# Best AI for law firms

> Eleven companies using AI to bring in and work clients for law firms, scored on published weights. Research and drafting tools are left out.

**Disclosure.** Superpractice publishes this list, ranks itself on it with the same rubric as every other company, and competes with the other companies. Rankings are Superpractice’s opinion, based only on what each company says on its own current pages, with each source quoted and dated, not on hands-on testing. No company pays to appear. https://superpractice.com/comparison-methodology 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.

Checked 2026-11-07. Evidence date 2026-11-07. 371 citations, each linked to its source. Reviewed by the Superpractice team. Canonical page https://superpractice.com/best/best-ai-for-law-firms.

Ask for the best AI for law firms and most answers are about research and drafting. This list covers the AI that brings clients in, from ads and AI search to answering inquiries, following up and showing which marketing signed each client. Superpractice ranks first at 98, then Clio Grow at 90 and Scorpion at 72.

## The ranking

### 1. Superpractice

- **Best for.** A firm that wants one growth system for its ads, CRM and AI agents alongside its team, with each signed client traced and its data open to the AI tool it chooses.
- **Strength.** One growth system for marketing, CRM and follow-up. AI agents work alongside your team to call, text and email toward your goal. Its voice agent checks with the attorney before connecting a caller, and the attorney can say no. Video ads star your AI avatar. Claude, ChatGPT or any MCP tool can use your skills and data. [54][22][1][2][16][17][55][56][57][58][28]
- **Limitation.** Superpractice publishes this list, so weigh its first place with that in mind. Revenue forecasting is on the Scale plan only. Ads run in your own accounts, but its terms keep the creative and landing pages. [36][59][60][61]
- **Pricing posture.** Clear pricing yes, What’s included yes, No long contract yes. Published and month to month, with no contract or exit fee. Managed Ads plans run $997 to $4,000 a month, plus ad spend paid to the platforms. Voice agents are extra, $250 to $1,000 a month. [43][39][62][63][21][9]

### 2. Clio Grow (Clio)

- **Best for.** A firm that runs on Clio and wants intake AI priced per hired matter inside the CRM it already uses.
- **Strength.** The easiest fit if your firm runs on Clio. Grow AI works web chat, phone and email. It replies after hours, screens leads for fit and conflicts, and books the ones that qualify. Everything a new client shared then carries into the rest of Clio. [67][64][79]
- **Limitation.** Clio doesn’t run your ads or SEO, beyond the Local Services Ads you run yourself in Clio Grow. Its MCP connection needs a Clio Work license. AI search work isn’t described, so its total rests on 96 of 100 points. [86][98][99][81][80]
- **Pricing posture.** Clear pricing no, What’s included no, No long contract no. Quoted on request. Clio Grow comes with the Elite plan or as an add-on to Core and Signature. Grow AI costs $25 per hired matter. Your order sets the term, and cancelling mid-term makes the rest of it due. [87][88][69][94][96]

### 3. Scorpion

- **Best for.** A firm that wants a big marketing company’s AI suite and a dedicated account team, from ads to intake to revenue reports, and can commit to a 12-month term.
- **Strength.** A strong pick if you want AI across your marketing and intake from one large company. Convert AI answers calls, collects case details and books meetings around the clock. A website AI rep answers visitors 24/7, Leads AI scores every lead, and reporting ties each channel to signed cases. [100][102][104][111]
- **Limitation.** It publishes no prices and usually asks for a 12-month contract on its technology and SEO. Its pages don’t describe revenue forecasting, an AI assistant for your own work or MCP access. [105][120][122][123][124][125]
- **Pricing posture.** Clear pricing no, What’s included no, No long contract no. Not publicly disclosed

### 4. Lawmatics

- **Best for.** A firm that keeps its own intake team and wants a legal CRM where AI add-ons qualify leads and chase them across text, email, voice and chat.
- **Strength.** A good fit if your own team works inquiries inside a legal CRM. Merlin Qualify scores every lead against your criteria and shows why. Merlin Engage works text, email, voice and chat under rules you set and hands off when a person is needed. Google Ads spend is logged against the value of matters that convert. [135][127][128][138]
- **Limitation.** Its pages disagree on which Merlin Engage agents are live, and one labels phone, email and chat agents coming soon. Both Merlin tools are add-ons with no published price, and once you sign you owe fees for the full term. [157][132][129][133][152]
- **Pricing posture.** Clear pricing no, What’s included no, No long contract no. Not publicly disclosed

