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Client Intake

Stop Losing Cases Before They Start.

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46%
of inquiries arrive after hours
2–3 days
average firm response time
15 min
screening each lead that doesn't convert
What Changes

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.

Before
2–3 days
average response time
15 min
screening each lead manually
After
< 1 hr
first contact to qualified intake
2 min
to read and decide

For a firm spending $5,000–$15,000/month on advertising, the difference between qualifying 60% and 90% of inbound leads compounds fast.

Results

From 3-day response times to same-day briefs on every lead.

A 12-attorney plaintiff-side firm running $9,000/month in Google Ads was losing roughly 40% of inbound leads to slow follow-up. After deployment, average first-contact time dropped from 2.3 days to under 1 hour. Qualification rate went from 58% to 91% within the first 6 weeks.

"We stopped guessing which leads were worth calling back. Every Monday morning, the briefs are already there."
91%
lead qualification rate (from 58%)
< 1 hr
average first contact (from 2.3 days)

See if this fits your firm. 20 minutes, no commitment.

ryan@gridex.dev →
Team reviewing client intake workflow
How We Work

Best fit for plaintiff-side and high-volume firms handling 20+ inbound inquiries per month. Currently integrates with Clio, MyCase, PracticePanther, and Smokeball.

Integrates with
Clio MyCase PracticePanther Smokeball
Why Gridex

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.
Common Questions
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, stored in SOC 2-compliant infrastructure, 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