Clio Grow alternatives

Why do firms look for an alternative, and when should they stay?

Firms look when new leads still wait for a person. Grow AI answers calls only where you set it up, and your team still decides on every case. Beyond the Local Services Ads you run yourself, Clio doesn’t run your ads or SEO, so you hire a marketing company separately.[1][2][3][4]clio.com/grow · Nov 7, 2026help.clio.com/hc/en-us/articles/17588487065627 · Nov 8, 2026

Stay if your matters live in Clio Manage. When a lead signs, everything they shared carries into the rest of Clio, and fee agreements are e-signed and paid from intake. Grow AI answers after hours, screens for fit and conflicts and books qualified prospects. You pay $25 only when a matter is hired, with a monthly cap you set. Your content stays yours.[5][6][7][8][9]clio.com/growclio.com/customers-grow-aiclio.com/tosNov 7, 2026

What a replacement needs to do

• Answering every new lead and following up until it books or says no
• A CRM your intake team works in, with contacts, lead sources and pipeline stages
• Screening for fit and conflicts before the meeting
• Booking meetings on your calendar
• Fee agreements signed and paid
• Knowing which marketing source produced each client
• AI agents working leads alongside your team, within rules you set

Superpractice is not the right alternative when

• Your matters live in Clio Manage and you want intake to stay inside Clio.
• You want to pay for intake AI only when a matter is hired, not through a monthly plan.
• You want a real person answering the phone, not an AI voice.
• You are a plaintiff firm moving to Filevine and want signed cases to become projects natively.

What does leaving Clio Grow involve, and what leaves with you?

Start with your renewal date. Clio renews your term automatically, and cancelling early makes the rest of it due. You have 90 days after cancelling to export your content. Get every alternative’s term and export rules in writing before you sign.

• Your term renews automatically for the same length, and cancelling takes effect at the end of the term.[118][119]clio.com/tosNov 7, 2026
• Cancel inside a term and the rest of it is due at once, so plan the move around your renewal date. Your order sets the term length.[120][121]clio.com/tosNov 7, 2026
• Your content stays yours. You have 90 days after cancelling to retrieve it before it is deleted, so export inside that window.[9][122]clio.com/tosNov 7, 2026
• Superpractice moves your active campaigns and sets up attribution and intake routing. It says most firms are live within 5 business days, and it imports your existing leads and contacts at no extra cost.[123][124][125]superpractice.com/pricing · Nov 7, 2026
• You can keep Clio Manage for matters. Superpractice’s webhooks can send it new leads and matters through Zapier or Make.[52][53]docs.superpractice.com/outbound-webhookssuperpractice.com/pricingNov 8, 2026

What should you ask any provider?

How we made this page

• Built only from each company’s public pages as of November 7, 2026. We didn’t test any of the software, and Superpractice has no customer, partner or affiliate tie to any company here.
• Superpractice publishes this page and appears on it. The ranking is our judgment for a firm whose leads wait, and we compete with Clio Grow on intake, CRM and AI agents.
• Lawmatics’ pages differ on which Merlin Engage agents are live. We record both rather than choosing one.
• The subscription agreement posted on leaddocket.com is Filevine’s. Whether it governs your Lead Docket order is for that order to confirm.
• Smith.ai’s pages disagree on AI Receptionist pricing, and Intaker’s pages disagree on how many apps its Zapier app reaches. We record both figures.
• Results companies report about themselves, testimonials and third-party reviews are not shown. Prices and terms change, so confirm the details with each company.
• We work to keep this information accurate and current, but we can’t guarantee it. Companies change their services, prices and terms, so confirm the details with each company before you decide.
• Company names and trademarks belong to their owners. Naming a company here doesn’t mean it endorses Superpractice or is affiliated with it.

• November 7, 2026 First draft for review.
• November 8, 2026 Credited Superpractice skills, access from other AI tools over MCP, and webhooks that send leads and matters to Clio. Added Superpractice’s one-system design.
• November 9, 2026 Reordered the list by how fully each option covers Clio Grow’s job. Lead Docket, a like-for-like swap, now ranks above Superpractice.

Spot an error? Request a correction with the page, the sentence and a source, or email our corrections inbox. Named companies are welcome to use the same route. Each correction is logged on the page.

Sources

1. [1]

   Where configured, Clio's legal AI can answer a prospective-client call, collect information, explain the next step and schedule a meeting.

   “can answer a prospective-client call, collect initial information, explain the next step, and schedule a consultation”

   clio.com/grow · checked November 7, 2026

2. [2]

   Clio Grow is software the firm's team works in. Clio states the team reviews consequential work and decides whether to consult, decline, refer or represent.

