law firm AI automation
Never Miss a Potential Client Again.
Pulse qualifies new leads 24/7, collects intake information, schedules consultations, and follows up on unsigned retainers so your attorneys spend time on cases, not chasing prospects.
What Pulse automates for Law Firm
Every workflow below is configured during your two-week Build My Pulse sprint, scoped to your actual stack and operation.
24/7 intake qualification bot
Responds to every new inquiry instantly, collects case details, and routes qualified leads to the right attorney or practice area.
Consultation scheduling automation
Books consultations directly into attorney calendars based on availability and practice area, no back-and-forth.
Conflict check data collection
Automatically collects the information needed to run a conflict check before the consultation is scheduled.
Unsigned retainer follow-up
Sends a timed follow-up sequence to prospects who have received a retainer agreement but have not signed yet.
Document request sequences
Automatically requests missing documents from clients and follows up until received, reducing paralegal overhead.
Client status update automation
Proactively sends case status updates to clients on a defined schedule, cutting inbound status call volume.
What operators see in the first 30 days
These are the outcomes we scope toward in every Law Firm deployment.
- Respond to every intake inquiry in under 60 seconds, 24/7
- Recapture potential clients who did not sign a retainer with structured follow-up
- Reduce inbound status calls by automating client updates
- Free your intake team from manual scheduling and follow-up entirely
How it works
From first call to live system in two weeks.
Step 01
Discovery call
A 30-minute call to map your current workflows, tools, and where automation delivers the most value. No pressure, no pitch.
Step 02
Two-week build sprint
We configure, test, and integrate Pulse against your actual stack. You get daily updates and a live review before anything goes live.
Step 03
Handoff and support
You receive a fully running system, a training walkthrough, and a 30-day support window to make sure everything operates exactly as scoped.
Frequently asked questions
Does Pulse handle confidential case information?
No. Pulse operates on the intake and communications layer: qualifying leads, scheduling consultations, and sending non-privileged follow-ups. It does not interact with case files, court documents, or anything subject to attorney-client privilege.
Can it handle multiple practice areas with different intake flows?
Yes. The system is configured with separate intake workflows for each practice area, each with its own qualification questions and routing logic.
What if a prospective client has an urgent situation?
Escalation rules are configured for urgency signals. Any lead indicating an emergency or imminent deadline triggers an immediate alert to your on-call attorney or intake coordinator.
How does the retainer follow-up sequence work?
After a retainer agreement is sent, Pulse sends a timed series of follow-up messages over the next 3 to 7 days. When the retainer is signed, the sequence stops automatically.
Will this work with our case management software?
Integration with Clio, Filevine, MyCase, and other major practice management platforms is scoped during the discovery call.
Build My Pulse
Get Pulse running in your Law Firm operation.
Fill out the form below and we will schedule a discovery call to scope your deployment. Two weeks from kickoff to live.