Automation Add-On

24/7 Intake and Call Management for Busy Law Firms

Your firm doesn’t stop when the office closes—and neither should your client communication.
The Automation Add-On equips your practice with always-on intake and follow-up tools that capture leads, book consultations, and keep your calendar full while you focus on legal work.

Included with Discovery Plus, or available as an add-on to any discovery package for just $99 per month (normally $199/mo).

This will be an active subscription separate from eDiscovery services. It can be cancelled at any time.

What’s Included

AI Voice Receptionist – Answers missed calls, records details, and routes inquiries automatically

Smart Intake Assistant – Captures web or form submissions, books consults, and syncs to your calendar

Automated Follow-Ups – Sends reminders and confirmation messages via SMS and email

Integration Support – Compatible with your existing CRM, scheduling tools, or case-management software

Secure Client Data Handling – Encrypted communication and compliant data storage

Why Firms Choose the Automation Add-On

📞 Never miss a client call or inquiry again—your receptionist works 24/7

📅 Save administrative hours every week through automated scheduling

💼 Improve responsiveness and client satisfaction without additional staff

💰 Increase conversion rates by engaging new leads instantly

⚖️ Designed for small law offices that need efficiency, not complexity

Ideal for: Firms wanting to streamline intake, improve client responsiveness, and eliminate manual scheduling—especially those pairing automation with ongoing discovery services.