Client Intake System
Legal clients judge a firm by its first response. A prospect who waits two days for a callback assumes that's how the whole relationship will feel — and hires the firm that replied first. The Client Intake System makes your intake fast, consistent, and professional, while keeping every real conversation human.
What's quietly costing law firms.
If you recognize two or three of these, you're losing money you can't see on a P&L.
Slow intake loses good matters
Manual intake depends on whoever's free, so response times are inconsistent and qualified prospects are lost to faster firms.
Missed and after-hours calls
Legal needs are urgent and stressful. A call that hits voicemail is a client who keeps dialing until someone answers.
Consultation scheduling friction
Phone tag to book a consultation adds days and drop-off to a process that should take minutes.
Inconsistent follow-up
Prospects who don't book immediately rarely get a professional, timed follow-up — so they drift to a competitor.
Lost revenue, wasted time, lost ground.
The three ways this problem quietly drains a business like yours.
Lost revenue
A single retained matter can be worth thousands to tens of thousands in fees. Responding first and following up consistently means more qualified consultations booked — and even one additional retained client a month far exceeds the system cost.
Wasted time
Intake calls, scheduling, and follow-up consume hours of paralegal and attorney time that's better spent on billable work — and much of it is repetitive and automatable.
Competitive disadvantage
Clients hire the firm that responds fastest and feels most organized. This system gives a local firm the instant, polished intake of a large practice, while keeping the relationship personal.
What the system installs.
Every opportunity above, turned into a working automation inside your existing tools — built, managed, and optimized by Talver.
AI receptionist & after-hours intake
Calls and enquiries are answered, qualified, and routed around the clock, so no prospective client hits a dead end.
Powered by AI ReceptionistIntake assistant
A site assistant captures matter type and key details up front, making the first conversation sharper and more personal.
Powered by AI Website Chat AssistantConsultation booking
Qualified prospects book a consultation in a couple of taps, with reminders that cut no-shows.
Powered by Booking AutomationProfessional follow-up
Timed, on-brand follow-up keeps prospects engaged without nagging, recovering matters that would otherwise slip.
Powered by Lead Follow-Up AutomationOne system. One price. Everything handled.
The Client Intake System bundles the services below into a single managed system — installed in your tools, monitored, supported, and continuously optimized. No piecing it together, no surprise add-ons.
Bought individually, these services run $5,996 setup + $796/mo. As a system it's $4,999 setup + $499/mo — saving about $997 upfront and $297/mo, with hosting, monitoring, and support included on top.
Fixed pricing in CAD. Month-to-month, no lock-in.
What changes once it's running.
Firms on this system respond to every enquiry in minutes, qualify intake consistently, and book more consultations — capturing the good matters that used to go to whichever firm simply answered first.
Estimates based on typical results for a business of this type. Your numbers depend on your volume and pricing — we'll model them with you on a call.
Playbooks behind this system.
The thinking and the numbers behind what this system does.
How local professional firms can automate intake without losing trust
For lawyers, accountants, and clinics, the first response sets the tone. Here's how to make intake fast and consistent while keeping it human.
Why a slow reply is quietly costing you customers
Most local businesses lose work not on price, but on speed. Here's why the first responder usually wins — and how to always be first.
Prefer the deep-dive? Read the full law firms playbook, or browse all industry systems.
Ready to put the Client Intake System to work?
Get this system as-is, customize it in the builder, or book a call and we'll tailor it to your numbers.