Every case that calls or clicks gets answered — day or night, in under a minute.
This is a walkthrough of what your intake would look like running on LeadLine: live qualification, instant attorney alerts on urgent cases, and automated-but-human follow-up until each case is signed or closed out. All names, numbers and messages below are illustrative example data.
Before LeadLine vs. after
Typical numbers for a small-to-mid-size firm before switching, compared to the same firm's first 90 days on automated intake.
Missed / unanswered calls
Before38% of calls
AfterUnder 1%
Avg. first response time
Before4 hrs 12 min
After47 seconds
After-hours coverage
BeforeVoicemail only
After100% · 24/7/365
Follow-up consistency
Before1.3 touches / lead
After7 touches / lead
Lead-to-signed-client rate
Before11%
After27%
Missed filing deadlines
BeforeTracked ad hoc, per attorney
AfterEvery matter tracked centrally
Conflict & solicitation screening
BeforeManual, easy to skip
AfterAutomatic, before first outreach
Recent leads — live intake feed
Every inbound call, web form and chat lands here instantly, pre-qualified and prioritized — no more digging through voicemail or a shared inbox.
| Time received | Channel | Lead | Case type | Location / county | Urgency | Status | Last activity | Ticket |
|---|---|---|---|---|---|---|---|---|
| Today, 2:14 PM 2 min ago |
📞 Call | Maria S. | DUI | Harris County, TX | High | Contacted | Call alert to on-call attorney — 42 sec after lead | |
| Today, 1:52 PM 24 min ago |
🌐 Web | Devon R. | PI – Car accident | Maricopa County, AZ | Medium | Contacted | SMS sent — 58 sec after lead; photos requested | |
| Today, 12:40 PM 1 hr ago |
💬 Chat | Aisha K. | Immigration – Family visa | Cook County, IL | Low | New | Qualification chat completed; consult link sent | |
| Today, 10:05 AM 3 hrs ago |
📞 Call | Trevor N. | Drug charge – Possession | Clark County, NV | High | Case signed | Retainer sent & signed — follow-up #3 | |
| Today, 8:47 AM 4 hrs ago |
🌐 Web | Priya M. | Assault charge | Fulton County, GA | Medium | Contacted | Follow-up #2 sent — awaiting reply | |
| Yesterday, 11:52 PM 14 hrs ago |
📞 Call | Carlos D. | DUI | Bexar County, TX | High | Case signed | Signed after-hours — attorney called back in 3 min | |
| Yesterday, 6:30 PM 20 hrs ago |
🌐 Web | Grace L. | PI – Slip and fall | King County, WA | Low | Lost | No response after follow-up #7 — marked closed | |
| Yesterday, 2:18 PM 24 hrs ago |
💬 Chat | Omar F. | Criminal defense – General | Wayne County, MI | Medium | Contacted | Follow-up #1 sent — court date confirmed |
⚠️ All names and case details above are fictional example data for demonstration purposes only. Click "View ticket" on any row to see the full case file.
Your agent network, live
Every lead above moves through the same seven specialized agents automatically. Each one does a single job well and hands off exactly what the next agent needs — in seconds, not hours.
📞
Intake Agent
Active
Answers every call, web form and chat within seconds, in a natural, human-sounding voice or text — no hold music, no voicemail, no missed after-hours calls.
Right now: On a call with a new caller — Denver, CO
↳ hands off contact info + raw transcript to Qualification Agent
🧾
Qualification Agent
Processing
Structures the raw conversation into case type, county, arrest/court status, urgency and budget — the fields your intake team actually needs to act.
Right now: Structuring intake for Devon R. — PI, car accident
↳ hands off the structured case record in parallel to Compliance & Conflict Agent, Deadline & SOL Tracking Agent, and Dispatch & Alert Agent
🛡️
Compliance & Conflict Agent
Active
Runs a conflict-of-interest check against your existing client & matter list, and confirms outreach is allowed under your state's solicitation-timing rules for that practice area — before a single follow-up text goes out.
Right now: Screening Kevin O. — criminal defense inquiry, Travis County
↳ hands off a cleared-to-contact signal to Follow-Up Agent — flagged cases are held for attorney sign-off instead
🚨
Dispatch & Alert Agent
Active
Scores urgency and instantly alerts the right on-call attorney or intake coordinator by SMS and phone call, with full case context attached.
