Tier 2: AI Intake & Conversion System
$3,000 per month
For firms that want full intake automation including instant call capture and intelligent routing.
This is where real conversion lift happens.
Everything in Tier 1, plus AI voice intake, missed call recovery, advanced qualification, and full performance tracking.
If missed calls are turning into lost cases, this is the tier that fixes it.
Everything in Tier 1
You get all the foundational automation:
- Email automation sequences
- SMS automation sequences
- AI text bot for web and SMS qualification
- Automated intake document delivery
- Retainer document triggers
- Appointment confirmations and reminders
- No-show follow-up
- CRM pipeline structure
- Basic lead source tagging
Plus These Additional Features
AI Voice Agent That Answers Calls Instantly
Your phone is answered immediately, 24/7. The AI captures details, qualifies the lead, and routes appropriately. No more missed calls turning into lost cases.
Missed-Call Auto Text-Back
If a call is not answered by staff, the system instantly sends a text offering help and booking options. Speed matters, and this captures leads before they call the next firm.
Practice-Area Specific Qualification Logic
Custom qualification flows for family law, elder law, personal injury, or criminal defense. Each practice area has different urgency and criteria built in.
Intelligent Routing Rules
Leads are routed to the right person based on case type, urgency, availability, and acceptance criteria. No more manual triage.
Escalation Workflows for Urgent Matters
High-urgency cases are flagged and escalated immediately. Criminal defense custody situations, personal injury deadlines, and family law emergencies are handled with priority.
Advanced Nurture Sequences
Multi-step nurture that adapts based on engagement, case type, and readiness. Leads that are not ready today stay in structured follow-up until they are.
Lead Reactivation Campaigns
Automatically re-engage old leads from your database. Many prospects were not ready months ago but are now. This system brings them back.
No-Show Recovery Automation
Advanced no-show sequences that re-engage, reschedule, and recover missed consultations systematically.
Consult-to-Signed Tracking
Track which consults turn into signed cases. See conversion rates by attorney, case type, and source.
Source-Level Performance Reporting
See which lead sources produce consultations and which produce signed cases. Know what is actually working.
What This Solves
Problem: Missed calls turning into lost cases
Solution: AI voice agent answers instantly. Missed call text-back engages prospects before they move on.
Problem: After-hours revenue leakage
Solution: 24/7 call handling and instant response. Your firm never sleeps.
Problem: Inconsistent qualification
Solution: Practice-area specific logic ensures every lead is evaluated the same way every time.
Problem: Consult no-shows
Solution: Advanced reminders and no-show recovery automation reduces wasted consultation slots.
Problem: Poor visibility into conversion rates
Solution: Consult-to-signed tracking and source-level reporting show exactly what is converting.
Best For
This tier is designed for:
Personal injury firms where speed to contact determines who signs the case
Criminal defense practices dealing with urgent, off-hours calls
High-volume family law firms that need structured qualification and routing
Firms running paid ads where missed calls = wasted ad spend
Practices that want full intake automation, not just document delivery
This is where real conversion lift happens.
If your firm is spending money on marketing and losing cases because calls go unanswered or follow-up is inconsistent, this tier solves it.
What Happens After You Sign Up
Intake Process Audit
We analyze your call flow, response times, qualification criteria, and conversion data to identify exactly where cases are being lost.
Custom AI and Routing Design
We design the AI voice scripts, qualification logic, and routing rules specific to your practice area and acceptance criteria.
Build and Integration
We build the AI intake layer, set up call routing, configure escalation workflows, and integrate everything with your CRM.
Testing and Training
We test the full system with real scenarios, train your staff on the new workflows, and ensure smooth handoffs.
Launch and Optimization
We launch live, monitor performance, and continuously optimize scripts, routing, and sequences based on actual results.
Ready to Stop Losing Cases to Missed Calls?
Schedule a call and we will show you exactly where your firm is leaking cases and what this tier would build to fix it.
Most popular tier for personal injury and criminal defense firms.