Capture
Bring calls, email, chat, forms, referrals, and other inquiries into a process your team can see and manage.
AI Client Intake Automation
Fast response and consistent follow-up from first inquiry to signed client.
We set up your intake process to respond quickly, collect the information your firm needs, move prospective clients toward the right next step, and follow up when someone stalls.
We start with people, not technology.
Before we touch software, we look at who handles each inquiry, what your attorneys need before a consultation, where judgment matters, and where prospective clients are getting stuck.
Then we decide where technology can help.
The CASE Method
We organize intake around four jobs.
Assess
Collect the information your firm needs and route anything requiring human or legal judgment to the right person.
Schedule
Give prospective clients who meet your firm's criteria a clear next step, including consultation booking where appropriate.
Engage
Follow up on incomplete intake, missed appointments, unsigned agreements, and other stalled steps using messaging your firm approves.
Legal intake platforms can already handle many of these tasks.
Our work is determining how they should work for your firm, configuring them properly, and connecting them to the process and tools you already use.
Why response time matters
Someone who needs a lawyer tonight probably does not want to wait until tomorrow afternoon to find out whether anyone received their message.
of leads captured through Grow AI came in outside normal business hours.
Matters using Grow AI were three times more likely to convert to hired.
Source: Clio, “Introducing Grow AI, 24/7 Client Acquisition in Clio Grow,” August 2026.
These are Clio's reported product results, not a guarantee of results for any individual firm. Wiggs & Wiggs is not affiliated with Clio.
How we work together
- 01
Inquiry & Fit
Tell us what is happening now and what you want to improve. We'll call within 24 hours to determine whether we're a fit.
- 02
Intake Audit
Once engaged, we map how inquiries move through your firm and where they get stuck.
- 03
Design & Build
We design the improved process and configure the technology around it.
- 04
Launch
Your team approves the client-facing experience. We test it, document it, train your staff, and put it in place.
- 05
After Launch
Run it internally with the playbook we create, or keep us involved as your operations partner.
Included in your engagement
The goal is not more software. It is a better intake process.
- Intake workflows, routing, and attorney handoffs
- Firm-approved automated follow-up
- Consultation scheduling and reminders
- Reporting and pipeline visibility
- Written procedures
- Staff training
- Technology recommendations, starting with what you already use
A result from our intake work
11 / 11
For one local service business, we built the inquiry, enrollment, scheduling, and follow-up system.
Between August 13 and September 17, 2026, all 11 assessment calls booked through the system became paying clients.
This was not a law firm, so it is not a prediction of legal-industry results. We share it as an example of our intake and follow-up work.
Your firm stays in charge.
Automation handles routine steps.
Your attorneys review potential conflicts, provide legal advice, decide which matters to accept, and make decisions about representation.
We build intake around those decisions.
Engagement Details
Ready to improve your intake process?
Tell us what is happening now and what you want to improve.