   “Your team reviews consequential work and decides whether the firm will consult, decline, refer, or represent a prospective client.”

   clio.com/grow · checked November 7, 2026

3. [3]

   Clio’s pages describe Google Local Services Ads that the firm sets up and runs itself inside Clio Grow (cg-rc-009). They don’t describe Clio managing Google Ads, Local Services Ads or Meta campaigns, pay-per-click management or SEO services.

   Not publicly disclosed on the pages checked.

   clio.com/grow · checked November 7, 2026

4. [4]

   Inside Clio Grow, the firm signs up for Google Local Services Ads and sets up, runs and measures its own campaigns. Google bills the firm directly.

   “set up and run ad campaigns, capture new leads, and measure campaign performance, all within Clio Grow”

   help.clio.com/hc/en-us/articles/17588487065627 · checked November 8, 2026

5. [5]

   When a lead becomes a client, everything they shared carries into the rest of Clio.

   “When a lead becomes a client, everything they've shared carries into the rest of Clio.”

   clio.com/grow · checked November 7, 2026

6. [6]

   Fee agreements can be sent for e-signature and payment collected online from Clio Grow.

   “Send fee agreements for e-signature and collect payment online.”

   clio.com/grow · checked November 7, 2026

7. [7]

   Grow AI responds after hours, screens leads for fit and conflicts, books qualified prospects into an appointment and nurtures past clients.

   “AI client acquisition responds after hours, screens leads for fit and conflicts, books qualified prospects into an appointment, and nurtures them long after the case is closed.”

   clio.com/grow · checked November 7, 2026

8. [8]

   Grow AI is priced per hired matter, $25, with a monthly cap the firm can set.

   “Cost-per-hired-matter pricing means you only pay when you close business ($25 per hired matter). You can also set a monthly cap to stay on budget”

   clio.com/customers-grow-ai · checked November 7, 2026

9. [9]

   Clio's terms state that content remains the property of the subscriber.

   “As between Themis and the Subscriber, any Content remains the property of the Subscriber.”

   clio.com/tos · checked November 7, 2026

10. [10]

    Lawmatics states it is built specifically for law firms.

    “Lawmatics stands out because it’s built specifically for law firms, with features tailored to your needs.”

    lawmatics.com/legal-crm · checked November 7, 2026

11. [11]

    Leads and clients book meetings on the firm’s synced Outlook or Google calendar, with automated email and text reminders.

    “sync your Outlook or Google calendar and allow clients to choose a meeting time that works around your existing schedule.”

    lawmatics.com/client-intake/legal-calendaring-software · checked November 7, 2026

12. [12]

    Document automation, file request templates and e-signature for fee and retainer agreements are built into the intake product.

    “File request templates make it easy to ask for and receive the documents you need electronically”

    lawmatics.com/client-intake · checked November 7, 2026

13. [13]

    LMPay collects payment when a new client books a meeting, and a Time & Billing add-on covers time tracking, invoicing and payment processing on any plan.

    “Collect payment whenever a new client schedules a consultation.”

    lawmatics.com/time-and-billing/lmpay · checked November 7, 2026

14. [14]

    Merlin Engage operates across SMS, email, voice and web chat and escalates to a firm member when a situation calls for human judgment.

    “It operates across SMS, email, voice, and web chat, and escalates to a firm member whenever a situation calls for human judgment.”

    lawmatics.com/ai/merlin-engage · checked November 7, 2026

15. [15]

    Lawmatics’ July 2026 announcement described Merlin Engage as currently in beta, with Merlin Qualify released earlier in the year.

    “Merlin Engage, the agentic AI for dynamically engaging with prospects through SMS, email, website chat, and phone calls. Currently in beta.”

    lawmatics.com/blog/lawmatics-unveils-merlin · checked November 9, 2026

16. [16]

    Lawmatics’ AI overview page labels Phone Agents, Email Agents and Website Chat Agents as coming soon, with Text Agents unlabeled.

    “Coming soon Phone Agents”

    lawmatics.com/ai · checked November 9, 2026

17. [17]

    The CallRail integration logs incoming calls and records which marketing source each call is attributed to.

    “Log incoming calls and automatically record which of your marketing sources the call is attributed to.”

    lawmatics.com/integrations/callrail · checked November 7, 2026

18. [18]

    The Google Ads integration logs ad spend to marketing sources and campaigns in Lawmatics and calculates ROI against the value of converted matters.

    “Google Ads spend automatically logged on marketing sources & campaigns in Lawmatics”

    lawmatics.com/integrations/google-ads · checked November 7, 2026

19. [19]

    The integrations marketplace is organized into case management, calendaring and scheduling, lead gen and marketing, reception and intake, file sync, billing, communication, connectors and drafting.