Right now: Alerting on-call attorney — Maria S., DUI, High urgency
↳ hands off in parallel to Follow-Up Agent and the human attorney
⏳
Deadline & SOL Tracking Agent
Active
Calculates and locks in the key filing deadline for every matter the moment it's qualified — and keeps tracking it for the life of the case, whether it signs, stalls, or is marked lost.
Right now: Deadline locked for Devon R. — PI, 2-yr SOL, Arizona
↳ escalates directly to a managing attorney if a deadline is at risk — independent of what the sales pipeline shows
🔁
Follow-Up Agent
Active
Runs the multi-day, human-sounding nurture sequence — texts, calls, emails — until the case is signed or clearly marked lost. Never forgets, never gets busy.
Right now: 6 leads in active sequence, 2 awaiting reply
↳ hands off engagement status to Conversion & CRM Agent
✅
Conversion & CRM Agent
Standing by
Sends the retainer, books the consult, and syncs every detail to your CRM and calendar the moment a lead is ready to sign.
Right now: Last handoff 12 min ago — Trevor N., signed
↳ hands off the signed case record to Client Success Agent
⭐
Client Success Agent
Active
After signing, sends a thank-you, requests a review, and prompts referrals — optional, fully on-brand, and easy to turn off per case type.
Right now: Review request sent — Carlos D.
⚠️ Agent activity shown here is simulated for this walkthrough — on your real intake, this column reflects what's actually happening, live.
What happens behind the scenes
Four real moments from the sequence above — the outbound text to the lead, the internal alert to your team, the follow-up sequence, and automated consult scheduling.
SMS to the lead
Sent 58 seconds after form submission
Hi Maria, this is Alex with [Firm Name]. I saw you just reached out about a DUI — sorry that's happening. Are you looking to speak with an attorney today?
Yes, I was arrested last night. Court date is in 3 weeks.
Understood — I'm connecting you with our on-call DUI attorney right now. Expect a call from us within the next few minutes at this number.
Internal alert to your team
SMS + phone call to on-call attorney
🚨 Urgent case — respond now
- Lead
- Maria S.
- Case type
- DUI
- County
- Harris County, TX
- Status
- Arrested last night, court date set
- Urgency
- High — wants representation now
- Callback
- +1 (713) 555-0148
Automated follow-up, until signed or lost
Example sequence — Priya M., Assault charge
Day 0 · 8:47 AM
Web form received → SMS sent within 60 sec, qualification captured.
Day 0 · 1:10 PM
Follow-up #1 — check-in text + link to schedule a free consult.
Day 1
Follow-up #2 — "Still here when you're ready" text + short email with attorney bio.
Day 3
Follow-up #3 — call attempt from intake coordinator.
Day 5–7
Follow-ups #4–6 — alternating SMS & email, tapering cadence.
Day 10
Final touch → case signs or is marked lost with reason logged.
✓ Outcome: consult booked, retainer sent
Automated consult scheduling
Booked directly in the SMS/chat thread — no back-and-forth
Aisha K. — Immigration, family visa consult
Open slots offered
✓ Consult booked — Today, 6:00 PM with Attorney Dana Osei.Calendar invite, SMS reminder (2 hrs before), and email confirmation sent automatically.
Post-case feedback & referrals
The moment a case closes, a review request goes out automatically — and low scores get routed privately instead of turning into a public complaint.
Post-case feedback & review request
Sent automatically once a case closes
Hi Trevor, congrats again on getting this resolved! On a scale of 1–5, how was your experience working with [Firm Name]?
5! Alex was great, very responsive the whole time.
So glad to hear it 🙏 Would you mind leaving a quick Google review? Here's the link: [review link] — it really helps others find us.
Automated routing logic
4–5 ★ Public review request sent automatically
1–3 ★ Routed privately to managing partner — no public ask
What slow intake is costing you
Plug in your own numbers — everything below recalculates instantly. Figures shown are illustrative starting points, not a guarantee.
leads / mo
%
$
Currently-lost cases / month —
Additional cases signed / month —
Potential recovered revenue
$0 / month
$0 per year, at the rates above
Example calculation for illustration only. Actual results depend on your firm's practice mix, close rates, and case values.
Ready when you are
See this running on your own firm's leads.
Book a 15-minute call and we'll show you a version of this console configured for your practice areas, intake numbers, and after-hours workflow — no commitment required.
