The retainer goes out the moment the call ends.
Most clients shop their case to more than one firm, and a great first conversation often ends the search on the spot.1 Every strong case is a race to the signed retainer. Execute Intake wins that race: the moment the call ends, the sign up documents are drafted, screened the way your firm screens, and waiting for your approval.
Join the waitlist →It is 7:40 PM on a Friday. A strong case just came through the answering service. Your intake paralegal left at 5:30 PM and the retainer will not go out until Monday morning at the earliest.
Somewhere across town, another firm’s retainer is already in that client’s inbox. That case would have been yours if the retainer had gone out sooner.
Speed that hiring cannot match.
Each bar is the time from the intake call to a retainer out the door. Shorter is faster. The dashed line is the moment the client signs with the first firm. Everything after it is drafting for a client who already chose.2
1. Clio, 2019 Legal Trends Report: 57% of clients who hired a lawyer contacted more than one firm, and 42% said that after a great first conversation they ended the search without contacting anyone else.
2. Clio, 2024 Legal Trends Report secret shopper study: only 40% of law firms answered the phone, 48% could not be reached by phone at all, and a third responded to email. The firm that answers and delivers first holds the advantage.
The full answer: how does AI legal intake work? →
From intake call to signed client, with one attorney approval in the middle.
-
The intake call ends
Whether your staff or your answering service takes the call, the system captures the case details the moment it ends. Friday nights and holiday weekends included.
-
The screening runs the way your firm screens
It applies your criteria, accepts what you would accept, and flags anything that needs a human call.
-
The sign up documents draft themselves
Retainer, authorizations, and intake documents generated immediately, matched to the case type and your firm’s templates.
-
An attorney approves, the package goes out
One review, one click, and the documents are out for electronic signature while your competitors wait for someone to draft theirs.
-
Your client’s signature starts everything
The moment the retainer comes back signed, the first round of medical record requests is drafted and waiting for your approval to send. That handoff is Prelitigation, Product No. 02. The case starts moving on day one.
You sign up the cases you want.
Winning the signed retainer stops being a coin flip
Your firm responds immediately, at any hour, every time. You are never waiting on someone else to send a retainer.
The screening works the way your firm works
Every case evaluated the way your best intake person evaluates it, no matter who picked up the phone.
Onboarding stops slipping
No waiting for someone to review the intake notes and draft the opening documents. The system pulls what it needs and the documents are ready to go.
Your team keeps their tools
The whole sequence runs across the software your firm already uses. No new logins, no migration, no training. Nothing new to learn.
The next strong case calls tonight. Be the firm whose retainer goes out first.
Open to civil plaintiff and defense law firms.