Automation for law firms
Law firm client intake automation that answers prospective clients first.
Law firm client intake automation responds to every prospective client within minutes, collects the facts of their matter through a guided questionnaire, prepares the information for your conflict check, books the consultation and sends the engagement letter for e-signature once you accept the case. Attorneys review and decide; the paperwork and chasing run on their own.
Updated September 25, 2026 · Written by Steve, founder of PURIST · Prices below are our real prices
Where firms lose prospective clients
People looking for a lawyer, especially in personal injury, family, immigration or criminal matters, often contact several firms. The firm that responds first, clearly and with a next step, tends to get the consultation.
Intake is also where attorney and staff time disappears: repeating the same questions on the phone, typing notes into the case management system, chasing documents, and following up on consultations that never book.
Legal intake software exists, but many firms end up with forms in one tool, notes in another and follow-up in someone's inbox. The value comes from connecting the steps.
Intake workflows we automate
01
Instant response to every inquiry
Website forms, calls, chat and directory leads get a prompt, professional reply with a link to the intake questionnaire or booking page.
02
Guided intake questionnaire
Practice-area questions, documents to upload, and screening rules you define; answers flow into your case management or CRM.
03
Conflict-check preparation
Parties and related names are extracted and prepared for your conflict check; the decision stays with the firm.
04
Consultation booking and reminders
Qualified prospects book directly with the right attorney, with reminders to reduce no-shows.
05
Engagement letter and retainer
Once you accept the matter, the engagement letter goes out for e-signature and payment of the retainer is requested.
06
Follow-up on undecided prospects
Prospects who did not book or sign get a respectful follow-up sequence that stops when they respond.
What it costs
The same plans and prices as our pricing page. Pay monthly, with maintenance, monitoring and updates included, or choose a one-time deployment. Every plan has a 30-day money-back guarantee, and the first step, the audit, is free.
AUTOMATION + AI AGENTS
The Full Stack
Automation workflows plus AI agents. One complete system designed for today's operations and tomorrow's scale.
Or €2,750 one-time deployment
- ✓The complete system automation today, AI agents tomorrow
- ✓30-day money-back guarantee
- ✓Includes $300 of PURIST Studio credit for AI ads, video & UGC
- ✓n8n, Make & Zapier certified workflows
- ✓Replaces over €4,400 a year of disconnected SaaS tools
Best fit for this
WORKFLOW AUTOMATION
Automation Pro
12 production-ready workflows in a single deployment. Built with certified automation engineers.
Or €1,450 one-time deployment
- ✓Replaces 12 manual processes and disconnected tools
- ✓Designed to target ~95% less manual data entry, ~85% faster response time, ~80% fewer errors
- ✓n8n, Make & Zapier certified
- ✓30-day money-back guarantee
INTELLIGENT AUTOMATION
AI Agent Deploy
Custom AI agents. One deployment. Handles every repetitive task your team wastes hours on.
Or €1,990 one-time deployment
- ✓Handles every repetitive task your team does manually
- ✓AI-powered lead qualification, support and scheduling
- ✓Integrates with your existing CRM, email and tools
- ✓30-day money-back guarantee
Options for automating legal intake
| Option | Where it works | What to watch |
|---|---|---|
| Intake features in case management (Clio, MyCase) | Online forms and client records inside the system you already use. | Response speed and follow-up across channels often still depend on staff. |
| Legal intake / CRM software (Lawmatics, Law Ruler) | Purpose-built intake pipelines and marketing automation. | Another subscription and setup project; value depends on how well it is configured. |
| Outsourced intake call center | Human answering around the clock. | Per-call or monthly fees; quality and handoff to your systems vary. |
| Connected automation (PURIST) | Fast replies, questionnaires, booking, engagement and follow-up connected to your existing case management. | Attorneys keep every legal decision; we automate the process around it. |
Works with legal software
We connect to your case management and intake tools through their APIs and integrations.
A good fit if…
- ✓You receive web or phone inquiries every week.
- ✓Prospects wait hours or days for a first response.
- ✓Staff re-type intake notes into your case management system.
Not the right fit if…
- ✕You take only a few matters a year by referral.
- ✕Your bar rules or firm policy do not allow automated first contact in your practice area; we will check this with you first.
Questions people ask
What is the best client intake software for law firms?
+
Common options include Clio Grow, Lawmatics, Law Ruler, MyCase and Filevine. The best choice depends on your practice area, volume and existing case management. Automation makes any of them respond faster and keeps data flowing between tools.
How do I automate client intake at my law firm?
+
Start with the first response and the questionnaire: every inquiry gets a prompt reply and a structured intake form. Then connect booking, conflict-check preparation, engagement letters and follow-up to your case management system.
Is it ethical to automate legal intake?
+
Automating administrative steps is common. Automated messages must not give legal advice or create an attorney-client relationship before you accept the matter, and must follow your jurisdiction's advertising and confidentiality rules. We write the messages with you and keep attorneys in control of decisions.
Is there a legal version of ChatGPT?
+
Several legal AI tools exist for research and drafting. For intake, we use Claude for narrow tasks such as summarising what a prospect wrote or extracting party names, with an attorney or staff member reviewing the output.
What does it cost?
+
From €890 per month with maintenance, monitoring and updates included, or €1,450 as a one-time deployment, with a 30-day money-back guarantee.
Related
Start with a free audit
Tell us how leads and work flow through your business today. We come back with the 3 automations worth building first, what each would cost, and what it would save. No commitment.
Get my free audit →