### 5. Lead Docket (by Filevine)

- **Best for.** A personal injury or family law firm on Filevine that wants AI to assess and summarize every lead and to report revenue by marketing source.
- **Strength.** A good fit for a Filevine firm that wants AI to size up every lead. LeadsAI assesses each lead when it opens, summarizes the key facts and predicts the chance of case success. Signed cases flow into Filevine, and settlement amounts and fees feed an ROI figure. [159][188][189][170][172]
- **Limitation.** Its pages don’t describe AI agents that call leads or book meetings. Voice agents and AI search aren’t described either, so its total rests on 82 of 100 points. [161][162][176][174]
- **Pricing posture.** Clear pricing no, What’s included no, No long contract no. Not publicly disclosed

### 6. Intaker

- **Best for.** A firm whose leads arrive by website chat, text or social messages and that wants AI agents qualifying them in seconds and ringing its team when one qualifies.
- **Strength.** A strong pick if your leads come by chat, text and social messages. Named AI agents cover LSA messages, texts and social DMs, and qualify leads within seconds. When the AI lacks an answer, it passes the conversation to your team. Its hub tracks each lead from first message to signed client. [218][191][192][193][199]
- **Limitation.** Its pages don’t describe AI that answers calls, cost per signed client, a score on every contact or AI search work. Voice and AI search are left out of its total, which rests on 82 of 100 points. It publishes no current prices. [195][205][202][206][208]
- **Pricing posture.** Clear pricing no, What’s included no, No long contract no. Not publicly disclosed

### 7. SMB Team

- **Best for.** A firm that wants a done-for-you growth partner with managed ads, human intake staffing and coaching, plus an AI workspace of 60+ agents priced per seat.
- **Strength.** A fit if you want staff, coaching and AI tools from one growth partner. Its AI workspace has 60+ agents that work inside Clio, MyCase, Filevine and Lawmatics. Some score leads and run follow-up sequences. Its reporting shows cost per lead and cost per signed case. [225][226][220][227][221][230]
- **Limitation.** The AI workspace is a general business tool with a law firm focus, and intake help comes from human assistants. Its pages don’t describe AI voice agents or revenue forecasting. Marketing prices aren’t published, and the one-year agreement can’t be ended early. [222][225][224][239][235][237][238]
- **Pricing posture.** Clear pricing no, What’s included no, No long contract no. The AI workspace costs $350 a user a month for up to four users, month to month. Its marketing, intake and coaching services aren’t priced, and come under a one-year agreement. [236][235][237]

### 8. Grow Law

- **Best for.** A firm that wants a legal-only agency to run SEO, PPC and AI search optimization with listed starting prices, and keeps intake in house.
- **Strength.** A good fit if you want an agency for search and ads and will handle intake yourself. Its AI scores every inquiry and filters out poor fits before they reach your team. It tracks AI search answers monthly and checks signed cases in your CRM against spend. [240][252][250]
- **Limitation.** Its pages don’t describe AI agents that contact leads, AI voice agents or a CRM of its own. Its portal is a reporting view on top of your CRM, and answering calls and follow-up aren’t described as its services. [242][247][244]
- **Pricing posture.** Clear pricing no, What’s included no, No long contract yes. Starting prices only. Ad management starts at $1,450 a month for up to $10,000 in spend, and SEO starts at $2,500. There’s no setup fee and you can cancel anytime. Ad spend goes on your own Google Ads account. [263][272][273][267][268]

### 9. FirmPilot

- **Best for.** A firm that wants AI to write its content, work its SEO and AI search presence and run its Google Ads, and handles intake itself.
- **Strength.** A fit if you want AI to run your content, search and Google Ads. Its AI agents tune ad bids, targeting and creative, and prepare content to be cited by ChatGPT and Google AI Overviews. Once your CRM is connected, a new client can be traced to the search that started it. [298][285][284]
- **Limitation.** Its pages don’t describe AI that works inquiries, answers calls or books meetings, or a CRM of its own. Those gaps leave its total resting on 64 of 100 points. Its pages also don’t say who owns the ad accounts or content when you leave. [274][275][278][281][299]
- **Pricing posture.** Clear pricing yes, What’s included no, No long contract no. Published. Plans run $4,250 to $9,250 a month at a flat fee with no markup on ad spend. You sign for 6 months, or 12 months for added savings. [289][292][296]

