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ElevateAI

For legal

Consults booked while you're in court.

Every call answered, intake collected up front, and follow-up that keeps qualified matters from drifting away.

crm.elevatenext.ai/intake

Pipeline

Inquiry

3 new

Consult Booked

2 active

Intake Complete

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Retained

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Closed

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Conversation

I was rear-ended last week. Do you handle that?

We do. I have consults Thursday 10am or 2pm. Which is better?

10am.

A day with ElevateAI

  • 9:20am. You're in a hearing

    Missed-call text-back replies for you, screens the matter type, and offers your next open consult slot.

  • The consult is on the calendar

    Intake forms and reminders go out automatically, so you start the call with the facts already in front of you.

  • The qualified lead who went quiet

    Follow-up sequences check in for weeks, not days: the timeline most people actually need to decide.

ElevateAI / Daily timeline

A day for law firms

  1. 7:42 AMMissed call, text sent back in seconds
  2. 10:15 AMPractice-area form lands in your intake pipeline
  3. 12:30 PMProspective client books a consult
  4. 3:05 PMIntake form sent ahead of tomorrow's consult
  5. 5:40 PMRetainer payment link sent the day they say yes
  6. 9:12 PMAI screens an after-hours inquiry and books a consult

The five stages, mapped to law firms

  1. 1

    Capture

    Call tracking, chat & ad-form leads

  2. 2

    Nurture

    Consult reminders & intake forms

  3. 3

    Close

    Engagement letters, e-sign & invoicing

  4. 4

    Reviews & referrals

    Review requests after resolution

  5. 5

    Reactivate

    Past-client & referral-source campaigns

Growth playbook

The Law Firm Growth Playbook

Five plays that grow law firms, all of them built into ElevateAI.

You don't have to build any of this. Every play comes pre-configured, and we set it up with you in your first week.

Watch the Demo

Run the whole playbook without hiring a marketer.

Everything above is included in one flat-price platform, set up 1-on-1 with our team, supported live, and running in your first week.

No contracts · Unlimited users & contacts · Cancel anytime

Questions from law firms

What happens when someone calls after hours?

They get a text within seconds acknowledging the call and asking what they need, and the conversation continues from there. The AI Employee can answer general questions (practice areas, consult fees, what to bring), and book a consultation on your calendar. It doesn't give legal advice; it keeps the person from calling the next firm on their list.

Can intake be handled before the consult?

Yes, intake can be automated before the consult. When an appointment is booked, an intake form goes out automatically asking for case type, key dates, parties involved, and what's already happened. You walk into the consult already briefed, unfit matters get filtered early, and reminders chase anything that's still missing.

Is asking clients for reviews appropriate for a law firm?

It is, as long as you ask carefully. Request feedback on the experience (responsiveness, clarity, how they were treated), not the outcome, and include a note asking clients not to share case specifics. Requests fire at matter close, and a private-rating step means unhappy clients reach you directly first.

How do we handle retainers and ongoing billing?

Send retainers as a payment link the same day the client agrees, by text or email. For ongoing matters, set up recurring billing once with automatic retries and reminders on failed payments. Fewer awkward calls, faster collection, and no invoices sitting in someone's inbox for three weeks.

What kind of content actually builds trust?

Plain-language answers to the questions people are too embarrassed or worried to ask: what to bring to a first consult, what the first thirty days look like, how fees work, what the likely timeline is. Publish it once, link it from your funnels, and drop it into follow-up sequences. It converts far better than credential lists.

Made for law firms

  • Matter-type screening in the first reply
  • Intake forms attached to every consult
  • Long-cycle follow-up for unsigned matters
  • Referral-source tracking and thank-yous

We set up your pipelines and campaigns with you, 1-on-1, in your first week.

How onboarding works

See it set up for law firms.