    “Case management Calendaring & scheduling Lead gen & marketing Reception, chatbots, & intake File sync Billing Communication Connectors Drafting”

    lawmatics.com/integrations · checked November 7, 2026

20. [20]

    Fees for the full Initial Service Term and each Renewal Term are committed when the Order Form is signed and are non-cancellable and non-refundable.

    “Fees for the full Initial Service Term and each Renewal Term are committed when you sign your Order Form. They are non-cancellable and non-refundable”

    lawmatics.com/terms-of-use · checked November 7, 2026

21. [21]

    Monthly billing is a payment schedule only and does not create a month-to-month subscription or a right to cancel month to month.

    “monthly billing is a payment schedule only. It does not create a month-to-month subscription or a right to cancel month to month.”

    lawmatics.com/terms-of-use · checked November 7, 2026

22. [22]

    A subscription cannot be cancelled for convenience before the end of the term. An early release, at Lawmatics’ discretion, carries a fee of 50% of the remaining fees.

    “You may not cancel or terminate a subscription for convenience before the end of the then-current Term.”

    lawmatics.com/terms-of-use · checked November 7, 2026

23. [23]

    Merlin Engage is a separate add-on, not included in a standard Lawmatics subscription, and requires Merlin Qualify.

    “Merlin Engage is not included with a standard Lawmatics subscription. It is a separate add-on that customers can purchase based on their needs”

    lawmatics.com/ai/merlin-engage · checked November 7, 2026

24. [24]

    Lawmatics’ pages do not state how long onboarding takes or when a firm is live.

    Not publicly disclosed on the pages checked.

    lawmatics.com/onboarding · checked November 7, 2026

25. [25]

    Lawmatics offers tailor-made pricing plans and a custom quote rather than published plan prices.

    “We offer tailor-made pricing plans for law firms of all sizes — so you pay only for what you need. Help us get to know you better for a custom quote.”

    lawmatics.com/pricing · checked November 7, 2026

26. [26]

    No dollar price for the Essential, Premium or Enterprise plans appears on lawmatics.com.

    Not publicly disclosed on the pages checked.

    lawmatics.com/pricing · checked November 7, 2026

27. [27]

    Merlin Qualify and Merlin Engage carry outcome-based pricing and Merlin Copilot user-based pricing, with no amounts published. The AI features are add-ons for an additional fee.

    “Outcome-based pricing”

    lawmatics.com/pricing · checked November 7, 2026

28. [28]

    The length of the Initial Service Term is not stated on lawmatics.com.

    Not publicly disclosed on the pages checked.

    lawmatics.com/terms-of-use · checked November 7, 2026

29. [29]

    Subscriptions renew automatically for a term equal to the initial term unless written non-renewal notice is received at least 30 days before the term ends.

    “Subscriptions automatically renew at the end of each Term for a Renewal Term equal in length to the Initial Service Term”

    lawmatics.com/terms-of-use · checked November 7, 2026

30. [30]

    Lead Docket describes itself as AI legal intake software.

    “Lead Docket: AI Legal Intake Software | Prioritize Leads”

    leaddocket.com · checked November 7, 2026

31. [31]

    Automated messaging sends the firm’s messages to leads on a schedule.

    “Lead Docket's automated messaging ensures your client gets the right message at the right time.”

    leaddocket.com/features · checked November 7, 2026

32. [32]

    Personalized emails and tasks are triggered automatically for follow-up.

    “Personalized emails and tasks are automatically triggered, ensuring consistent follow-up.”

    leaddocket.com · checked November 7, 2026

33. [33]

    Lead Docket’s pages don’t describe AI agents that call leads or book meetings, or a booking page of its own. Users schedule meetings through a Calendly integration (ld-rc-004).

    Not publicly disclosed on the pages checked.

    leaddocket.com leaddocket.com/features leaddocket.com/pricing leaddocket.com/integrations leaddocket.com/about leaddocket.com/contact-us leaddocket.com/reviews leaddocket.com/subscription-agreement · checked November 7, 2026

34. [34]

    Lead Docket files its customer stories under personal injury and family law; all four case studies listed are personal injury.

    “Personal Injury Family Law All Reviews Case Studies”

    leaddocket.com/reviews · checked November 7, 2026

35. [35]

    When a case is signed, its files and information are pulled into Filevine as a new project, and custom fields map to Filevine.

    “As soon as a new case is signed, case files and other information are automatically pulled into Filevine as a new project.”

    leaddocket.com/integrations · checked November 7, 2026

36. [36]

    With Filevine, Lead Docket tracks project phases and uses settlement amounts and legal fees to calculate ROI.

    “Lead Docket automatically tracks project phases in Filevine, and uses settlement amounts and legal fees to calculate ROI.”

    leaddocket.com/integrations · checked November 7, 2026

37. [37]

    Custom intake scripts gather contact information and qualifying case fields.

