From missed calls to Monday-morning briefs.
A prospect submits your form Friday at 11 p.m. Within minutes, a structured intake conversation begins — asking what your firm would ask, branching by practice area. By Monday morning, the attorney opens a one-page brief: case type, parties, conflict check, SOL timeline, priority score. The system prepares; the attorney decides.
For a firm spending $5,000–$15,000/month on advertising, the difference between qualifying 60% and 90% of inbound leads compounds fast.
From multi-day response times to same-day briefs on every lead.
An illustrative deployment for a plaintiff-side firm: inbound leads from ads and referrals are answered immediately, qualified against the firm's own criteria, and delivered to attorneys as structured briefs the same day. Every engagement starts by recording your current baseline — response time, lead loss, hours spent on intake — so results are measured against your numbers, not industry averages.
- 01 Discovery — 20-minute call. We learn your practice areas, qualification criteria, intake volume, and which PMS you use.
- 02 Configure — We build the intake logic — branching by practice area, screening for conflicts, scoring by priority. Your team reviews before anything goes live.
- 03 Soft launch — System runs in parallel with your current process for 1–2 weeks. You review every brief, flag adjustments, we refine.
- 04 Live — System runs continuously. Attorneys receive structured briefs. We handle ongoing adjustments — new practice areas, updated criteria, seasonal volume changes. No platform for your staff to manage.
Best fit for plaintiff-side and high-volume firms handling 20+ inbound inquiries per month. Currently integrates with Clio, MyCase, PracticePanther, and Smokeball.
Not an answering service. Not a chatbot. Not a tool your staff has to manage.
Gridex operates as an extension of the firm's intake process. We configure the qualification logic, integrate with your systems, and handle ongoing adjustments — your team doesn't manage another platform.
- 01 Built for compliance — ABA Formal Opinion 512 requires competence and supervision when AI is involved in client-facing workflows. Full transparency, human oversight at the decision layer, complete audit trails.
- 02 Practice-area specific — every interaction follows qualification logic tailored to your areas. Not generic scripts.
- 03 Flows into your systems — data goes directly into Clio, MyCase, PracticePanther, or Smokeball. No manual entry.
- What happens when the system gets something wrong?
- Every intake produces a full transcript. Attorneys review the structured brief and make the decision — the system prepares information, it doesn't practice law. Flagged edge cases are escalated immediately.
- Is client data confidential?
- Yes. Data is encrypted in transit and at rest, hosted on infrastructure from SOC 2-audited providers, and never used to train models. We sign a confidentiality agreement before onboarding.
- How does this handle ABA compliance?
- ABA Formal Opinion 512 requires competence, supervision, and disclosure when AI is used in client-facing workflows. Gridex provides full transparency — clients know they're interacting with a system. Human oversight at the decision layer. Complete audit trails.
- How long until the system is live?
- Most firms are live within 3 weeks. Discovery call, configuration, 1–2 week parallel run, then live.
Most firms are live within three weeks. The first conversation takes 20 minutes — we'll tell you whether this is the right fit for your volume and practice mix.
Get in touch →Or email directly: ryan@gridex.dev