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Lead Management

Stop Losing Leads to a Contact Form

Someone visits your site at 2am. They have questions. Your contact form says "we'll get back to you." Our AI assistant answers them, captures their info, and texts you their case details by morning.

3-5x

Better Than Static Forms

24/7

AI Intake Coverage

0hrs

Avg. Law Firm Response Time

mins

Our Response Time

The 2am Problem Every Solo Attorney Has

Right now, here's what happens when someone finds your website after hours: They land on your site. They have questions about their accident, their arrest, their deceased parent's estate. They find a contact form. They type their name and email. They click submit.

That form submission goes to your email. It lands between a newsletter you signed up for and a spam message from a vendor. You see it the next morning — maybe. You call them back 24-48 hours later. By then, they've already talked to three other firms.

Now imagine this instead: They land on your site. An AI assistant greets them. They ask about their situation. The assistant answers — accurately, helpfully, using your practice area knowledge. After a natural conversation, it captures their name and phone number. You get a text with their case details. You call them at 8am — already knowing what they need.

The Flow

How the AI Assistant Works

I was in a car accident last week on I-45. The other driver ran a red light. Do I have a case?

Based on what you've described, if the other driver ran a red light, that could constitute negligence under Texas law. In Texas, you generally have two years from the date of the accident to file a personal injury claim. Key factors include the severity of your injuries, any medical treatment you've received, and documentation from the accident scene. Would you like to speak with an attorney about the specifics of your situation?

Yes, I'd like to talk to someone. I went to the ER and have follow-up appointments.

I'd be happy to connect you with our attorney. To have someone reach out to you directly, could you share your name and the best phone number to reach you?

Lead capture triggered

New Lead: Sarah M.

PI — Car accident on I-45 • ER visit + follow-ups • Other driver at fault

You call Sarah at 8am. You already know it was an I-45 accident, the other driver was at fault, and she has medical documentation. That's how you close cases.

The Dashboard

Everything You Need to Manage Your Leads

AI Intake Assistant

An intelligent assistant embedded on your website that answers visitor questions about your practice area — accidents, probate, criminal charges — 24 hours a day, 7 days a week.

Smart Lead Capture

After 2-3 turns of conversation, the assistant naturally asks for contact info. No pushy pop-ups, no generic forms — a real conversation that captures name, phone, and email.

Conversation Context

When you get a new lead, you get the full conversation transcript. You know what they asked about, what concerns they have, and what case type they're describing — before you make the call.

Lead Dashboard (CRM)

Your own private dashboard at a secure URL. See every lead — when they came in, where they came from, what they asked about, and their current status.

Real-Time Notifications

Get an email or text the moment a new lead comes in. No waiting for batch reports. No digging through spam. A new lead comes in, you know immediately.

Source Tracking

See exactly where your leads come from — organic search, Google Maps, direct visits, or the AI assistant. Know what's working so you can invest more in what converts.

Your Dashboard

One Place for Every Lead

Your CRM dashboard lives at a secure, private URL on your own website. No third-party logins, no separate software, no extra monthly fees.

  • New leads dashboard — today, this week, this month
  • Lead source breakdown — organic, maps, direct, widget
  • Full conversation transcript from the AI assistant
  • Lead status management — new, contacted, retained, closed
  • Notes field for your own case notes
  • Monthly SEO performance report (embedded)

Recent Leads

3 new today

Sarah M.

PI — Car Accident

New

2 hours ago

James R.

Criminal — DWI

Contacted

5 hours ago

Maria L.

Probate — Estate

Retained

1 day ago

12

This Month

67%

From Widget

4

Retained

Contact Form vs. AI Intake

Generic Contact Form

  • Visitor fills out name and email — that's all you get
  • Form goes to your email, mixed with spam
  • You respond 24-48 hours later (if you see it)
  • You have no idea what they need when you call
  • After hours? Sorry, no one's home
  • No lead tracking — how many did you miss this month?
Your System

AI Intake + CRM

  • Visitor has a real conversation about their situation
  • AI captures name, phone, and case details naturally
  • You get a text the moment a lead comes in
  • You call them knowing their case details already
  • Works 24/7 — 2am Saturday, 6am Monday, holidays
  • Every lead tracked in your dashboard with source data

See It in Action on Your Website

The AI intake assistant and CRM are included in every plan. No extra fees. No separate software.