    “Custom intake scripts give you the power to efficiently gather lead contact information and qualifying case fields for smooth intake conversion.”

    leaddocket.com/features · checked November 7, 2026

38. [38]

    LeadsAI summarizes the key facts of a case.

    “Evaluate cases faster with concise AI summarization of the key facts.”

    leaddocket.com/features · checked November 7, 2026

39. [39]

    LeadsAI includes tools that predict the likelihood of case success.

    “take the guesswork out of case qualification with revolutionary tools predicting the likelihood of case success”

    leaddocket.com/features · checked November 7, 2026

40. [40]

    Lead Docket collects retainers and other fees through a payment request link, by card or ACH.

    “Accept payments up front for retainers, consultation fees, and referral fees through an easy payment request link.”

    leaddocket.com/features · checked November 7, 2026

41. [41]

    Lead Docket’s pages do not describe answering inbound calls, an AI receptionist or AI voice agents as a Lead Docket feature.

    Not publicly disclosed on the pages checked.

    leaddocket.com leaddocket.com/features leaddocket.com/pricing leaddocket.com/integrations leaddocket.com/about leaddocket.com/contact-us leaddocket.com/reviews leaddocket.com/subscription-agreement · checked November 7, 2026

42. [42]

    The firm enters its marketing spend in Lead Docket to track campaign outcomes.

    “Enter your marketing spend in Lead Docket to track the outcome of your campaigns.”

    leaddocket.com/features · checked November 7, 2026

43. [43]

    Lead Docket’s pages do not describe pulling ad spend automatically from Google Ads, Meta or other ad platforms.

    Not publicly disclosed on the pages checked.

    leaddocket.com leaddocket.com/features leaddocket.com/pricing leaddocket.com/integrations leaddocket.com/about leaddocket.com/contact-us leaddocket.com/reviews leaddocket.com/subscription-agreement · checked November 7, 2026

44. [44]

    LeadsAI is a paid feature, and its price isn’t published.

    “Lead Docket’s LeadsAI is a paid feature that includes Summarization and Predictive Analysis.”

    support.leaddocket.com/hc/en-us/articles/20050814497691 · checked November 8, 2026

45. [45]

    The subscription term is whatever the firm’s Sales Order states.

    “means the applicable subscription term set forth in Subscriber's Sales Order”

    leaddocket.com/subscription-agreement · checked November 9, 2026

46. [46]

    Lead Docket does not publish prices; its pricing page offers a custom quote.

    “Get a Custom Quote Your firm is unique and so are your needs. That's why we'll help you identify a solution and price that is tailored”

    leaddocket.com/pricing · checked November 7, 2026

47. [47]

    If the Sales Order is silent, subscriptions renew for one-year periods unless either party gives 30 days’ written notice.

    “all subscriptions shall automatically renew for additional one (1) year renewal periods, unless either party provides thirty (30) days' prior written notice”

    leaddocket.com/subscription-agreement · checked November 9, 2026

48. [48]

    Early termination does not cancel the fees for the rest of the term, and fees paid are non-refundable.

    “any early termination of this Agreement does not cancel, suspend or terminate the obligation to pay fees for the remainder of the Term”

    leaddocket.com/subscription-agreement · checked November 9, 2026

49. [49]

    Managed Ads is done-for-you marketing with advertising, landing pages and attribution from ad click to signed client.

    “Done-for-you marketing with AI-assisted advertising, landing pages, intake, and full attribution from ad click to signed client.”

    superpractice.com/pricing · checked November 7, 2026

50. [50]

    The Platform on its own is for firms that bring their own marketing, with the CRM included.

    “The CRM is included. For firms that bring their own marketing.”

    superpractice.com/pricing · checked November 7, 2026

51. [51]

    AI agents work alongside the firm’s team to answer every lead within a minute and follow up by text and email until the lead books or says no.

    “AI agents work alongside your team to answer every lead within a minute and follow up by text and email until they book or say no”

    superpractice.com/pricing · checked November 7, 2026

52. [52]

    Superpractice’s outbound webhooks send new contacts and matter events to URLs the firm sets, to forward leads to Zapier or Make or mirror contacts into another CRM.

    “Use them to forward leads to Zapier or Make, mirror contacts into another CRM, trigger internal alerting, or feed any downstream automation.”

    docs.superpractice.com/outbound-webhooks · checked November 8, 2026

53. [53]

    Every Managed Ads plan includes outbound webhooks.

    “| Outbound webhooks | Yes | Yes | Yes |”

    superpractice.com/pricing · checked November 8, 2026

54. [54]

    Superpractice describes itself as one client acquisition operating system, run by AI and experts.

