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Client Qualifier

Automated intake system that qualifies and routes potential clients

❌ The Problem

  • →Unqualified leads waste attorney time
  • →Conflict checks are manual and error-prone
  • →No system to prioritize high-value potential clients
  • →Intake forms don't capture the right information
  • →Good leads slip through the cracks

✅ The Solution

  • →Smart intake forms qualify leads automatically
  • →Conflict checks run instantly against existing clients
  • →Lead scoring prioritizes best-fit cases
  • →Calendar integration books qualified consultations
  • →Never miss a good case again

How It Works

1

Intake Form

Potential client fills smart form

2

Conflict Check

Automated check against client database

3

Qualification Score

AI scores case fit and value

4

Routing Logic

Route to right attorney/practice area

5

Booking

Qualified leads book consultation

Key Features

Conditional logic intake forms
Automated conflict checking
Case value estimation
Practice area routing
Calendar booking integration
Duplicate detection
Retainer fee quoting
Follow-up sequences for undecided leads
Referral tracking
Intake analytics dashboard

Works With

Clio
MyCase
PracticePanther
Calendly
Cal.com
Typeform
n8n
Zapier

Don't see your tool? We integrate with 100+ platforms.

Perfect For

Personal Injury Firms

High volume lead qualification

Family Law Practices

Sensitive intake handling

Multi-Practice Firms

Routing to right attorneys

Pricing

$1,797

One-time setup + configuration

Optional: $300/month ongoing maintenance & optimization

Includes updates, new rules, performance monitoring, and support

Custom configuration tailored to your workflows

Integration with your existing tools

Testing, training, and documentation

30 days post-launch support

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