AI Intake for Law Firms
Your firm is spending
$200–$500 per lead.
Half of them never get a response.
Attorneys are in court. Intake calls go unanswered. Potential clients call three firms and hire whoever responds first and it's usually not you. ScaleOS is an AI intake system that responds instantly, qualifies every case, and books the consultation so your attorneys only talk to pre qualified clients.
Free demo. No sales pressure. 2–3 weeks from contract to live.
Experience Smarter Workflows and Sales
Our platform uses AI powered voice assistants to handle routine tasks and provide instant support to customers while your team focuses on high value work. Manage marketing campaigns effortlessly with marketing automation services and marketing automation tools, track performance with marketing automation platforms, and grow your business with
sales automation that turns prospects into loyal clients.
Streamline operations using workflow automation software and workflow automation tools and improve your revenue with our generate leads service and sales force automation solutions. ScaleOS combines the best AI tools for business into one platform so your business runs efficiently every hour of the day.
The intake problem
Six leaks in a six figure funnel.
Every one of these costs signed cases and every one compounds against your ad spend. This is what we built ScaleOS to fix.
01
Six leaks in a six figure funnel.
Your attorneys are in depositions or with clients. Intake calls go to voicemail. Potential clients call three firms simultaneously and sign with whoever picks up.
02
Speed to Lead = Speed to Signed Cases
Personal injury prospects are urgent and emotional. A four hour response window costs you cases worth $15,000–$100,000+ in contingency fees.
03
Intake Staff Can't Scale
You can't hire fast enough to handle every call, qualify every lead, and chase every document especially outside business hours.
04
Non English Leads Lost
Immigration firms lose Spanish speaking leads who call, struggle to communicate, and hang up. Every one of those is a signed case left on the table.
05
Cold Leads With No Nurture
Many PI leads aren't ready to file immediately. Without an automated nurture sequence, you lose them to the firm that kept following up.
06
Ad Spend Lost to Slow Intake
Google Ads at $300 per lead is worthless if intake takes six hours. You're paying premium CPCs and converting half of what you should.
$200–$500
Average cost per lead on Google Ads for personal injury and immigration keywords.
60 sec
ScaleOS responds to every inquiry call, form, or chat in under a minute.
24 / 7
Intake never sleeps. No after hours gaps. No voicemail black holes.
2–3 wks
From contract to a live, firm branded intake system in your stack.
$200–$500
Average cost per lead on Google Ads for personal injury and immigration keywords.
< 60 sec
ScaleOS responds to every inquiry call, form, or chat in under a minute.
24 / 7
Intake never sleeps. No after hours gaps. No voicemail black holes.
2–3 wks
From contract to a live, firm branded intake system in your stack.
How it works
An intake system not a chatbot bolted on.
We design a case type specific intake workflow, deploy it across every channel your firm uses, and hand your attorneys pre qualified, pre booked consultations. Live in 2–3 weeks.
Step 01 · Capture
Every channel, instantly
Calls, web forms, chat, and missed call texts all route to ScaleOS. Under 60 seconds to first response in English or Spanish.
Step 02 · Qualify
Case type playbooks
We build a custom intake script for each practice area PI, immigration, family so the AI asks the right questions and flags unqualified matters.
Step 04 · Nurture
No lead left behind
Not yet ready leads enter an automated follow up sequence bilingual, compliant, and case type specific. You convert the ones your competitors forgot.
Step 03 · Book
On your calendar
Qualified prospects are scheduled directly into your attorneys' calendars. Pre-consult intake notes and documents arrive before the meeting.
Live sample intake
See the AI qualify a real case, live.
Pick a practice area. Watch ScaleOS triage the call, flag the case type, and book the consult exactly as your firm would receive it. No login. No demo form first.
See the AI qualify a real case, live.
Pick a practice area. Watch ScaleOS triage the call, flag the case type, and book the consult exactly as your firm would receive it. No login. No demo form first.
Fits your stack
ScaleOS writes directly into Clio, MyCase, and the CRMs you already use.
Qualified consults land in your case management system with full transcripts, case-type tags, and attorney assignments no copy-paste, no lost notes, no "which system is the real one?"
Works with
Bidirectional sync, on day one.
We map your custom fields, practice areas, and intake forms during onboarding. No rip-and-replace. No change-management nightmare. If a new matter belongs in Clio, it's in Clio with the transcript, the recording, the qualification notes, and the booked consult, already attached.
SOC 2 Type II
HIPAA-ready
Attorney-client privileged data handling
Clio
MyCase
HubSpot
Lawmatics
Filevine
+ 20 more
● Free demo · 2–3 week implementation
Your next signed case
is calling right now.
Claim your free law-firm intake automation demo. We'll show you your own ad spend's leak rate, run a live intake on your toughest case type, and map the 2–3 week rollout for your firm.
No credit card. No sales pressure. Bilingual team. Available in English and Spanish.
FAQ
What partners ask first.
Straight answers to the six questions every managing partner asks on a discovery call. If yours isn't here, book a demo we'll answer it there.
Does this integrate with Clio, MyCase, or our existing case management software?
Yes — ScaleOS writes bidirectionally to Clio, MyCase, Lawmatics, Filevine, HubSpot, and all major legal CRMs. We map your custom fields, matter types, and intake forms during the 2–3 week onboarding, so qualified consults land in your existing system with full transcripts and recordings attached.
Can the AI qualify different case types (PI vs. immigration vs. family)?
Every firm gets a custom case-type playbook. For PI that means medical history, liability, insurance posture, and damages. For immigration, status, entry, prior filings, and detention. For family, custody, contested status, and safety screening. The AI follows your firm's script — not a generic one.
Is this available in Spanish for our immigration clients?
Yes. Every ScaleOS intake is bilingual by default — English and Spanish, seamlessly switching mid-conversation. Additional languages (Portuguese, Haitian Creole, Mandarin, Vietnamese) available on request.
What happens when a potential client needs to speak to an attorney?
The AI never pretends to be an attorney. When a caller needs counsel, wants a specific quote, or the matter falls outside qualification parameters, we escalate — warm-transfer to your on-call attorney during business hours, or book a priority consult slot outside them.
Is client data secure and compliant?
ScaleOS is SOC 2 Type II certified and HIPAA-ready. All intake data is encrypted in transit and at rest. We handle attorney-client privileged material with strict access controls, audit logs, and per-matter data segregation. BAAs are available on request.
Can this handle high call volumes 50+ inquiries per day?
ScaleOS handles thousands of concurrent intakes without queue times. Whether you take 5 inquiries a week or 500 a day, every caller gets the same sub-60-second response. You only pay for qualified consults that book.
© 2026 ScaleOS. Built for Law Firm that refuse to lose another lead.