    “One client acquisition operating system, run by AI and experts.”

    superpractice.com · checked November 8, 2026

55. [55]

    Every Managed Ads plan includes Superpractice’s CRM and client acquisition platform.

    “Superpractice AI-native CRM + client-acquisition platform”

    superpractice.com/pricing · checked November 7, 2026

56. [56]

    Superpractice’s AI agents work alongside the firm’s team, calling, texting and emailing toward the goals the firm sets.

    “They call, text, email, and follow up toward your goals”

    superpractice.com/features/procedures · checked November 7, 2026

57. [57]

    The firm chooses each goal, from a booked meeting to a signed engagement.

    “Choose what you want to happen, from a booked meeting to a signed engagement.”

    superpractice.com/features/procedures · checked November 7, 2026

58. [58]

    When someone asks for the team or needs legal judgment, agents hand the conversation to the firm’s team with context.

    “When someone asks for your team or needs legal judgment, hand off the conversation with context.”

    superpractice.com/features/procedures · checked November 7, 2026

59. [59]

    Every signed client is traced back to the original source.

    “Every signed client, traced back to the original source”

    superpractice.com/features/attribution · checked November 7, 2026

60. [60]

    A Superpractice skill is a written procedure in the firm’s own words that its AI assistants follow.

    “A skill is a written procedure your firm's assistants follow: when to use it, the steps in order, and what never to do, in your firm's own words.”

    docs.superpractice.com/skills · checked November 8, 2026

61. [61]

    A skill can be used by the assistant, the executive assistant, voice agents, procedures and connected AI tools, as the firm chooses.

    “Once a skill is published, it is used wherever you choose”

    docs.superpractice.com/skills · checked November 8, 2026

62. [62]

    A firm’s published skills can be listed and read by the AI tools it connects to Superpractice, where they appear as ready-made prompts.

    “can be listed and read, and show up as ready-made prompts”

    docs.superpractice.com/skills · checked November 8, 2026

63. [63]

    Superpractice’s MCP server connects Claude, ChatGPT, Claude Code, Codex, Cursor and other MCP clients to the firm’s data, scoped to the firm.

    “CLI tools (Claude Code, Codex) authenticate with an API key instead.”

    docs.superpractice.com/mcp · checked November 8, 2026

64. [64]

    Superpractice makes commercials and video ads for the firm starring the attorney’s AI avatar, with no shoot.

    “Commercials and video ads for your firm, starring your AI avatar that looks like you and speaks like you. No shoot.”

    superpractice.com · checked November 7, 2026

65. [65]

    AI Voice Agents are sold separately from the Managed Ads plan fee.

    “AI Voice Agents are sold separately.”

    superpractice.com/pricing · checked November 7, 2026

66. [66]

    Managed Ads plans are $997, $2,500 and $4,000 a month; Scale adds 10% of ad spend over $10,000; ad spend is paid to the platforms separately.

    “Scale is $4,000/month plus 10% of ad spend over $10k.”

    superpractice.com/pricing · checked November 7, 2026

67. [67]

    Superpractice plans are month-to-month, with no annual contract, exit fee or minimum term.

    “There is no annual contract, exit fee, or minimum term.”

    superpractice.com/pricing · checked November 7, 2026

68. [68]

    Ad spend is separate and paid directly to the ad platforms.

    “Ad spend is separate and paid directly to the ad platforms”

    superpractice.com/pricing · checked November 7, 2026

69. [69]

    The Platform on its own has no platform fee or monthly minimum; the firm pays for the work the AI does.

    “There is no platform fee or monthly minimum; you pay for the work the AI does, nothing else.”

    superpractice.com/pricing · checked November 7, 2026

70. [70]

    The Starter AI Voice Agents plan is $250 a month with 100 minutes included, and extra minutes cost $2.00 each.

    “| Starter | $250/mo | 100 minutes | $2.00/min |”

    superpractice.com/pricing · checked November 9, 2026

71. [71]

    The Pro voice plan is $500 a month for 350 minutes ($1.50 a minute overage) and Scale is $1,000 a month for 750 minutes ($1.25 a minute).

    “| Pro | $500/mo | 350 minutes | $1.50/min | ... | Scale | $1000/mo | 750 minutes | $1.25/min |”

    superpractice.com/pricing · checked November 7, 2026

72. [72]

    Live Call Connect rings the firm’s intake team when a lead qualifies and texts back missed calls.

    “Live Call Connect rings your intake team the second an injured caller qualifies—and auto-texts every missed accident call back.”

    intaker.com/home/personal-injury.html · checked November 7, 2026

73. [73]

    When a high-intent lead qualifies, Intaker drafts, routes and delivers the firm’s retainer for e-signature.

