AI-Powered Legal Intake

Stop Losing $144,000 a Year to Missed Calls

The 24/7 AI-powered intake system that answers every call, qualifies every lead, and books consultations while you sleep.

Built for PI firms. HIPAA-compliant from day one.

HIPAA Compliant
AI Receptionist Included
Live in 7-14 Days

Sound Familiar?

Every day, PI firms lose high-value cases to these preventable problems

The After-Hours Ghost

42% of PI leads happen after 5 PM.

When your phone goes to voicemail, they call the next lawyer on Google. By morning, that $50,000 case belongs to someone else.

The Missed Call Massacre

35% of law firm calls go unanswered.

That's not a 'phone issue' - that's a $144,000/year revenue leak. Every unanswered call is a case you'll never see.

The Speed-to-Lead Gap

78% of clients hire the FIRST lawyer who responds.

If you call back in 2 hours, you've already lost. The firm that responds in 2 minutes wins the case.

The $4,000/Month Employee Problem

A full-time intake person costs $4,000/month + benefits.

They still can't work at 2 AM. They still take sick days. They still miss calls when the other line rings.

Ready to Stop the Leak?

One missed call could be a $50,000 case walking away. Let's fix that.

The Apex Intake System

A 24/7 digital intake department for less than one part-time hire.

AI RECEPTIONIST

24/7 AI Voice Agent (250 mins/mo)

Never miss a call again - even at 2 AM

Missed-call text-back (instant)

Claim leads before they call competitors

Live call transfer to attorney

Hot leads go straight to you

INTAKE

Unlimited HIPAA-compliant intake forms

Capture PHI legally and securely

Mobile-optimized (70% of leads are mobile)

Stop losing leads to broken forms

Lead qualification logic

Filter out bad cases automatically

Instant case-type routing

Truck accidents get priority alerts

AUTOMATION

Auto-responder (SMS + Email)

Respond in <30 seconds, every time

Follow-up sequences (5-touch)

No lead falls through the cracks

Medical records request automation

Cases start 2 weeks faster

Document reminder sequences

Clients submit docs without chasing

DASHBOARD

Real-time lead pipeline

See every lead's status at a glance

Source tracking

Know which marketing actually works

COMPLIANCE

Full HIPAA infrastructure

Significantly reduces HIPAA compliance risk

Signed BAA included

Legal protection from day one

Encrypted data storage

PHI protected at rest and in transit

Problem → Solution → Outcome

THE PROBLEMTHE SOLUTIONTHE OUTCOME
35% of your calls go to voicemailAI receptionist answers every call 24/7Capture 100% of leads
Leads call competitors while you're in courtInstant missed-call text-backClaim leads in <30 seconds
Your intake form doesn't work on phonesMobile-first HIPAA formsCapture the 70% of mobile leads
Staff wastes 15 hrs/week on unqualified leadsAI qualification logicOnly talk to cases worth taking
42% of leads come after 5 PM - you miss them24/7 AI + automationWork while you sleep
A full-time intake person costs $4,000/moOur complete systemSame results starting at $1,500/mo per attorney

The ROI Is Embarrassingly Simple

Calculate exactly how much revenue you're leaving on the table

Your Numbers

120
$10K$200K
5%50%
$1,500$5,000

Industry Average: PI firms miss 5-10 calls/week at $50K+ per case with 20% conversion.

Your Revenue Leak

Monthly Revenue Leak
$200,000
Yearly Revenue Leak
$2,400,000
Your Monthly Investment
$1,500/mo
Return on Investment
133.3x ROI

You make back your investment 133.3 times over every month

The Bottom Line:

If our system helps you sign just ONE extra case per year, that single case is worth many times more than a full year of your investment in this system.

Live in 7-14 Days. Not 7 Months.

From strategy to launch, we make it fast and painless

Day 1-2

STRATEGY

We audit your current intake, identify the leaks, and design your custom system.

Day 3-5

BUILD

We create your forms, configure your AI, set up automations, and integrate everything.

Day 6

TRAIN

Your team gets a 60-minute training session. Everyone knows exactly what to do.

Day 7

LAUNCH

Your AI receptionist goes live. Your forms go live. You start capturing leads 24/7.

Day 8+

OPTIMIZE

We monitor, adjust, and improve. Your system gets better every month.

Your AI Receptionist Answers Its First Call Within 48 Hours of Launch

Your forms go live, your automations start running, and you begin capturing leads you were previously losing.

Simple Pricing. Serious Results.

Choose the plan that fits your firm. Scale as you grow.

How Our Pricing Works

We keep pricing simple: $1,500 per month and $3,000 setup for each attorney at your firm. Every attorney seat includes a support staff seat at no extra cost — no need to count paralegals or intake staff separately. Firms with 11 or more attorneys, multiple office locations, or custom integration needs fall under our Enterprise plan, quoted individually.

MOST FIRMS

The Apex System

$1,500/month per attorney

$3,000 one-time setup per attorney

Each attorney seat includes 1 support staff seat at no extra cost

Go-Live:7-14 business days depending on firm size
24/7 AI Voice Agent (250 AI minutes included per attorney/month)
Missed-call text-back (instant)
Unlimited HIPAA-compliant intake forms, mobile-optimized
AI lead qualification and case-type routing
Auto-responder (SMS + Email), under 30 seconds
Automated follow-up sequences
Medical records request automation
Document reminder sequences
E-signature integration
Real-time lead pipeline dashboard
Source tracking and reporting
Spanish language support
BAA included, full HIPAA compliance
Training session included
Priority support

Enterprise

For firms with 11+ attorneys, multiple office locations, or custom integration needs.

Custom quote — schedule a consultation

Everything in The Apex System, plus:
Custom AI voice & persona
Multi-location support
Custom workflow automation
API integrations
Dedicated account manager
Executive reporting
Flexible month-to-month plans. Ask about our discount on yearly commitments!
100% setup fee due to begin your build. Monthly billing starts on your go-live date.
Full HIPAA compliance + BAA signed before go-live
AI receptionist included on all plans
Cancel anytime with 30 days notice
All user seats included - no hidden fees

Built for PI. Compliant from Day One.

HIPAA compliance isn't optional when you're handling Protected Health Information. We've got you covered.

HIPAA-compliant infrastructure
Business Associate Agreement signed before go-live
AES-256 encryption (same as banks)
TLS 1.2+ in transit
Vendors selected for strong security and compliance practices
Audit logs on all PHI access
Full HIPAA documentation provided at onboarding
Compliance audit reports available on request

Built to Minimize Risk. Full Protection.

We partner with leading HIPAA-compliant vendors including GoHighLevel, Cognito Forms, Karagon, and Retell AI - all of whom sign Business Associate Agreements. We sign one with you too.

Your PHI is encrypted at rest and in transit. Full compliance documentation and audit reports provided on request.

Frequently Asked Questions

Everything you need to know before getting started

Ready to Stop the Leak?

Book a 30-minute discovery call. We'll show you exactly how many leads you're losing and how to capture them.

No pitch. No pressure. Just the facts.

Be Among the First PI Firms Capturing 100% of Their Leads 24/7