We Work With Law Firms
AI, sales and software for Law Firms
Every inquiry answered, every intake handed off for the conflict check, and consults booked before the caller dials the next firm.
Allied ROI builds AI intake, consult booking and lead follow-up systems for Law Firms in the US. The AI collects the facts, routes the matter for a conflict check and drafts follow-up for a person to approve; it never evaluates a case or gives legal advice. The work starts with a free 30-minute clarity call with founder Chris Mayrs.
- Intake
- Lead follow-up
- Reviews
The bottlenecks
Where the work falls through.
A small firm's day runs on the calendar. Attorneys are in court, in depositions or on client calls, and the front desk is covering phones, filings and billing at the same time. New inquiries arrive by phone, web form and chat, often after hours. Someone writes a note, the attorney means to call back, and by then the caller has signed with the firm that answered first. Intake details get lost between the first call and the conflict check.
Bottleneck 01
Inquiries wait for a callback
A potential client calls at 6 p.m. or fills out the contact form on a Saturday. The message sits in a voicemail box or a shared inbox until Monday. People with a legal problem usually call several firms in the same hour, and the first one to respond with a clear next step tends to get the consult.
Bottleneck 02
Partners screen cases themselves
Without a structured intake, a partner spends twenty minutes on the phone learning the matter is outside the practice area, past the statute of limitations window the firm handles, or in the wrong county. That is billable time spent on matters that were never a fit, and it happens several times a week.
Bottleneck 03
The conflict-check handoff breaks
Intake notes live in a notebook, an email or a sticky note. The names of adverse parties never reach the practice management system in a usable form, so the conflict check waits, or gets run from memory. The consult cannot be booked until it clears, and the lead cools while it sits.
Bottleneck 04
Follow-up depends on memory
A prospect who did not book on the first call needs a second and third touch. Nobody owns that list. Consult no-shows are not rescheduled, signed engagement letters are not chased, and past clients are never asked for a review. The work is not hard, it just never makes it onto anyone's calendar.
What we build
What we build for Law Firms.
Each piece connects to the tools you already use. A person approves anything a client sees.
- 01
Intake that answers every inquiry
An AI intake agent that responds to calls, web forms and chat in minutes, day or night. It asks the firm's own intake questions, captures the practice area, parties, dates and location, and tells the caller what happens next. It does not assess the case or advise. A staff member reviews each intake.
AI Agents - 02
Clean conflict-check handoff
Intake answers are structured and pushed into your practice management system, such as Clio, MyCase or PracticePanther, with adverse party names in the right fields. The conflict check is queued for the person who runs it, and the consult is only offered once it clears.
Software and Product Development - 03
Consult booking and reminders
Cleared prospects get a booking link tied to the right attorney's calendar, with reminders by text and email before the consult. No-shows get a reschedule message. Every template is written with the firm and reviewed by an attorney so it stays inside your state bar's advertising rules.
AI Implementation - 04
Follow-up and review requests
A follow-up sequence for prospects who did not book, unsigned engagement letters and closed matters ready for a review request. The AI drafts each message from the file, and a person approves it before it goes out. The intake page on your site feeds the same system.
Web Development
How it works
The flow, once it is built.
The same steps every time, whether it is a Tuesday morning or the busiest week of the year.
Fit
Who this is for, and who it is not.
A good fit
- Firms of one to thirty attorneys where the partners still bring in the work.
- Practices with steady inbound inquiries, such as family, personal injury, estate planning or immigration.
- Firms that want a person reviewing every message a prospect sees.
Not a fit
- Firms that want AI to evaluate cases or give callers legal answers.
- Practices with only a handful of new inquiries a year, mostly from referrals.
Questions
Plain answers.
Can AI answer intake calls for a small law firm?
Yes, within limits. Allied ROI builds intake agents that answer calls, web forms and chat, ask the firm's own intake questions and record the answers. The agent tells the caller what happens next and books a consult once a person clears the matter. It does not evaluate the case, quote odds or give legal advice. Those questions go to an attorney.
Does an AI intake system work with Clio or MyCase?
It can. Allied ROI connects the intake to the practice management system the firm already uses, including Clio, MyCase and PracticePanther, so intake answers land as a new contact or matter with the right fields filled. Where a tool has no usable connection, we set up a structured handoff that staff can import or copy in one step.
How does AI intake handle conflict checks?
The AI does not run or clear conflicts. It collects the names of the prospect and adverse parties in a structured form and routes them to the person who runs conflict checks in your firm. The consult booking link is only sent after that person marks the check clear. That keeps the professional judgment with your staff.
Do automated follow-up messages comply with bar advertising rules?
Advertising and solicitation rules vary by state, so an attorney at the firm reviews every template before it goes live, and a person approves the messages drafted from it. Allied ROI writes the sequences with you, keeps them factual and avoids claims about results. We do not give legal or ethics advice; your firm makes the compliance call.
How much does an AI intake system for a law firm cost?
It depends on the channels you want covered, the practice management system you use and how many attorneys' calendars are involved. The exact scope and price come in writing after the free clarity call. On that call, Chris Mayrs looks at how inquiries reach your firm today and where they stall.
Is client information safe in an AI intake system?
Allied ROI sets the system up so intake data is stored in your own accounts and tools, not in a shared pool. Access is limited to the people who need it, and the AI is configured not to keep or train on your conversations where the provider allows it. We document what data goes where so your firm can review it.
Related
The services behind this work.
AI Agents
An agent system you own, maintained after it ships.
What's includedAI Implementation
A two-week audit, then a sprint on the workflow that pays.
What's includedSoftware and Product Development
Discovery first, then a build you own.
What's includedWeb Development
A site that states the offer, with the CRM already attached.
What's included
The clarity call
Let's find your biggest bottleneck.
A free 30-minute clarity call where we identify your biggest bottlenecks.
- Free, 30 minutes
- With Chris, not a sales rep
- Scope and price in writing