    “Intaker drafts, routes, and delivers your retainer for e-sign in seconds.”

    intaker.com/home/personal-injury.html · checked November 7, 2026

74. [74]

    Intaker’s partner page lists Clio, MyCase, Filevine, Lead Docket, Litify, Salesforce and Zapier among its featured partners.

    “Featured partners Clio MyCase Filevine Lead Docket Litify Salesforce Zapier”

    intaker.com/home/partnerships.html · checked November 7, 2026

75. [75]

    Intaker’s Ivy, Faye and Wes agents qualify leads from Instagram, Facebook and WhatsApp within seconds, day or night.

    “Faye on Facebook, Wes on WhatsApp qualify injury claims in under 10 seconds, day or night.”

    intaker.com/home/personal-injury.html · checked November 7, 2026

76. [76]

    Intaker names three AI agents on its homepage. Arthur for LSA messages, Owen for follow-up calls and Jane for SMS lead capture.

    “Arthur Respond fast on LSA Owen Drive more calls Jane Capture more leads”

    intaker.com/home · checked November 7, 2026

77. [77]

    Intaker’s website chat schedules meetings, connects calls and signs clients inside the chat.

    “Intaker drives real action: schedule meetings, connect calls, and sign clients in chat.”

    intaker.com/home · checked November 7, 2026

78. [78]

    Intaker’s Communications Hub unifies chat, text, email, calls and tasks in one inbox.

    “Unify team communication across chat, text, email, calls, and tasks”

    intaker.com/home/products/communications-hub.html · checked November 7, 2026

79. [79]

    Intaker’s pages do not describe an AI voice agent or AI receptionist that answers inbound phone calls and asks intake questions by voice.

    Not publicly disclosed on the pages checked.

    intaker.com/home · checked November 7, 2026

80. [80]

    Intaker’s pages do not describe a lead score or grade applied to every contact.

    Not publicly disclosed on the pages checked.

    intaker.com/home · checked November 7, 2026

81. [81]

    Intaker’s pages do not describe cost per signed client, ad spend reconciliation or attribution from a specific ad to a signed client as a product report.

    Not publicly disclosed on the pages checked.

    intaker.com/home · checked November 7, 2026

82. [82]

    Intaker plans carry a unique visitor limit; when it is exceeded, new leads are locked until the plan is upgraded.

    “your leads will be locked in Intaker once the limit is exceeded (visible but not accessible in detail)”

    help.intaker.com/article/understanding-usage-and-visitor-limits · checked November 7, 2026

83. [83]

    Intaker does not publish a pricing page or current plan prices on its product pages.

    Not publicly disclosed on the pages checked.

    intaker.com/home · checked November 7, 2026

84. [84]

    Intaker’s terms state it charges attorneys a monthly subscription fee for its software.

    “Intaker charges an attorney a monthly subscription fee in exchange for use of its software.”

    intaker.com/home/terms.html · checked November 7, 2026

85. [85]

    A January 2023 Intaker blog post states an $80 starter plan for small and solo firms.

    “Intaker offers an $80 starter plan for small and solo firms”

    blog.intaker.com/blog/live-chat-for-law-firms-free-vs-paid · checked November 7, 2026

86. [86]

    Intaker’s terms state no refunds for unused services or early termination of a subscription period.

    “No refunds will be given for any unused Services or any early termination of the Subscription Period.”

    intaker.com/home/terms.html · checked November 7, 2026

87. [87]

    Intaker’s pages do not state a minimum contract term, an annual commitment or a cancellation notice period.

    Not publicly disclosed on the pages checked.

    intaker.com/home/terms.html · checked November 7, 2026

88. [88]

    Calls on Virtual Receptionist plans are answered by a real person 24/7, guided in real time by Smith.ai’s AI.

    “All calls on our Virtual Receptionist plans are answered by a real person, 24/7, guided in real time by proprietary AI”

    smith.ai/receptionists · checked November 7, 2026

89. [89]

    Smith.ai’s AI Receptionist answers 24/7 and is described as answering, qualifying, booking and converting callers.

    “Your 24/7 AI Receptionist for the whole intake journey. Answer, qualify, book, and convert.”

    smith.ai/ai-receptionist · checked November 7, 2026

90. [90]

    Smith.ai adds new leads and post-call summary notes to the firm’s Clio Grow inbox after every call.

    “Smith.ai Virtual Receptionists and AI Receptionist can add new leads and post-call summary notes to your Clio Grow Inbox instantly after every phone call.”

    smith.ai/integrates-with/clio-grow · checked November 7, 2026

91. [91]

    Smith.ai’s pages describe pushing call data into the CRM the firm already uses and a Smith.ai call dashboard; they do not describe a CRM of Smith.ai’s own in which the firm works its leads.

