Tag · 2 posts
#intake
Operator notes filed under intake — chronological, newest first.
May 29, 2026 · 7 min
Legal intake automation for law firms: $99/mo vs $8k owned
Legal intake automation for law firms: AI answers the call, writes the CRM note to Clio, Lawmatics, or MyCase. Real pricing: $99/mo SaaS vs $8k owned.
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May 17, 2026 · 8 min
Legal Intake Before the Consult: What to Capture
A practical legal intake call flow for solo and small law firms. What an AI receptionist can safely collect, what it must avoid, and how to route qualified matters without giving legal advice.
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