### 10. Smith.ai

- **Best for.** A firm that wants its phones answered 24/7 by AI, people or a mix it chooses, and keeps its CRM and marketing elsewhere.
- **Strength.** The most flexible pick if you want people, AI or both on your phones. The AI Receptionist answers, qualifies and books callers 24/7 and tells them it’s AI. You can test it on up to 50 simulated calls a month before going live. [309][338][300][339][306]
- **Limitation.** Its AI works the phone, while website chat and outreach campaigns are run by people. It isn’t a CRM, and its pages don’t describe tracing a signed client back to the ad behind the call. [303][304][316][313]
- **Pricing posture.** Clear pricing no, What’s included no, No long contract yes. Receptionist plans are $300 a month for 30 calls, $810 for 90 and $2,100 for 300. The AI Receptionist has a free tier, and the people-and-AI mix is priced only from about $2.50 a call. Its blog quotes different prices. [324][305][325][321][340][341]

### 11. LawLytics

- **Best for.** A solo or small firm that wants an AI website platform to write and maintain its site from $99 a month, with leads logged from its forms.
- **Strength.** A simple start if you mainly need a website. Its AI plans and writes your pages, shows every change as a redline before it goes live and structures pages so AI assistants can quote them. Leads and reviews appear in your dashboard as they happen. [368][369][349][350]
- **Limitation.** It is a website platform, not a marketing agency. Its pages don’t describe AI follow-up, voice agents or a CRM. Nor do they describe booking or tracing a signed client to its source, so its total rests on 50 of 100 points. [370][342][343][346][345][348]
- **Pricing posture.** Clear pricing yes, What’s included no, No long contract yes. Starter is $99 a month. Other plans run $299 to $1,499 a month on monthly billing, or $249 to $1,249 billed yearly. The top two aren’t open to new firms. [351][354][355][362][352][353][356]

## How this list was scored

Client acquisition systems for law firms. For a law firm that wants AI to bring in and work clients, from marketing to intake, follow-up and tracing each signed client to its source. Best means the company whose pages describe the fullest AI for turning marketing into signed clients you can trace to a source. Agents that work inquiries count most. Published prices and terms count too, but a low price adds no points. The shared job across the list is turning marketing spend into signed clients the firm can trace to a source, whether by service, software or both.

| Criterion | Weight |
|---|---|
| AI agents alongside your team | 22% |
| AI voice agents | 14% |
| Conversion and intake | 14% |
| CRM, platform and integrations | 14% |
| Attribution | 14% |
| AI search visibility | 4% |
| Reporting | 8% |
| Pricing and terms | 10% |

**How these criteria are scored.** Scores not shown follow the general 0 to 4 rubric on the methodology page.

- **CRM, platform and integrations.**
  - **3.** A stated CRM with named integrations.
  - **4.** Adds an MCP server, the open standard AI assistants use to connect to other software. The firm can link AI tools it already uses, such as Claude or ChatGPT.
  - Tracking signed clients counts under attribution instead.
- **Pricing and terms.** Top score 3.
  - **0.** No part is met. Not publishing prices or terms scores 0.
  - **1.** One of the three parts is met.
  - **2.** Two of the three parts are met.
  - **3.** All three parts are met.
  - Clear pricing. A published price for every standard plan.
  - What’s included. Setup fees, add-ons, overage and seat charges are stated, so a firm can work out its monthly cost.
  - No long contract. Month to month or cancel anytime, with no exit fee and no payment for the rest of a term.
  - Video production prices count only on the video list. A low price adds no points.

**Not on this list.**

- AI for legal research, drafting, document review or practice management is not on this list. This list covers AI that brings in clients, not AI that does legal work.
- The list covers the companies reviewed by the evidence date. No company was left off for scoring low.
- Live receptionists, virtual assistants and coaching are described where a company sells them, but only AI is scored.
- Where a company doesn’t describe a capability, that criterion is left out of its total rather than scored zero. The share of weight each total rests on is shown beside it.