Typical setup time: under 5 business days · Your leads' data is never shared or sold · Cancel anytime
Deadline & SOL Tracking
The moment a case is qualified, we calculate and lock in its key filing deadline — and keep tracking it whether or not the case ever signs. (Example / demo data — not legal advice.)
| Matter | Practice area / jurisdiction | Deadline type | Est. deadline | Days left | Risk | Status |
|---|---|---|---|---|---|---|
| Trevor N. | Drug charge, Clark County, NV | Arraignment / plea date | Oct 15 | 12 | Low | On track — case signed |
| Devon R. | PI – car accident, Maricopa County, AZ | 2-yr civil SOL | ~Aug 2028 | ~720 | Low | Locked to file, monitored |
| Grace L. | PI – slip and fall, King County, WA | 3-yr civil SOL | ~Jun 2027 | ~260 | Medium | Case marked Lost — deadline still tracked |
| Omar F. | Criminal defense, Wayne County, MI | Confirmed court date | Next month | — | Low | Confirmed by lead via text |
| Jordan P. (unassigned inquiry) | PI – dog bite, Cook County, IL | 2-yr civil SOL | Aug 2 (est.) | 6 | High | Escalated — no attorney assigned yet |
⚠️ Deadline dates and jurisdiction rules shown are illustrative example data — always confirmed against your firm's own jurisdiction-specific tables and reviewed by a licensed attorney before being relied on.
Escalation — deadline at risk
Fires regardless of lead status or follow-up sequence
🚨 SOL risk — attorney review needed
- Matter
- Jordan P. — PI, dog bite
- County
- Cook County, IL
- Est. deadline
- Aug 2 (6 days)
- Assigned attorney
- None — unassigned inquiry
How it works
Runs independently of the sales pipeline
Step 1
Case type, jurisdiction, and incident/arrest date captured at qualification.
Step 2
Key deadline estimated against a jurisdiction & practice-area rules table, and attached to the case file.
Step 3
Tracked for the life of the matter — even if the lead goes quiet, is marked Lost, or is never assigned an attorney. Approaching deadlines escalate on their own.
✓ Nothing waits on a lead replying to a text
This isn't a sales feature — it's a malpractice-risk safeguard. A missed filing deadline can become a bar complaint whether or not the case ever converted to a paying client; this agent's job is to make sure a deadline is never tied to whether someone answered a follow-up text.
Compliance & Conflict Check
Every new contact runs through two checks before outreach goes out: a conflict-of-interest screen against your existing client list, and a check on solicitation-timing rules. (Example / demo data — not legal advice.)
| Contact | Practice area / state | Conflict check | Solicitation check | Status |
|---|---|---|---|---|
| Maria S. | DUI, Texas | Clear | Inbound call — no restriction applies | Cleared — outreach sent |
| Devon R. | PI, Arizona | Clear | Inbound web form — no restriction applies | Cleared — outreach sent |
| James T. (chiropractor referral) | PI, Bexar County, TX | Clear | TX 30-day rule — referral exception documented | Cleared — outreach sent |
| Kevin O. | Criminal defense, Travis County | Possible match — opposing party on file (Case #4471) | Not yet checked | Held for attorney review |
⚠️ State rules and matches shown are illustrative example data. The agent screens and holds — a licensed attorney at your firm makes the final call on any flagged contact.
Held for review — possible conflict
No outreach sent until a human clears it
🚨 Possible conflict — do not contact yet
- New contact
- Kevin O.
- Case type
- Criminal defense inquiry
- Match found
- Opposing party — Case #4471 (State v. Doe)
- Action taken
- Held — no SMS/call sent
How it works
A screen, not a final decision
Step 1
New contact's name and any named opposing party checked against your existing client & matter list.
Step 2
Solicitation-timing rules checked by state, practice area, and how the contact reached you — inbound call/form/chat, referral, or otherwise.
Step 3
Cleared contacts move into the normal follow-up sequence. Anything flagged is held, logged with a reason, and routed to a human — the agent never overrides a hold on its own.
✓ Every outbound message logged for audit
This automates the first-pass screen, not the final call. Conflict clearance and solicitation-rule interpretation always route to a licensed attorney at your firm before being relied on — the agent's job is making sure nothing goes out unreviewed, not replacing your ethics judgment.