has to keep a prospective client separate from a retained one. It has to chase a retainer that went out and never came back. And in Miami-Dade it has to do all of that in Spanish as often as in English. These six systems split that work between them.
Every plan includes all six: Solo at $349/mo, Practice at $649/mo, Group at $1,149/mo. Seats, message and voice volume, and support depth change between tiers; the voice agent starts at Practice and case management hand-off at Group. Setup is self-serve and included. Aday Interactive can do the implementation as a separate, quoted engagement.
Bilingual Intake Forms
One form, both languages. It asks for the matter, the opposing party, and the key date, and the language the person answers in sets the language of everything after.
Visual Pipeline
Every prospective client is a card with a stage, an owner, and an age, from first contact through consult, retainer sent, and signed. Conflict-pending and ES tags sit on the card.
Unified Inbox
Texts, email, calls, and web chat in one thread per person. Intake staff and the attorney read the same history, and every message is in the audit trail.
Automations
An approved first reply within a minute, reminders, and the retainer follow-up, each one a template your attorney signed off on. They stop when the person books, replies, or opts out.
AI Voice Receptionist
Answers in English or Spanish, says it is automated, books into real availability, and hands anything about the case, the fee, or custody to a person. It never gives legal advice.
Reporting
Signed retainers by source, attorney, office, and the language of first contact, plus how long each inquiry waited for a reply.
Deciding between this and an answering service, the intake module in Clio or MyCase, or the marketing agency you already pay? The three comparison pages say plainly when each is the better buy. To see how this is configured for a practice area or a neighborhood, see /industries/ or /south-florida/.
Watch one inquiry go through all six.
Thirty minutes, on a build for your practice area: a Spanish form at 9:41 PM, the approved reply, the conflict-check fields, the booking, the retainer follow-up, and the hand-off to your case management software.