Centralized AI intake, routing, and client management for multi-office firms. Every lead reaches the right office, the right practice group, and the right attorney — automatically, across every location, 24/7.
When you have offices in five, ten, or twenty cities — and practice areas spanning PI, employment, family law, and more — routing every lead to the right place becomes a logistical nightmare. Here's what breaks.
Leads route to the wrong office — or nowhere at all. A PI lead from Miami lands in the Chicago office's CRM. A Spanish-speaking family law inquiry goes to an English-only attorney. A high-value mass tort claimant gets treated like a routine intake. When routing is manual — or when different offices use different systems — misrouted leads are the norm, not the exception. And every misrouted lead is a potential case walking out the door.
No centralized visibility into firm-wide intake performance. The managing partner in New York can't see how many leads the Los Angeles office captured last month — or how many of those converted. Each office runs its own intake process with its own metrics. Firm leadership has no unified view of what's working, what's leaking, and where the revenue opportunities are hiding across the entire organization.
Inconsistent intake quality across offices creates brand risk. One office has a polished, professional intake process. Another office's intake is a legal pad and a sticky note. Clients who contact different offices get wildly different experiences — and in the age of Google reviews, that inconsistency damages the firm's reputation across every market. Enterprise clients who deal with multiple offices notice the gaps immediately.
Different systems don't talk to each other. The Chicago office uses Clio. Los Angeles uses Filevine. Miami uses a custom-built system. Leads captured in one system can't flow to another. Cross-office referrals get lost in email. Client data is fragmented across incompatible platforms. The result: your firm spends more on technology and gets less value from it than a single-office firm with one well-integrated system.
One platform. Every office. Consistent intake, intelligent routing, centralized visibility, and enterprise-grade security.
Every lead — phone call, website form, chatbot conversation, or email inquiry — is automatically routed to the right office based on geography, practice area, language, case value, and attorney availability. A PI lead from a Miami caller routes to the Miami PI team. If Miami is at capacity, it flows to Fort Lauderdale. If the lead speaks Spanish, it routes to a bilingual attorney. The routing engine adapts in real time to office availability, attorney schedules, and changing firm priorities — all configurable through a centralized dashboard by practice group leaders or firm management.
The AI automatically detects which practice area a lead belongs to — even when the lead doesn't use obvious keywords. Someone who describes "a problem with my boss and unpaid overtime" is correctly routed to employment law, not general litigation. The matching engine is trained on your firm's specific practice area taxonomy and continuously improves based on routing corrections from your intake teams. For firms with 20+ practice areas, this eliminates the single biggest source of misrouted leads.
Firm leadership sees real-time intake performance across every office, practice area, and channel — from a single dashboard. Total leads, qualification rates, response times, consultation bookings, attorney conversion rates, and projected revenue pipeline — all filterable by office, practice group, time period, and source channel. Drill down from firm-wide metrics to individual office performance to individual attorney conversion rates. Automated weekly reports delivered to practice group leaders and office managing partners.
Our enterprise platform integrates with every major legal technology system — Clio, MyCase, Filevine, Litify, Aderant, Elite 3E, Salesforce, HubSpot, iManage, NetDocuments, and more. If different offices use different systems, the AI normalizes data across them — creating a unified client record regardless of which system "owns" it. For firms with proprietary systems, our API-first architecture and developer portal support custom integrations at enterprise scale.
When your firm operates across state lines, intake compliance gets complicated. Different states have different advertising rules, different SOLs, different qualification criteria, and different disclosure requirements. Our compliance engine automatically applies jurisdiction-specific rules to every intake interaction — ensuring your Miami office's intake is compliant with Florida Bar rules while your Chicago office's intake follows Illinois requirements. Compliance rules are updated continuously as regulations change, with full audit trails for every intake interaction.
How large law firms are using our enterprise AI platform to unify intake, eliminate lead leakage, and scale across offices.
A national firm with offices in 12 states was running 12 different intake processes — different forms, different qualification criteria, different CRMs. Leads from the firm's national advertising campaigns were routing to a central call center that had no visibility into individual office capacity or attorney availability. Result: 30% of marketing-generated leads were never contacted by an attorney. Our enterprise platform unified intake across all offices, implemented intelligent routing based on geography and practice area, and gave firm leadership a single dashboard showing exactly how many leads each office captured, qualified, and converted. Within 90 days, lead-to-consultation conversion improved by 47% firm-wide.
