AI legal intake software that helps law firms respond faster, qualify prospects, and book consultations 24/7
Stage
Not given
Startup
Founded
Not given
2026
Based in
US
US
Pricing model
Freemium
Paid
Pricing
Free: Broker Check with authority, BMC-84/85, surety, red flags; Free Broker Watchlist (up to 5 brokers); Free calculators and guides. Claim packet: $9 with LAUNCH10 code (regular $19) for one-time demand letter and bond-claim packet. Report Defense: $29 for 72-hour countdown and response letter. Un
Pay-as-you-go pricing based on qualified consultation opportunities (COIs) captured. CORE bundle: $40/COI with 25 credits. GROW bundle: $35/COI with 50 credits. SCALE bundle: $30/COI with 100 credits. Refundable implementation fee. Credits auto-refill and bundle can be changed anytime. Free 30-day p
Key features
Free broker authority and bond verification from FMCSA records
Ready-to-send demand letter and bond-claim packet templates
Free 72-hour countdown timer for responding to bogus broker reports
Email alerts for broker authority loss or bond cancellation
Free broker report submission to FMCSA
AI voice agents that answer calls 24/7 and place outbound callbacks to missed and after-hours inquiries
Humanlike SMS and web chat for real-time prospect qualification
Email and SMS nurture for persistent, personalized follow-up
Missed-call recovery with automated follow-up workflows
Qualification criteria application consistent with firm requirements
Integration with CRM and case management platforms including GoHighLevel
Pipeline Audit diagnostic to identify intake gaps and measure performance
Dashboard showing audit score, COIs captured, and estimated recovered case value
Pipeline IQ executive summary with cost per COI and channel performance metrics
What makes it different
Built by carriers who experienced unpaid loads and broker disputes firsthand
Offers ready-to-send legal documents at lower cost than hiring attorneys
Includes exhibit checklist and timeline templates to strengthen bond claims
Built specifically for law firms by practicing attorneys in litigation, corporate law, and AI patent practice, not a generic AI chatbot repurposed for legal
Compliance-first design that eliminates unnecessary risk from generic AI vendors in legal intake
Pipeline Audit diagnostic with 30-day refundable pilot to prove value before commitment
Revenue optimization layer that captures leaked leads from existing marketing spend without hiring additional intake staff
UnpaidLoad
PipelineLift