A solo attorney was spending 10+ hours per week on client intake — screening calls, collecting documents, scheduling consultations. I built an AI system that handles all of it.
The Problem
Every new lead required:
- Initial phone screening (15-20 min)
- Conflict check
- Collecting case details and documents
- Scheduling a consultation
- Sending engagement letter
- Follow-up if they went cold
Multiply that by 15-20 leads per week = the attorney's entire Monday and Tuesday gone.
The Solution
I built a 3-part automation:
1. AI Intake Form
A smart form that asks case-specific questions based on practice area. Family law gets different questions than personal injury. The AI qualifies leads based on case type, jurisdiction, and urgency.
2. Automated Scheduling
Qualified leads get sent directly to a booking page. Unqualified leads get a polite "we can't help with this" email with referrals to appropriate attorneys.
3. Document Collection Bot
After booking, the system automatically requests relevant documents via email, sends reminders, and organizes everything in the case management system before the consultation.
Results
- Intake time: From 10+ hrs/week to <1 hr/week
- Response time: From 24-48 hours to instant
- Conversion rate: Up 30% (faster response = higher close rate)
- No-show rate: Down 40% (automated reminders)
The Tech Stack
- Vanilla HTML/JS for the intake form
- Webhooks for routing logic
- Calendar API for scheduling
- Email automation for document collection
- Simple dashboard for the attorney to review leads
Total build time: 48 hours. Monthly maintenance: ~2 hours.
Want Something Similar?
I build custom AI automations for service businesses — law firms, medical practices, coaching businesses, agencies. Free working demo before you pay anything.
Email: lymantate2@gmail.com
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