AI intake for consultation capture

AI Intake Assistant that helps visitors request consultations

Guide visitors through firm-approved questions, collect contact details and matter context, and route consultation requests into the lead CRM for faster follow-up.

  • Required disclaimer
  • CRM lead creation
  • Booking support
AI Intake Assistant that helps visitors request consultations
One connected workflow Publish pages, capture consultations, and review SEO/AEO recommendations in one connected platform.
Launch Legal-specific website templates, practice pages, attorney profiles, custom domains, included setup, and migration support.
Capture Booking, forms, AI intake, lead source tracking, email notifications, and follow-up priorities.
Improve Legal AI support, monthly SEO/AEO audits, AI-search readiness, competitor comparison, and conversion recommendations.

6-month service credit promise

We do not stop at launch

Every paid account is covered automatically. If the system has not recorded at least 10 qualified appointment requests in a 30-day period or one attributable new client start by the end of month 6, the next 6 months of the same plan are credited while improvement work continues.

Review the service credit promise

What the firm gets

More consultation opportunities, less tool sprawl

Legal Growth OS is the growth layer for firms that want their website, intake, booking, lead follow-up, Legal AI, and SEO/AEO guidance connected instead of scattered across separate tools.

01

Professional launch without starting from zero

Use legal-specific templates, firm profile, practice areas, attorney bios, blog content, landing pages, media, CTAs, included setup, and site migration support.

02

Consultations move into one lead flow

Appointment requests, intake answers, source data, notes, tasks, and follow-up history stay connected so the firm can respond faster and avoid lost opportunities.

03

Legal AI for drafts, documents, and preparation

Legal AI helps with summaries, outlines, intake context, document review, content drafts, and SEO/AEO preparation while final decisions stay with the firm.

04

Monthly guidance on what to improve next

Partner reviews turn page structure, competitor pages, Search Console/PageSpeed data, and conversion signals into prioritized growth recommendations.

What it does

AI can help visitors request consultations

The assistant can explain firm process, collect general information, ask approved intake questions, and help request a consultation. It does not replace attorney judgment.

Required opening disclaimer

I can collect information for the law firm and help you request a consultation. I cannot provide legal advice, and using this assistant does not create an attorney-client relationship.

Firm information answers

The assistant can explain practice areas, office information, consultation process, and what the visitor can expect next.

Lead collection

It can collect name, email, phone, practice area, source page, consent timestamp, transcript, and intake answers where legally acceptable.

Booking path

When appointment types and availability exist, the assistant can offer consultation times and create appointment requests.

Safe handoff

The CRM stores transcript and AI summary so the firm can review before responding with legal advice.

Workflow

From visitor question to booked consultation request

01

Disclose

The assistant starts with the no-legal-advice and no-attorney-client-relationship disclaimer.

02

Collect

It gathers contact details and firm-approved intake context without evaluating merits.

03

Route

It creates a lead, offers booking where available, and sends the firm the transcript and summary.

Legal safety

Built around attorney control

AI content remains in a draft and attorney-review workflow. The intake assistant collects information and can help with booking, but it cannot give legal advice or evaluate case merits.

Draft -> Attorney Review -> Approved -> Published Practical recommendations, attorney-controlled publishing Designed with bar advertising rules in mind: no invented awards, results, or imagery Your firm's data stays isolated

Related features

Explore the connected growth system