Law Firm Intake CRM — Your Intake Answers Every Call, Interviews Every Lead, and Signs Every Client

AI.Law's lead intake CRM runs the whole funnel: AI phone reception and AI chat intake collect the whole story, your qualification playbook evaluates the case, turn-downs and referrals go out automatically, fee agreements get e-signed and counter-signed, Stripe collects consultations, retainers, and trust deposits, and QuickBooks keeps trust and operating accounting straight. The CRM is free forever.

Follow One Lead Through the Pipeline

• AI Reception — the AI receptionist answers every call on your firm's number, nights and weekends included, and starts intake on the spot. No voicemail, no missed cases.
• AI Intake Interview — by phone, chat, text, or a firm-branded portal link, AI works through YOUR intake questions — facts, dates, parties, injuries, documents — adapting follow-ups like your best paralegal.
• Automated Evaluation — your practice-area playbook scores every lead against your ideal-client profile, with an AI case evaluation and statute-of-limitations check attached.
• Automated Referrals and Turn-Downs — cases you decline get professional turn-down letters; cases outside your lane get co-counsel referral introductions, all from your templates.
• Fee Agreements with Signatures — agreements generate from your templates, clients e-sign from any device, the attorney counter-signs, and the executed PDF files itself to the record.
• Stripe Payments — consultation fees, retainers, invoices, and trust deposits collect through secure payment links.
• QuickBooks Trust and Operating Sync — trust stays in trust, transfers to operating post correctly, and your books reconcile without spreadsheets.

The Free Forever Intake CRM

The lead pipeline (kanban) with customizable stages, conflict checks, fee agreement templates with e-signatures, compliance checklists, calendar, billing, and document management are free forever — no credit card, no time limit, free logins for the whole firm. AI intake automation (configurable AI interviews, AI reception, qualification scoring, the AI Practice Area Playbook, automated turn-down and referral emails, and the firm-branded intake portal) is available on paid AI seats from $149 per user per month.

Built by a Litigator Who Ran Intake at Scale

AI.Law was built by SuperLawyers-rated litigation attorney Troy Doucet, who ran a 2,200-matter practice and holds U.S. Patent No. 12,461,932. SOC 2 Type II certified, AES-256 encrypted, with strict data isolation and attorney review at every decision point.

Try It Free — No Credit Card · See Plans & Pricing · Schedule a Demo

Explore the intake stack: Lead CRM · Client Intake · Automated AI Intake · Conflict Checks