    Not publicly disclosed on the pages checked.

    smith.ai · checked November 7, 2026

92. [92]

    Text and email follow-up is a $0.50 per-call add-on that sends one follow-up message after the call, based on the firm’s criteria.

    “Text & email follow-up $0.50 Based on your criteria, we’ll send a follow-up message after the call.”

    smith.ai/pricing/receptionists · checked November 7, 2026

93. [93]

    Smith.ai’s Hybrid option has AI handle some call types and live agents the rest, with the firm choosing the mix.

    “AI handles certain call types, and Smith.ai Live Agents handle the rest. You pick the mix.”

    smith.ai/hybrid-ai-human-receptionists · checked November 7, 2026

94. [94]

    The AI Receptionist has a free tier of 25 live calls a month, every month.

    “25 live calls / month, free every month”

    smith.ai/ai-receptionist · checked November 7, 2026

95. [95]

    Smith.ai states the AI Receptionist can be launched in about 15 minutes through Quality Studio.

    “With Quality Studio, launch your AI Receptionist in ~15 minutes.”

    smith.ai/ai-receptionist · checked November 7, 2026

96. [96]

    Conflict checks are a $0.50 per-call add-on in which receptionists check new leads for conflicts of interest.

    “Conflict checks $0.50 Our receptionists can check new leads for conflicts of interest.”

    smith.ai/pricing/receptionists · checked November 7, 2026

97. [97]

    Booking appointments on the firm’s calendar is a $1.50 per-call add-on on Virtual Receptionist plans.

    “Book appointments $1.50 We’ll schedule meetings directly on your calendar.”

    smith.ai/pricing/receptionists · checked November 7, 2026

98. [98]

    A firm can keep its phone number by porting it to Smith.ai or forwarding calls.

    “Yes. Keep your current number — port it over or forward your calls to us, and we’ll take it from there.”

    smith.ai/receptionists · checked November 7, 2026

99. [99]

    Smith.ai’s pages do not describe attribution that traces a signed client or case back to the ad or marketing source that produced the call.

    Not publicly disclosed on the pages checked.

    smith.ai · checked November 7, 2026

100. [100]

     Smith.ai’s terms state subscriber information is jointly owned by Smith.ai and the firm, so Smith.ai can store it on its servers to provide the service.

     “All Subscriber Information is jointly owned by Smith and you. Smith retains this joint ownership solely so that it has the right to store the information”

     smith.ai/receptionists/terms · checked November 7, 2026

101. [101]

     The AI Receptionist pricing page lists Free at $0 for 25 calls a month ($3.00 a call after), Pro at $150 a month ($2.00 a call) and Enterprise at $500 a month ($1.67 a call).

     “$0 mo 25 calls/mo ($3.00/call after that) ... $150 /mo $2.00/call (~2–3 calls/day) ... $500 /mo $1.67/call (~10 calls/day)”

     smith.ai/pricing/ai-receptionist · checked November 9, 2026

102. [102]

     Several Smith.ai blog posts state AI Receptionist plans start at $500 a month billed annually.

     “Smith.ai's virtual receptionist plans start around $300/month, with AI receptionist plans starting at $500/month billed annually.”

     smith.ai/blog/5-reasons-to-invest-in-an-answering-service-for-your-law-firm · checked November 9, 2026

103. [103]

     Virtual Receptionist plans are $300 a month for 30 calls, $810 for 90 calls and $2,100 for 300 calls, with per-call overage.

     “30 calls $300 / month ... 90 calls $810 / month ... 300 calls $2,100 / month”

     smith.ai/pricing/receptionists · checked November 7, 2026

104. [104]

     Scorpion presents its legal offering as its technology plus a team of legal marketing experts who create a tailored strategy for the firm.

     “Our full suite of award-winning technology and experienced legal marketing experts create a tailored marketing strategy specifically for your firm”

     scorpion.co/law-firms · checked November 7, 2026

105. [105]

     Scorpion’s law firm page says its offering is a tailored marketing strategy that includes website development, SEO, AI search, digital advertising, Local Services Ads and intake.

     “create a tailored marketing strategy specifically for your firm that includes website development, SEO, AI search, digital advertising, LSAs, and intake”

     scorpion.co/law-firms · checked November 7, 2026

106. [106]

     Scorpion states it is Clio’s sole preferred marketing services partner, with an integration that sends Scorpion leads into Clio Grow.

     “Scorpion is Clio’s sole preferred marketing services partner”

     scorpion.co/about-us/partnerships/clio · checked November 7, 2026

107. [107]

     Scorpion states Convert AI answers calls, collects case details and books consultations automatically around the clock.