## Scores against the published weights

| Rank | Provider | AI agents alongside your team | AI voice agents | Conversion and intake | CRM, platform and integrations | Attribution | AI search visibility | Reporting | Pricing and terms |
|---|---|---|---|---|---|---|---|---|---|
| 1 | Superpractice | 4 [1][2][3][4][5][6] | 4 [7][8][9][10][11][12][13][14][15][16][17] | 4 [5][18][19][20][21][6] | 4 [22][23][24][25][26][27][28][29] | 4 [30][6][31][32][27] | 4 [33][34] | 4 [35][6][36][37][38] | 3 [39][40][41][42][9][43][44][45][46][47][48][49][50][51][52][53] |
| 2 | Clio Grow (Clio) | 4 [64][65][66][67][68][69][70] | 4 [71][67][69] | 4 [72][73][74][75][68][70] | 4 [76][77][78][79][70][80][81][82] | 4 [83][84][85] | Not disclosed [86] | 4 [70][83][76] | 0 [87][88][89][69][90][91][92][93][94][95][96][97] |
| 3 | Scorpion | 3 [100][101][102][103][104] | 3 [103][100][105] | 4 [103][102][101][106] | 2 [107][108][109][104][110] | 4 [111][112][113] | 2 [114][115][116] | 4 [117][118] | 0 [105][119][120][121] |
| 4 | Lawmatics | 3 [126][127][128][129][130] | 2 [127][131][132][133] | 4 [134][135][136][137][138] | 3 [139][140][135][141][138][142] | 4 [143][138][144] | Not disclosed [145] | 3 [146][147][148] | 0 [149][150][133][151][152][153][154][155][156] |
| 5 | Lead Docket (by Filevine) | 2 [158][159][160][161] | Not disclosed [162] | 4 [163][164][160][165][166][167] | 3 [168][169][170][171][172][173] | 4 [174][167][172][175] | Not disclosed [176] | 4 [177][178][179][180] | 0 [181][182][183][184][185][186][187] |
| 6 | Intaker | 3 [190][191][192][193][194] | Not disclosed [195] | 4 [196][197][198][193][199] | 3 [200][201][199][202][203] | 2 [199][204][205] | Not disclosed [206] | 3 [204][199][207] | 0 [208][209][210][211][212][213][214][215][216][217] |
| 7 | SMB Team | 2 [220][221][222][223] | Not disclosed [224] | 3 [223][225][226] | 3 [223][227][228][229] | 4 [230][231] | 2 [232] | 4 [233][234][230] | 0 [235][236][237][238] |
| 8 | Grow Law | 1 [240][241][242] | Not disclosed [242] | 2 [240][243][244] | 2 [245][246][247][248] | 4 [249][250][245] | 4 [251][252][253][254][255][256][257][258][259] | 4 [260][261][262] | 1 [263][264][265][266][267][268][269][270][271] |
| 9 | FirmPilot | Not disclosed [274] | Not disclosed [275] | 1 [276][277][278] | 2 [279][280][281][282][283] | 3 [284][277][276] | 2 [285][286][287] | 3 [282][288] | 1 [289][290][291][292][293][294][295][296][297] |
| 10 | Smith.ai | 1 [300][301][302][303][304] | 3 [300][305][306][301][307][308] | 3 [309][310][311][312][303][313] | 2 [314][315][316][317][318] | 1 [319][313] | Not disclosed [320] | 3 [317] | 1 [321][322][323][324][325][326][327][328][329][330][331][308][332][333][334][335][336][337] |
| 11 | LawLytics | Not disclosed [342] | Not disclosed [343] | 1 [344][345] | Not disclosed [346][347] | 1 [344][348] | 2 [349] | 2 [350] | 2 [351][352][353][354][355][356][357][358][359][360][361][362][363][364][365][366][367] |

## The best pick for each situation

### Superpractice

**Best for ads, CRM and AI agents from one company, month to month.** One company runs your ads and CRM, while AI agents call, text and email alongside your team toward a signed engagement. Claude, ChatGPT or another AI tool you connect can act in the CRM. Plans are month to month. [22][1][2][28][29][62]

### Clio Grow (Clio)

**Best if your firm already runs on Clio.** You get intake AI without adding a second system. Grow AI replies, screens and books by web chat, phone and email. It costs $25 per hired matter, and a new client’s details carry into Clio. [64][67][69][79]

### Scorpion

**Best if you want an account team and an AI suite from one marketing company.** You get a dedicated account team and AI that answers calls and website chats around the clock. Reporting ties each channel to signed cases. Expect unpublished prices and a typical 12-month term. [371][100][102][111][105][120]

### Lawmatics

**Best if you keep your intake team and want AI inside a legal CRM.** The core CRM runs without the AI add-ons. Merlin Qualify scores every lead against your criteria. Merlin Engage works text, email, voice and chat under your rules and hands off when judgment is needed. [139][135][127][128]

### Smith.ai

**Best if you want people and AI answering the phone, priced per call.** A real person, AI or a mix you choose can answer your phone. Receptionist calls are answered by people guided by AI, and live help can be added per call on AI plans. [309][338][300][307]

