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AI Intake & Follow-Up Automation

Every Lead Contacted in 60 Seconds.
Every Case Followed Up — Automatically.

Your AI intake system runs 24/7 — answering calls, texting back form fills, booking consultations, and chasing every lead through a 14-day follow-up sequence. Zero staff involvement required.

1
Lead comes in
2
AI responds in 60s
3
Consultation booked
01 — AI Voice Intake

Every inbound call answered by AI — day or night

When a prospect calls your firm, they expect someone to pick up. Our AI voice agent does exactly that — introducing itself, asking qualifying questions, and booking a consultation without putting anyone on hold or sending them to voicemail.

  • Answers 100% of inbound calls, 24/7/365
  • Qualifies case type and urgency level
  • Books directly into your attorneys' calendars
  • Transfers hot leads to a live person instantly on request
  • Logs every call summary to your CRM automatically
Talk to the AI →
02 — Instant SMS Response

First text sent before your competitor gets the alert

The instant a prospect fills out a form — from your website, a Facebook ad, or any other source — your AI fires a personalized SMS. Studies show 78% of prospects hire whoever responds first. That will always be you.

  • Response within 60 seconds, guaranteed
  • Personalized message using their name and case type
  • Continues the conversation over SMS until they book
  • Works on all lead sources — ads, organic, referrals
  • Escalates to live attorney when prospect is ready
See SMS Demo →
AI Follow-Up Sequence Demo
03 — Multi-Touch Follow-Up

Leads who don't book today still book — 14 days later

Most leads need 3–5 touches before they take action. Our AI follows up automatically across SMS, email, and ringless voicemail — on a proven schedule — until the prospect responds, books, or opts out.

  • Day 1: Immediate text + email (two separate touches)
  • Day 2: Follow-up SMS with a different angle
  • Day 4: Ringless voicemail from attorney
  • Day 7 + Day 14: Final SMS and email re-engagement
  • All sequences fully customizable per practice area
Database Reactivation Demo
04 — Database Reactivation

Mine $100K–$400K from clients you already have

Your existing contact list — past clients, cold leads, referral sources — is a goldmine that most firms never tap. We run automated reactivation campaigns that re-engage dormant contacts and generate referrals, repeat matters, and Google reviews on autopilot.

  • Personalized outreach to past clients
  • Referral request sequences
  • Review generation after resolved matters
  • Holiday and anniversary check-ins that keep you top of mind
  • Average firm recovers $100K–$400K in first campaign
Learn More →
WHY AI BEATS MANUAL

What your intake process looks like with and without AI

Capability Without AI With SMA AI
Response time to new leads30 min – 24 hrsUnder 60 seconds
After-hours coverageVoicemail onlyFull AI handling 24/7
Follow-up attempts per lead1–2 on average5 touches over 14 days
Lead-to-consultation rate15–25%45–65%
Staff time on intake2–4 hrs/dayUnder 30 min/day
Review requests sentRarely / manuallyAfter every resolved matter
Past client reactivationNeverAutomated quarterly
SETUP & DEPLOYMENT

Live in 1–4 Weeks. Zero Disruption.

We handle 100% of the setup. Your team doesn't need to change anything about how they work.

01

Connect Your Systems

We integrate with your existing phone number, website, and calendar. No new software to learn, no phone system changes required.

02

Configure for Your Firm

We customize the AI's voice, intake scripts, follow-up sequences, and escalation rules based on your practice areas and preferences.

03

Go Live & Optimize

The system goes live and we monitor early results daily, making adjustments in the first two weeks to maximize conversion rates.

Every hour you wait is a case someone else signs.

Get your AI intake system live — and your first lead contacted in 60 seconds.

Claim Free Website + AI → Get Free Audit →
No contracts · Cancel anytime · Live in 7 days