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Focus on Your Case, Not Your Caseload Administration.

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.

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The Automated & Secure Client Lifecycle

Walk through a complete client journey, from initial inquiry to ongoing case communication, emphasizing security and professionalism at every stage.

Step 1: The 24/7 Automated & Secure Client Intake

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.

Step 2: The Seamless, Pre-Paid Consultation

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.

Step 3: The Effortless Retainer and Onboarding

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.

Step 4: Proactive, Documented Case Updates

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.

Step 5: Automated Invoice & Billing Reminders

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.

Your All-in-One Client Communication Toolkit

This entire secure communication workflow is managed from one platform, designed to complement your existing practice management software:

AI-Powered Client Intake

Automatically qualify leads and collect initial information while maintaining confidentiality standards.

Secure Digital Forms & Document Collection

Encrypted forms and portals for safe document exchange with clients.

Online Consultation Scheduling

Let clients book appointments and pay consultation fees in advance.

Automated Case Milestone Updates

Keep clients informed at every stage without manual email writing.

Online Invoicing & Payment Reminders

Professional billing reminders with secure payment links.

Built for Your Specific Practice Area

For Family Law & Divorce Attorneys

Streamline the emotional and document-intensive intake process and automate reminders for court dates and deadlines.

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For Personal Injury Firms

Automate the collection of documents, photos, and evidence from new clients, and keep them informed throughout the long case lifecycle.

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For Immigration & Business Law

Manage a high volume of inquiries, schedule consultations efficiently, and provide clear, automated updates on case status.

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Frequently Asked Questions

How does this platform address attorney-client privilege and confidentiality? ▼

We 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.

Does this replace my Legal Practice Management Software (LPMS) like Clio, MyCase, or PracticePanther? ▼

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.

Can this help with our firm's ethical marketing obligations? ▼

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.

Is communication logged for our records? ▼

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.

Ready to Reclaim Your Billable Hours?

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.

👉 Request a Demo for Your Law Firm See What Else Your AI Team Can Handle

Risk-Free: 30-day money-back guarantee • No setup fees • Cancel anytime

COREVO

Empowering businesses with AI-driven automation solutions that never sleep, never miss opportunities, and consistently deliver results.

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AI Employees

  • Voice Assistant
  • Chat Assistant
  • Lead Nurturing
  • Appointment Booking
  • Payment Reminders
  • Review Automation

Solutions

  • CRM Pipelines
  • Marketing Automation
  • Websites & Funnels
  • Email & SMS
  • Calendar Booking
  • Memberships & Courses

Company

  • About
  • Contact
  • Blog
  • Client Portal
  • Partner Program
  • Get Started
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