Client intake for law firms

The real cost of a missed case inquiry

• Case inquiries arrive after hours and during court time. Nobody sits at the desk when the phone rings.
• One accepted case is often worth thousands in fees. Clients who get no reply hire the next firm.
• A fast intake also protects deadlines. In many cases, a filing clock is already running.

The full process map

• Capture the inquiry from the call, web form, chat, or email.
• Log the practice area, the parties, the key dates, and the county.
• Send a fast reply that states the next step and the intake questions.
• Collect the case summary and documents the intake team needs.
• Flag the conflicts check and send it to the attorney who owns it.
• Book the consultation when the conflicts check clears.
• Follow up with a lead who has not booked, until there is a decision.
• Tell the owning attorney about any inquiry that waits too long.

Approval boundaries

• The AI team member does the capture, the intake questions, the document gathering, and the scheduling.
• A licensed attorney approves the conflicts check and any decision to take the case.
• The team member never gives legal advice, sets a fee, or promises an outcome.
• The firm sees one list of every open inquiry and its status.

A simple cost example

• A part-time hire to run this task costs about $2,400 a month.
• One AI team member costs $795 a month and works every month.
• It fits inside the software you already use. No new platform.
• If your use grows beyond the plan, Z4C asks before changing the service or price.

Common questions

• Is client data safe? A person approves anything important before it sends. Access follows your firm confidentiality rules.
• Which software does it use? It connects to the intake form, case software, email, and calendars you already use.
• Does it answer legal questions? No. Legal questions go to an attorney. The team member gathers facts and books times.
• Do I need new hardware? No. It runs on the tools the firm already has.

A note before you send anything

Evaluating Z4C? Do not send confidential, privileged, or health information during the evaluation. A one-page plan states exactly what data and software access the work needs before any work starts.

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