## How to choose

- **Decide which jobs you’re buying.** Marketing that brings inquiries, AI that works them and a system to see them in can come separately or from one company.
- **Read the weights before the names.** AI agents that work inquiries carry 22 points. If you already have one piece, weigh the others more.
- **Check which of a company’s AI is live today, which channels it covers and where it hands off to your team.**
- **Ask how a signed client is traced to its source, and whether that depends on your team entering case values.**
- **Compare terms as well as prices.** A 6- or 12-month agreement changes what a year costs and how easily you leave.
- **Confirm in writing which data, ad accounts and recordings leave with you, and in what format.**

## Who should not choose Superpractice

- You want AI for legal research, drafting or document review. None of that is on this list.
- You run practice management and intake in one vendor’s suite and want the AI built into it.
- You want people answering most of your calls, or a mix you set call by call.
- You have an agency you trust and want only an intake tool for your team.
- You want a company that can also staff your intake or coach your team. Superpractice doesn’t provide staff or coaching.

## What should you ask any provider?

- **Which AI features are live today, and which are coming soon?** Pages change faster than contracts. Ask for the live list in writing, with dates, before you sign.
- **Which channels does the AI cover, and where does it hand off?** Phone, text and email are separate answers, and so are chat and social messages. Ask what happens when someone wants a person or needs legal advice.
- **Can we see a signed client traced back to its source?** Ask for a sample report from a firm like yours. Ask too whether the trace depends on your team entering case values.
- **What will the AI cost at our volume?** This list includes pricing per call, per seat, per hired matter and flat monthly fees. Model one month at your inquiry volume for each.
- **What is the term, and what leaves with us?** Terms here run from month to month to one-year agreements that renew. Confirm the notice period and which data, recordings and accounts you keep.
- **Can we use the AI tools we already have?** Ask whether Claude, ChatGPT or other AI tools can read your data and act in the system, and whether your written procedures work outside the vendor’s app.
- **Who is responsible for what the AI tells a prospective client?** Ask what the AI is told never to say and how it avoids giving legal advice. Ask what record is kept of each conversation.

## How we made this page

- The weights were set before any company was scored. Pricing and terms was added after the first ranking, and every company was scored again.
- AI agents that work inquiries carry 22 points because the list is about them.
- Superpractice publishes this list and ranks first, 98 to Clio Grow’s 90. The gap comes from pricing and terms. Superpractice also set the weights and the reading that gives an MCP server the top CRM score.
- We didn’t test any service, and Superpractice has no customer, partner or affiliate tie to any company here.
- Superpractice publishes its own prices and scores 3 of 3 on pricing and terms, so it gains from this criterion. Clio Grow scores 0 there.
- Information is as of November 7, 2026. Where a company doesn’t describe a capability, it is left out of its total, so totals rest on different shares of the weight. FirmPilot rests on 64 points and LawLytics on 50.
- Pricing and terms is 10% of the score. It checks for full published prices, every extra charge stated and month-to-month terms with no exit fee. Not publishing scores 0, and a low price adds no points.
- Every source is a public page anyone can open. Where a company’s pages disagree, its entry gives both versions. Corrections go to hello@superpractice.com.
- Results a company reports about itself and third-party reviews are not shown. Services and prices change, so confirm the details with each company.
- Company names and trademarks belong to their owners. Naming a company here doesn’t mean it endorses Superpractice or is affiliated with it.

