When you have 5 offices. 15 offices. 30 offices. Leads fall through the cracks between locations. Our enterprise AI automation creates a centralized intelligence layer that qualifies, routes, and tracks every lead across every office — seamlessly.
A potential client in Dallas calls your firm's main number. They should be routed to your Dallas office. Instead, they get your Chicago intake team — who doesn't know Dallas jurisdiction, doesn't have the right intake script, and doesn't have access to the Dallas team's calendar. The lead feels mishandled. They call another firm.
Multiply this by 5 offices. 10 offices. 20 offices. Add in different practice areas at each location. Different intake criteria. Different attorney availability. Different jurisdictions with different rules. Your intake process isn't just a funnel — it's a maze. And every wrong turn is a lost case.
Enterprise AI automation solves this at scale. One intelligent system that knows every office, every practice area, every jurisdiction, and every attorney's availability — routing every lead to exactly the right place, instantly, 24/7.
Centralized AI intake eliminates inter-office lead leakage — routing every inquiry to the right office instantly.
Built for the scale, complexity, and compliance requirements of multi-office firms — from 5 locations to 50.
Intelligent routing based on caller location, jurisdiction, practice area, and office capacity. Dallas leads go to Dallas. Miami leads go to Miami. No more wrong transfers.
Each office may handle different practice areas. The AI matches inbound leads to offices with the right expertise — PI in Houston, corporate in New York, litigation in DC.
One dashboard showing intake performance across every office, practice area, and channel. Real-time visibility for firm leadership, practice group heads, and office managing partners.
SOC 2 compliant infrastructure, role-based access controls, audit logging, data residency controls, and full encryption. Built for the security requirements of AmLaw-level firms.
Every lead is screened against your complete client and matter database across all offices. Party names, related entities, matter types — conflicts flagged before routing.
Native integrations with Aderant, Elite, iManage, NetDocuments, Intapp, Salesforce, and all major enterprise legal platforms. Data flows seamlessly into existing systems.
See how our enterprise AI solutions work for firms at every scale — from regional multi-office firms to AmLaw powerhouses.
Centralized AI intake handling 500+ leads per day across 20 offices and 12 practice areas. Automated conflict checking across 50,000+ active matters. Custom intake flows per practice group with unified firm-wide governance and real-time executive dashboard.
Multi-state intake automation with jurisdiction-aware routing. Leads from each state automatically routed to the correct office with the right intake criteria, SOL screening, and local counsel coordination. Reduced response time from hours to seconds.
High-volume PI intake with automated medical chronology, insurance extraction, and liability assessment across 15 offices. Mass tort claimant management for 10,000+ claimants with MDL-ready data organization and reporting.
Multi-language intake automation spanning US offices plus international locations. Practice-area-specific workflows for corporate, litigation, IP, and regulatory practices. Timezone-aware routing and attorney availability management across continents.
Enterprise AI creates a centralized intelligence layer connecting all offices, intake channels, and practice areas. Incoming leads are routed through a single AI system that qualifies, categorizes, and distributes them based on office location, practice area, attorney availability, and caseload. Each office gets matched leads while leadership gets a unified dashboard showing firm-wide performance.
Conflict checking is built into our enterprise AI. Every incoming lead is automatically screened against your complete client and matter database across all offices before routing. The AI identifies potential conflicts based on party names, related entities, and matter types, then flags them for attorney review — all during automated intake, not as a separate manual step.
Yes — we integrate with all major enterprise legal platforms including Aderant, Elite, iManage, NetDocuments, Intapp, Salesforce, Clio, and Filevine. We handle the technical integration during deployment, ensuring seamless data flow between the AI system and your existing technology stack across all offices.
The enterprise dashboard provides real-time visibility: lead volume by office, qualification rates by practice area, conversion rates by attorney, response times by channel, revenue pipeline by location, and comparative performance metrics. Custom reports can be generated for firm leadership, practice group heads, and office managing partners.
Enterprise deployment typically takes 4–8 weeks: firm-wide intake audit (1 week), system design and configuration (2–3 weeks), integration with existing systems (1–2 weeks), testing across all offices (1 week), and phased rollout with team training (1–2 weeks). We deploy office by office to minimize disruption.
Absolutely. Our enterprise AI is built for AmLaw 100 and 200 scale — handling thousands of leads per day across dozens of offices, with enterprise-grade security, SOC 2 compliance, conflict checking, and the ability to maintain separate branding and intake logic for different practice groups while providing unified firm-wide governance.
Each practice area gets its own customized intake workflow, qualification criteria, and routing rules — and these can vary by office. PI-specific intake for PI offices, corporate intake for transactional practices, litigation screening for trial groups. The system adapts at both the office and practice area level simultaneously.
Enterprise firms see ROI across multiple dimensions: 30–50% reduction in manual intake hours, 80%+ recovery of previously missed leads, response times improved from hours to seconds, 2–3x improvement in lead-to-consultation conversion, and better cross-office routing. For multi-office firms handling 500+ leads/month, annual recovered revenue typically ranges from $2M to $8M+.
Let's discuss how centralized AI automation can transform intake, routing, and client management across all your offices — with a custom plan built for your firm's scale.