A national personal injury firm running multiple mass tort campaigns needed to process thousands of claimant intakes per week across different torts with different qualification criteria. Each tort required different screening questions, different medical record requirements, and different attorney assignments. Manual screening was overwhelmed — the intake team was weeks behind on reviewing submissions. Our enterprise AI automated the entire mass tort intake flow: multi-tort qualification, automatic medical record request triggering, claimant categorization by tort and severity, and intelligent routing to the appropriate litigation team. Processing time dropped from 2+ weeks to under 24 hours per claimant.
A regional firm with 200+ attorneys across 10 offices and 25+ practice areas was losing leads because intake coordinators couldn't accurately triage inquiries across so many specialties. An employment law lead might be routed to commercial litigation because the intake coordinator didn't recognize the keywords. Our practice area matching engine eliminated this problem — leads are now correctly routed 97% of the time on first contact, with the remaining 3% flagged for manual review by a supervising intake attorney.
Enterprise-grade security and compliance infrastructure. End-to-end encryption, SSO integration (Okta, Azure AD), role-based access controls, comprehensive audit logging, and data residency options including private cloud and on-premises deployment for firms with specific compliance requirements.
Built on redundant, geo-distributed infrastructure with automatic failover. Enterprise support with dedicated account management, 24/7 technical support, and guaranteed response times. Your intake never goes down — because every minute of downtime is lost revenue.
RESTful APIs, webhooks, and a developer portal for custom integrations with proprietary firm systems. Build custom workflows, connect to internal reporting tools, and extend the platform to meet your firm's unique requirements without vendor lock-in.
Deploy office by office or practice area by practice area — no big-bang disruption. Structured change management program with office-level training, adoption monitoring, and continuous optimization. Dedicated project manager throughout deployment and 90 days post-launch.
Custom reporting, automated executive dashboards, and direct data export to Tableau, Power BI, and other BI tools. Track ROI by office, practice area, marketing channel, and attorney. Make data-driven decisions about office expansion, practice area investment, and marketing spend.
Multi-jurisdiction compliance engine that applies state-specific bar rules, advertising regulations, and ethical guidelines to every intake interaction. Continuous regulatory monitoring and automatic rule updates. Full audit trails for compliance verification and bar audit preparedness.
Our enterprise AI uses multi-factor routing: geographic location, practice area, language preference, case value, attorney availability, and office capacity. When one office is at capacity, overflow routes to the next nearest office. All routing rules are configurable through a centralized dashboard and can be updated in real time.
Yes. Built for unlimited simultaneous conversations across all channels, multi-jurisdiction routing with compliance rules, SOC 2 Type II certified infrastructure, SSO integration, role-based access controls, API-first architecture, 99.9% uptime SLA, and custom deployment options including private cloud and on-premises.
Real-time visibility into intake performance across every office and practice area: leads captured, response times, qualification rates, consultation bookings, attorney conversion rates, and revenue pipeline. Office-level dashboards restrict visibility to local data. Practice group leaders see cross-office practice area data. Custom reports and BI tool export supported.
Typically 4–8 weeks: discovery (1–2 weeks), intake flow configuration (2–3 weeks), integrations (1–2 weeks), UAT (1 week), and phased rollout by office or practice area. Dedicated project management, weekly status calls, and structured change management throughout.
All major legal systems: Clio, MyCase, Filevine, Litify, Aderant, Elite 3E, Salesforce, HubSpot, Microsoft Teams, Slack, iManage, NetDocuments, Okta, Azure AD, and more. Custom API integrations and developer portal for proprietary systems.
The compliance engine maintains jurisdiction-specific rules for every state: bar advertising rules, intake qualification criteria, SOLs, language/disclosure requirements, and data residency regulations. Rules update continuously as regulations change. Full audit trails for compliance verification.
Schedule a consultation with our enterprise team. We'll assess your current multi-office intake, map the integration requirements, and show you exactly what unified AI intake looks like at your scale.
Tell us about your firm's structure — offices, practice areas, current systems — and our enterprise team will prepare a tailored assessment.
