Your expertise is the engine of your firm. Yet, how many billable hours are lost each week to administrative tasks—qualifying leads, scheduling consultations, sending reminders, and chasing invoices? It's time to automate the administrative workflow so you can dedicate your time to the practice of law.
Find My AI EmployeeWalk through a complete client journey, from initial inquiry to ongoing case communication, emphasizing security and professionalism at every stage.
Scenario: A potential new client visits your website at 10 PM after seeing one of your ads.
Powered by: AI Chat Assistant & Secure Forms. An AI Chat Assistant can ask initial, non-privileged qualifying questions (e.g., "Which service are you interested in?"). It then directs them to a Secure Digital Intake Form to provide the necessary details for your team to conduct a conflict check in the morning.
Scenario: After clearing the conflict check, you're ready to schedule the initial consultation.
Powered by: Calendar & Booking Tools. Your staff sends the qualified lead a private link to your Online Booking calendar. The client can select a time that works for them and pre-pay the consultation fee directly, reducing no-shows and eliminating payment collection at the meeting.
Scenario: The client is ready to retain your firm's services.
Powered by: Payment Assistant & Automated Workflows. You send a secure link to pay the retainer fee online. The moment the payment is confirmed, an automated workflow can trigger, sending the new client a welcome email with a link to their secure client portal and creating a task for your paralegal to open the matter in your practice management system.
Scenario: You need to keep your client informed at key case milestones without writing manual emails for every step.
Powered by: Marketing Automation. Move a client to a new stage in your "Case Pipeline" (e.g., "Discovery Phase"). This can automatically trigger a pre-written email template informing the client of this new stage and setting expectations for the next steps. Every communication is time-stamped and saved to their record.
Scenario: Your firm sends out monthly invoices for services rendered.
Powered by: Payment Assistant. The system can automatically send professional email and SMS reminders for open invoices, including a secure link to pay online, reducing the administrative burden on your accounting staff.
This entire secure communication workflow is managed from one platform, designed to complement your existing practice management software:
Automatically qualify leads and collect initial information while maintaining confidentiality standards.
Encrypted forms and portals for safe document exchange with clients.
Let clients book appointments and pay consultation fees in advance.
Keep clients informed at every stage without manual email writing.
Professional billing reminders with secure payment links.
Streamline the emotional and document-intensive intake process and automate reminders for court dates and deadlines.
Learn MoreAutomate the collection of documents, photos, and evidence from new clients, and keep them informed throughout the long case lifecycle.
Learn MoreManage a high volume of inquiries, schedule consultations efficiently, and provide clear, automated updates on case status.
Learn MoreWe understand that client confidentiality is your paramount ethical obligation. Our platform is architected with security at its core, featuring end-to-end encryption for all client communications. We provide tools like secure, access-controlled client portals and encrypted digital forms to ensure you can communicate with clients in a manner that upholds your professional duties.
No. Your LPMS is your system of record for case files, document management, time tracking, and trust accounting. We are the powerful client-facing communication and intake platform that works in concert with your LPMS. We handle the process of getting the client in the door and managing automated communications, which streamlines the work that flows into your LPMS.
Yes. By creating consistent, professional, and automated communication sequences, you ensure that every potential client receives the same, approved information, helping you maintain compliance with advertising and solicitation rules.
Absolutely. Every text, email, and form submission is automatically logged and time-stamped in the client's contact record, creating a clear and comprehensive communication history.
It's time to let technology handle the administrative tasks, so you can dedicate your expertise to what truly matters: your clients and their cases. Discover how Corevo Digital can bring secure automation to your firm.
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