Clientele Solutions

Client Intake for Law Firms

Every Missed Call Is a Case You Lost

We answer your clients at two a.m. and turn every call into a signed case.

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How much does every missed client cost you? The service pays for itself!

Problems and solutions

Every Firm Knows These Problems

Here is what fixes each one.

The problem

Clients call at midnight and get voicemail.

The fix

An AI answers every call, day or night.

The problem

Medical appointment follow-ups fall through the cracks.

The fix

Automated texts confirm every appointment before it happens.

The problem

Potential clients go cold before anyone calls back.

The fix

Instant text-back keeps them engaged until your team responds.

A lawyer's desk telephone ringing at night, unanswered in a dark office
Midnight. The phone rings. Nobody picks up. That is where the case is lost.

Who we serve

Built for Firms That Live on the Phone

Client intake for law firms.

An attorney reviewing an X-ray with an injured client

Personal Injury Attorneys

Injury victims call fast. We answer even faster.

An attorney listening to a client in a quiet conference room

Family Law

Divorce and custody callers reach out at night. We take those calls.

A defense attorney standing against a night city skyline

Criminal Defense

Arrests happen at two a.m. The first firm to answer usually wins.

Hands passing an estate document across a walnut desk

Estate Planning

Families call when something changes. We make sure your phone picks up.

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Our services

Six Systems, One Job

Never lose a client to a missed call again.

01

Oak plan

24/7 AI Call Answering

An AI receptionist answers every call, day and night, captures the details, and books the consultation.

02

Oak plan

Missed-Call Text Recovery

If a call slips by, an instant text goes out on its own, so the conversation never goes cold.

03

Oak plan

Intake Qualification & CRM Automation

Callers are qualified with your firm's own intake questions, and every answer is written into your CRM automatically.

04

Oak plan

Medical Appointment Follow-Ups

Automated texts confirm every appointment before it happens, so clients show up and treatment stays on track.

05

Mahogany plan

AI Review Generation

After a case closes, clients get a text with an AI-drafted review they can edit before posting to Google, so your rating climbs from real feedback, not fake accounts.

06

Mahogany plan

Custom Landing Pages

Fast, mobile-first pages built to turn clicks into signed cases, with every call and form tracked.

Why the Mahogany plan earns its price

The first plan answers your phone. The second builds your pipeline. Most firms expect a small difference between those two. It is bigger than that.

With advertising and marketing running, every lead stops being a single conversation. We build email and text drip campaigns that follow each prospect for weeks. The family you spoke with on a Tuesday is still hearing from you the next month, right around the time they finally make up their mind. And we keep your firm active on social media, so when someone searches for a lawyer, they see your name again and again instead of once and then nothing.

Underneath all of it runs our proprietary AI ranking system. Search has changed. People ask AI tools which lawyer to call now, and most firms have no idea how those tools choose their answers. Our system is built to move your firm up in those rankings, the way older firms spent decades climbing Google. You cannot buy that head start anywhere else, and most marketing agencies would not even know where to start.

So here is the difference between the two plans. One keeps the phone covered. The other goes out and finds you more cases.

Clientele Solutions

Try It Free for Thirty Days

The client side

Oak Plan

$925/month

  • ✓ The AI secretary answers every call, day and night
  • ✓ Dial-backs: every missed call gets an instant text back
  • ✓ Intake questions asked and written into your CRM
  • ✓ Appointment texts before every medical appointment

A one-time $400 setup fee starts your free month.

Your first month is free once the one-time setup fee is paid: $400 for Oak, $1,000 for Mahogany.

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