Tag · 2 posts
#intake
Operator notes filed under intake — chronological, newest first.
May 29, 2026 · 8 min
Law Firm Intake Software Cost: Clio vs $8k (2026)
Law firm intake software: keep Clio, Lawmatics, or MyCase. Smith.ai from $150/mo vs an $8,000 owned AI receptionist that writes the CRM note.
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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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