## Change log

- 2026-11-07. First draft for review.
- 2026-11-08. Re-checked Clio’s, Lead Docket’s and Superpractice’s pages. Clio Grow attribution 2 to 4, Lead Docket reporting 3 to 4 for scheduled reports, Superpractice voice agents 3 to 4 for signed-client analytics. Superpractice ranks first by exact total, 0.2 ahead of Clio Grow.
- 2026-11-08. Scores now match our other ranked lists wherever the same sources apply. Signed clients and return on spend now count under attribution, not CRM depth. Clio Grow, Intaker, Lawmatics, Lead Docket and Superpractice fall from 4 to 3 on CRM depth, and Scorpion from 3 to 2. A 3 on AI search visibility now needs a stated tracking method, so FirmPilot, Scorpion and SMB Team fall from 3 to 2. FirmPilot attribution and reporting falls from 4 to 3. FirmPilot conversion and intake and LawLytics attribution, once not disclosed, now score 1. Intaker, SMB Team and Grow Law move up one place each, and FirmPilot moves from sixth to ninth. Superpractice stays first at 93.
- 2026-11-08. Credited Superpractice skills and access from other AI tools over MCP. Scores unchanged. Added Superpractice’s one-system design.
- 2026-11-08. Added MCP to CRM, platform and integrations. Superpractice and Clio Grow 3 to 4, both now 100. A new tie rule ranks the company scored on more of the weight first, so Superpractice is first and Clio Grow second.
- 2026-11-08. Added Pricing and terms at 10% and rescored the list. Superpractice stays first at 95 and Clio Grow second at 90. Lawmatics moves up to fourth and Lead Docket down to fifth.
- 2026-11-09. Superpractice’s voice agent entry now cites its warm transfer. The agent checks with the attorney before connecting a caller, and the attorney can say no. Scores unchanged.
- 2026-11-09. Re-read Grow Law’s AI search pages. AI search visibility rises from 3 to 4, because its pages tie AI referrals to signed cases where tracking allows. Grow Law stays eighth at 56, and no other rank changed.
- 2026-11-09. Superpractice now includes lead and contact import on every Managed Ads plan, so its pricing and terms score rose from 2 to 3. Its total rises from 95 to 98, and no rank changed.

## Cite this list

> Superpractice team. Best AI for law firms (2026). Last checked November 7, 2026. https://superpractice.com/best/best-ai-for-law-firms

