Intake software for law firms

Answer every case inquiry in under a minute.

Including the ones that land at 2am. Clifton Counsel texts them, emails them, assigns the file, books the consult and chases the no-show. Your firm's name on every message.

20+ workflows built in English and Spanish Your branding, not ours
Watch it work

See what happens after a form comes in at 9 PM.

It takes 74 seconds and runs all the way to the report that lands on the 1st.

Brightwater Legal is a made-up firm, and the numbers in the video are sample data.

Try it

Text it like a new client would.

This is the thread a lead gets after filling in your form at 9 PM. Pick a practice area and reply the way they would. Ask what it costs, or ask something only a lawyer should answer.

BL
Brightwater LegalText message
Demo

On the demo call we run this for your practice area, live on a real phone.

Book a demo →
What it's costing you

Run your own numbers.

Put in your firm's numbers. There's no industry stat hiding in here, just your math done for you.

Start with your best guess. These are example numbers until you change them.

Cases slipping away each month
1.8
A month$9,000
A year$108,000

That's money that already reached out to your firm. On the demo I'll show you how Cass catches it.

Book a demo →
How it works

Everything between the first call and the signed retainer.

It's all built and tested before your firm logs in. We swap in your name, your calendar and your attorneys, and it runs.

01

Answer every inquiry

  • A text and an email go out from your number in seconds, with your booking link.
  • Missed call? They get a text back, and the attorney gets a same-day call-back task.
  • Nights and weekends get their own message, so nobody's promised a call that won't come tonight.
  • Pick Spanish on the form and the follow-up comes back in Spanish.
02

Book the consult and keep it

  • The AI assistant answers questions by text and books the free case review.
  • A confirmation, then reminders a day before and two hours before.
  • Cancel or no-show and three re-book texts go out, then a call task if they still haven't picked a time.
03

Chase the ones who go quiet

  • Four touches over seven days for anyone who stops replying.
  • After that, check-ins at 30, 60 and 90 days instead of being forgotten.
  • A follow-up the day after the consult and again on day four.
  • The retainer chase keeps going until it comes back signed.
04

Keep clients in the loop

  • A welcome text, a what-happens-next email and a check-in at the end of week one.
  • Status updates at 30, 60 and 90 days, news or not. That's the silence that turns into a bar complaint.
  • Review asks only go out when you tag a happy client, and a referral ask follows a few days later.

Every text, email and call lands on one contact record, in one pipeline, and you can see all of it from your phone.

Built for law firms

The parts attorneys ask about first.

It won't give legal advice

The assistant does intake only. Ask it whether you have a case and it says that's for the attorney and offers a time. It starts in suggest-only mode, so you see its replies before it sends anything on its own.

Conflict check before the consult

When a consult gets booked, the assigned attorney gets a conflict-check task. If nobody marks it cleared by the day before, the whole firm hears about it.

Deadline watch

Type a court date into the file once. Seven days out and again two days out, everyone gets an alert and a coverage task. Move the date and the watch starts over.

The 10-minute rule

If a new lead is still sitting untouched 10 minutes after it comes in, the whole team gets an alert, not just the attorney it was assigned to.

A report on the 1st

At 10 AM on the first of the month you get leads by source with open, won and lost beside each one, plus consults booked, kept and missed. It tells you where the next ad dollar should go.

Your name on everything

The firm name, the phone number, the booking link and the login screen are all yours. Declines go out in wording your attorney approves first.

Pricing

Everything your intake needs, in one system.

No tiers and no annual contract. If it isn't earning its keep, you can stop, and your data goes with you.

Everything included

Clifton Counsel

Pricing
Based on your firm's scope
How many offices you have and what you want set up. Month to month, no annual contract.
  • Text and email to every new lead in seconds
  • Missed-call text-back
  • AI intake assistant, around the clock
  • Consult booking, confirmation and reminders
  • No-show and cancellation re-book
  • Seven-day follow-up, then 30, 60 and 90-day nurture
  • Conflict check gate and deadline watch
  • 10-minute not-called alert
  • Retainer chase, welcome and client status updates
  • Review and referral asks, only when you say so
  • English and Spanish intake
  • Monthly report on the 1st, your branding throughout
Book a 20-minute demo

About a week from yes to live.

01

We set up your account

Your firm name, your consult calendar, your attorneys on the assignment rotation, and your booking link in every message.

02

Your number gets cleared

Carrier registration for business texting. It's the part that takes real days, and it's the one thing nobody can rush.

03

You approve, we go live

Your attorney signs off on the decline wording, we test the assistant on a live number, then switch it from suggesting replies to sending them.

Questions

What firms ask on the demo.

Does this replace my receptionist?
No, and it works better when it doesn't. It covers the hours nobody's at the desk and the first few minutes of every lead, so your receptionist spends the day on people who are ready to talk instead of chasing voicemails.
Can the AI give legal advice by accident?
It's scoped to intake. It gathers facts, answers questions about the firm and moves people toward a booked consult. We test it on a live number with your attorney watching, and it starts in suggest-only mode, so you see every reply before it sends anything on its own.
What about the bar rules on client communication?
The decline email is non-engagement wording your attorney approves before a single one sends, and it points people to the state bar referral service. The intake messages also tell people not to send sensitive details by email, because that belongs on the call.
What if I already use Clio or MyCase?
Keep them. This sits in front of your case management software. It handles everything from first contact to a signed retainer, then your case management takes over.
Is it right for my firm?
It fits if you take consults, leads come in by phone and web form, and the person who's supposed to call them back is also billing hours. It doesn't fit if you don't want texts going to clients at all, or if you need document assembly and trust accounting. It doesn't try to be that.
Do I own the data?
Yes. Contacts, conversations and the pipeline are yours, you can export them, and they leave with you if you ever stop.
How much does it cost?
It depends on scope: how many offices you have and what you want set up. It's month to month with no annual contract, and texting and calling usage is billed at cost. You'll get an exact quote once we've walked through your intake on the demo.
Can I see it working before I commit?
That's what the demo is. We walk a test lead through the whole thing live, from the form to a booked consult, and you watch the texts land on a real phone.
Book a demo

Watch it answer a lead in real time.

Pick a time below. Twenty minutes on Zoom. We run a live inquiry through it while you watch, and you'll know inside the first five whether it's worth the rest. We also build law firm websites, so if yours needs work, I'll show you what we'd build for your firm.

Rather talk now? Call 786-294-4943 or email me.

No slide deck Live system, not a recording