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Legal Firms

Client Intake Bot

Qualify prospects fast

Collect case details, check conflicts, and schedule consultations automatically so only qualified leads reach your calendar.

+40% lead
-70% admin time

Key Features

  • Automated case information collection and conflict checking
  • Intelligent lead scoring based on case type and urgency
  • Calendar integration for automatic consultation scheduling
  • Document collection and preliminary case assessment
  • Client communication tracking and follow-up automation
  • Integration with legal case management systems

Integrations

  • Legal case management software
  • Calendar systems (Outlook, Google)
  • Document management platforms
  • Conflict checking databases
  • Client communication tools
  • Billing and time tracking systems

Expected Outcomes

  • Increased qualified lead conversion by 40%
  • Reduced administrative time by 70%
  • Faster case intake and initial assessment
  • Improved client experience with streamlined onboarding
  • Better case prioritization and resource allocation

Key Metrics Tracked

  • Qualified lead percentage increase (target: +40%)
  • Administrative time reduction (target: -70%)
  • Case intake completion rate
  • Client satisfaction scores
  • Consultation booking conversion rate

Transparent Pricing

30% below market with everything included

Typical Market Rate
Setup Fee:$5,000
Monthly:$1,200
Save 30%
Agentify Price
Setup Fee:$2,200
Monthly:$840

✓ Hosting + monitoring included
✓ Regular updates & support
✓ Cancel anytime

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