## Sources

1. 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” https://superpractice.com/features/procedures.md (checked 2026-11-07)
2. 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.” https://superpractice.com/features/procedures.md (checked 2026-11-07)
3. 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.” https://superpractice.com/features/procedures.md (checked 2026-11-07)
4. The firm delegates routine actions and can require approval for others. “Delegate routine actions and require approval for others.” https://superpractice.com/features/procedures.md (checked 2026-11-07)
5. 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” https://superpractice.com/pricing.md (checked 2026-11-07)
6. Every Managed Ads plan includes first-touch and last-touch attribution and cost-per-signed-client tracking. “| First-touch & last-touch attribution | Yes | Yes | Yes |” https://superpractice.com/pricing.md (checked 2026-11-07)
7. Superpractice’s voice agents are built on the latest voice models, with natural pacing and real interruption handling. “Built on the latest voice models with natural pacing and real interruption handling. Most callers never realize they were not talking to a person.” https://superpractice.com/features/ai-voice-agents.md (checked 2026-11-07)
8. Voice agents pick up 24/7 and call new leads in seconds. “Agents pick up 24/7 and call new leads in seconds.” https://superpractice.com/features/ai-voice-agents.md (checked 2026-11-07)
9. 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 |” https://superpractice.com/pricing.md (checked 2026-11-09)
10. The AI Voice Agents Starter plan is $250 a month for 100 included minutes, with $2.00 a minute overage. “| Starter | $250/mo | 100 minutes | $2.00/min |” https://superpractice.com/pricing.md (checked 2026-11-07)
11. Voice agents read live availability from Google and Microsoft calendars, offer real slots and confirm before the call ends. “Agents read live availability from Google and Microsoft calendars, offer real slots, and confirm before the goodbye.” https://superpractice.com/features/ai-voice-agents.md (checked 2026-11-07)
12. Voice agents ask the firm’s qualifying questions, with deal-breakers that end unqualified calls politely. “Your qualifying questions, asked your way, with deal-breakers that politely end unqualified calls.” https://superpractice.com/features/ai-voice-agents.md (checked 2026-11-07)
13. Hot callers are transferred live to the attorney’s cell with context. “Hot callers transfer live to your cell with context; everyone else gets handled, not dropped.” https://superpractice.com/features/ai-voice-agents.md (checked 2026-11-07)
14. Voice agent analytics tie calls to attributed revenue and matters when attribution data is available. “total attributed revenue and matters” https://docs.superpractice.com/voice-agent-analytics (checked 2026-11-08)
15. Voice agent analytics show contact-to-retained and meeting-to-retained rates. “contact-to-retained and meeting-to-retained rates” https://docs.superpractice.com/voice-agent-analytics (checked 2026-11-08)
16. Superpractice’s voice agent calls the team member first and tells them privately who is calling and why. Only a clear yes connects the caller. “The agent then calls the person's number, tells them privately who is calling and why, and asks whether they can take the call. Only a clear yes connects the caller.” https://docs.superpractice.com/voice-agent-setup (checked 2026-11-09)
17. A team member can turn a transfer down by voice. A reply such as being in a deposition counts as a no, and the caller goes back to the agent for the next step. “If they decline or do not pick up, the caller comes back to the agent and the next step runs.” https://docs.superpractice.com/voice-agent-setup (checked 2026-11-09)
18. Every Managed Ads plan includes Superpractice scheduling with branded booking pages. “| Superpractice® Scheduling | Yes | Yes | Yes |” https://superpractice.com/pricing.md (checked 2026-11-07)
19. Booking has branded pages, live calendar sync, and agents that know about every meeting the moment it books. “Branded pages, live calendar sync, and agents that know about every meeting the second it books.” https://superpractice.com/features/booking.md (checked 2026-11-07)
20. Texts, emails and calls sit in one shared queue, scored, drafted and visible to the whole team. “Texts, emails, and calls in one shared queue, scored, drafted, and visible to your whole team.” https://superpractice.com/features/inbox.md (checked 2026-11-07)
21. AI Voice Agents are sold separately from the Managed Ads plan fee. “AI Voice Agents are sold separately.” https://superpractice.com/pricing.md (checked 2026-11-07)
22. Every Managed Ads plan includes Superpractice’s CRM and client acquisition platform. “Superpractice AI-native CRM + client-acquisition platform” https://superpractice.com/pricing.md (checked 2026-11-07)
23. Every Managed Ads plan includes CRM integrations, Zapier integrations and inbound and outbound webhooks. “| CRM integrations | Yes | Yes | Yes |” https://superpractice.com/pricing.md (checked 2026-11-07)
24. Every Managed Ads plan includes MCP access. “| MCP access | Yes | Yes | Yes |” https://superpractice.com/pricing.md (checked 2026-11-07)
25. Leads are graded A to F and scored for momentum. “Leads graded A to F and scored for momentum, so hot clients never wait behind tire kickers.” https://superpractice.com/features/lead-scoring.md (checked 2026-11-07)
26. Superpractice sends client information to Clio directly and uses webhooks for tools like PracticePanther, MyCase and Filevine. “Send client information to Clio directly, or use webhooks for tools like PracticePanther, MyCase, and Filevine.” https://superpractice.com/index.md (checked 2026-11-07)
27. Rainmaker reconciles every channel, campaign and dollar against signed clients into one return number. “Every channel, campaign, and dollar reconciled against signed clients, one honest return number.” https://superpractice.com/features/rainmaker.md (checked 2026-11-07)
28. 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.” https://docs.superpractice.com/mcp (checked 2026-11-08)
29. Through MCP, a connected AI tool can also create tasks, update contacts and matters, book meetings and draft emails and texts, with the permissions the firm chooses. “Create and complete tasks · update contacts and matters · book and move meetings · draft emails and texts · edit content in your SEO schedule.” https://docs.superpractice.com/mcp (checked 2026-11-08)
