Legal client intake with message.com
The first 24 hours after a prospective client reaches out is when most firms lose them. message.com captures intake details, runs an initial conflict capture, and books the consult, even on a Saturday.
The problem
Solo and small firms compete for clients with bigger firms that staff a dedicated intake coordinator. Phones get missed during depositions and court. Web form leads sit until Monday. Practice areas have wildly different intake questions. And per-seat tools are expensive when you only have an attorney, a paralegal, and a part-time admin.
How message.com handles it
A practice-area-specific pre-chat form captures the intake details: matter type, opposing party, jurisdiction, urgency. AI books a consult through your scheduling tool. After-hours leads get captured and a thank-you confirmation goes out immediately. Sensitive details stay out of the AI summary; an attorney reviews before any substantive legal commentary.
Common workflows
Practice-area intake
Different forms for family, criminal, immigration, personal injury.
Conflict capture
Opposing party recorded; flagged for the attorney to clear before consult.
Consult booking
AI offers attorney availability for the matching practice area.
After-hours capture
Confirmation auto-sends; full review the next business morning.
Case status updates
Existing clients ask “what's next” and get a status from the matter record.
Calendly or Clio Grow for booking, Clio or PracticePanther for matter records, e-signature for engagement letters, and email forwarding from the firm address.
Business at $19 a month flat: chat, the firm phone with after-hours routing, AI intake forms, unlimited paralegal and admin agents.