     “Scorpion’s Convert AI answers calls, collect case details, and book consultations automatically around the clock.”

     scorpion.co/law-firms · checked November 7, 2026

108. [108]

     Convert’s Messaging Assistant responds to missed calls, texts, website chats, Facebook messages, LSA leads and contact forms around the clock, and texts leads who do not convert right away.

     “Messaging Assistant instantly responds to missed calls, texts, website chats, Facebook messages, LSA leads, and contact forms, 24/7. ... Text leads who don’t convert right away”

     scorpion.co/law-firms/marketing-solutions/convert · checked November 7, 2026

109. [109]

     Every inbound lead is scored immediately for quality and potential case value.

     “Every inbound lead is scored immediately for quality and potential case value. Your team focuses on the best potential clients. Nothing gets missed.”

     scorpion.co/law-firms · checked November 7, 2026

110. [110]

     Scorpion states it connects marketing channels to signed cases and revenue, reporting case value by source, cost per signed client and attributed revenue.

     “Connect every marketing channel to signed cases and revenue. Know case value by source, cost per signed client, and attributed revenue.”

     scorpion.co/law-firms · checked November 7, 2026

111. [111]

     Scorpion typically requires a 12-month contract for its marketing technology and certain services such as SEO.

     “Scorpion typically requires a 12-month contract for our marketing technology and certain marketing services like search engine optimization (SEO).”

     scorpion.co/faq · checked November 7, 2026

112. [112]

     Scorpion’s pages publish no prices for any service, product or plan.

     Not publicly disclosed on the pages checked.

     scorpion.co/sitemap.xml · checked November 7, 2026

113. [113]

     Scorpion builds websites on its own proprietary content management system.

     “While we use our own proprietary CMS, it's just one piece of our full collection of digital marketing solutions.”

     scorpion.co/faq · checked November 7, 2026

114. [114]

     On leaving after fulfilling the contract, the client receives static site files, design assets and content, and must rebuild the site on another content management system.

     “You’ll need to work with another vendor to rebuild your website on a content management system of your choosing”

     scorpion.co/faq · checked November 7, 2026

115. [115]

     Scorpion works across several industries. Its partnerships page names home services, legal and franchise, and its Who We Help menu lists Home Services, Legal, Franchise, Medical, Platforms and Multi-Location, and Hospital and Healthcare Systems.

     “We work with top industry leaders across home services, legal, franchise, and more to help their members grow.”

     scorpion.co/about-us/partnerships · checked November 7, 2026

116. [116]

     Scorpion’s FAQ says the investment depends on the client’s business goals, across marketing technology, marketing services and digital advertising.

     “The investment you decide to make with Scorpion depends on your business goals.”

     scorpion.co/faq · checked November 7, 2026

117. [117]

     Scorpion states digital advertising services such as Google Ads, LSAs and Meta are typically month-to-month.

     “Digital advertising services like Google Ads, LSAs, Meta, etc. are typically month-to-month terms.”

     scorpion.co/faq · checked November 7, 2026

118. [118]

     After the initial term, subscriptions renew automatically for successive terms of the same length until cancelled.

     “After the initial term, your subscription will automatically renew for successive terms equal in length to your initial term, until cancelled in accordance with this Agreement.”

     clio.com/tos · checked November 7, 2026

119. [119]

     A subscription can be cancelled at any time, effective at the end of the current term.

     “Subscriptions may be cancelled at any time, provided that the cancellation will become effective at the end of the subscription term then in effect.”

     clio.com/tos · checked November 7, 2026

120. [120]

     Cancelling within a term makes the unpaid balance for the remainder of the term due immediately.

     “the entire unpaid balance of all amounts owing for the remainder of the applicable term will immediately be due and payable”

     clio.com/tos · checked November 7, 2026

121. [121]

     The initial subscription term is set in the order document; the terms of service do not state its length.

     “The initial term of your subscription shall be as set forth in your Order Document.”

     clio.com/tos · checked November 7, 2026

122. [122]

     After cancellation or termination the firm has ninety days to retrieve its content, after which the terms state it is deleted.

     “Following any cancellation or termination of Service for any reason, Subscriber shall have ninety days to retrieve any and all Content.”

     clio.com/tos · checked November 7, 2026

123. [123]

     When a firm moves from another agency, Superpractice migrates active campaigns, configures attribution and sets up intake routing.

     “We migrate your active campaigns, configure attribution, and set up intake routing so nothing drops during the handoff.”

     superpractice.com/pricing · checked November 7, 2026

124. [124]

     Superpractice says most firms moving from another agency are fully live within 5 business days.

     “Most firms are fully live within 5 business days.”

     superpractice.com/pricing · checked November 7, 2026

125. [125]

     Superpractice imports a firm’s existing leads and contacts at no extra cost.

     “We also import your existing leads and contacts at no extra cost.”

     superpractice.com/pricing · checked November 9, 2026