30. Managed Ads plans include attribution from ad click to signed client. “full attribution from ad click to signed client” https://superpractice.com/pricing.md (checked 2026-11-07)
31. Every signed client is traced back to the original source. “Every signed client, traced back to the original source” https://superpractice.com/features/attribution.md (checked 2026-11-07)
32. Attribution recognizes 48 channels, including AI search referrals. “48 channels recognized, including AI search referrals.” https://superpractice.com/features/attribution.md (checked 2026-11-07)
33. SEO + AI Search plans track ChatGPT, Gemini and AI Overview answers and fix the firm’s pages for them, a separate plan from Managed Ads. “ChatGPT, Gemini, and AI Overview tracking with fixes to your pages” https://superpractice.com/pricing.md (checked 2026-11-07)
34. Attribution counts leads, clients and revenue from ChatGPT, Perplexity, Gemini and Claude by practice area. “Leads, clients, and revenue from ChatGPT, Perplexity, Gemini, and Claude, broken out by practice area.” https://superpractice.com/features/attribution.md (checked 2026-11-07)
35. Plans include real-time dashboards, with AI performance reports monthly on Launch and Momentum and weekly on Scale. “| AI performance reports | Monthly | Monthly | Weekly |” https://superpractice.com/pricing.md (checked 2026-11-07)
36. Revenue forecasting is included in the Scale plan. “| Revenue forecasting | — | — | Yes |” https://superpractice.com/pricing.md (checked 2026-11-07)
37. Sales Intelligence forecasts from velocity, close rates and pipeline history, with the moves that beat goal. “Forecasts from your velocity, close rates, and pipeline history, and the moves that beat goal.” https://superpractice.com/features/sales-intelligence.md (checked 2026-11-07)
38. Every meeting is scored against the firm’s own playbook, and patterns become coaching for the team. “Every meeting scored against your own playbook, and every pattern turned into coaching for your team.” https://superpractice.com/features/meeting-intelligence.md (checked 2026-11-07)
39. 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.” https://superpractice.com/pricing.md (checked 2026-11-07)
40. Managed Ads plans are sized by managed ad spend, up to $3,000 a month on Launch, $3,000 to $10,000 on Momentum and $10,000 and above on Scale. “| Managed ad spend | Up to $3,000/mo | $3,000–$10,000/mo | $10,000+/mo |” https://superpractice.com/pricing.md (checked 2026-11-07)
41. Website plans are Presence at $500, Authority at $1,000 and Market Leader at $1,500 a month. “Presence — $500/mo ... Authority — $1,000/mo (Most popular) ... Market Leader — $1,500/mo” https://superpractice.com/pricing.md (checked 2026-11-07)
42. SEO + AI Search plans are $1,750 (Foundation), $3,500 (Authority) and $5,000 (Market Leader) a month. “Authority — $3,500/mo ... Market Leader — $5,000/mo” https://superpractice.com/pricing.md (checked 2026-11-07)
43. 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 |” https://superpractice.com/pricing.md (checked 2026-11-07)
44. 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.” https://superpractice.com/pricing.md (checked 2026-11-07)
45. AI Avatars video credits on the Platform are 10 cents each, capped at $100 a month unless the firm sets its own limit. “| AI Avatars video credits | 10¢ each, up to $100 a month unless you set your own limit |” https://superpractice.com/pricing.md (checked 2026-11-07)
46. Lead and contact import is included on all three Managed Ads plans. “| Lead and contact import | Yes | Yes | Yes |” https://superpractice.com/pricing.md (checked 2026-11-09)
47. 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.” https://superpractice.com/pricing.md (checked 2026-11-09)
48. The website build is included in the monthly plan with no separate upfront build fee. “Included. We design, build, optimize, and publish your site as part of the monthly plan with no separate upfront build fee.” https://superpractice.com/pricing.md (checked 2026-11-07)
49. AI credits past a plan’s included amount cost 10¢ each for the first 10,000 a month and 5¢ each after that. “| AI credits, first 10,000 each month | 10¢ each |” https://superpractice.com/pricing.md (checked 2026-11-07)
50. Superpractice does not charge per seat; seats are unlimited for every partner, attorney and staff member. “No. Seats are unlimited: add every partner, attorney, and staff member.” https://superpractice.com/pricing.md (checked 2026-11-07)
51. Superpractice says there is no annual contract, exit fee or minimum term, and a firm can cancel anytime. “There is no annual contract, exit fee, or minimum term. You can cancel anytime” https://superpractice.com/pricing.md (checked 2026-11-09)
52. Under the Terms, marketing plans renew month to month until the firm cancels. “renews automatically on a month-to-month basis unless terminated” https://superpractice.com/terms (checked 2026-11-09)
53. Under the Terms, no minimum term or early termination fee applies unless a signed order form states one. A cancellation takes effect at the end of the billing cycle. “no minimum term or early termination fee applies, and your cancellation takes effect at the end of the billing cycle in which Superpractice receives your notice” https://superpractice.com/terms (checked 2026-11-09)
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.” https://superpractice.com/index.md (checked 2026-11-08)
55. 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.” https://superpractice.com/index.md (checked 2026-11-07)
56. 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.” https://docs.superpractice.com/skills (checked 2026-11-08)
57. 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” https://docs.superpractice.com/skills (checked 2026-11-08)
58. 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” https://docs.superpractice.com/skills (checked 2026-11-08)
59. Superpractice works in the firm’s own Google Ads accounts. Its AI’s changes reach only those connected accounts. “Changes only ever reach your firm's own connected Google Ads accounts.” https://docs.superpractice.com/google-ads (checked 2026-11-08)
60. Superpractice’s Terms say the work it creates, including landing pages, ads, ad creatives, marketing copy and images, remains Superpractice’s property. Websites built under a Website plan and SEO articles are the exceptions. The firm’s own data is excluded. “remain the sole property of Superpractice, except that ownership of Website Deliverables (as defined in Appendix B) passes to you on the Ownership Date” https://superpractice.com/terms (checked 2026-11-09)
61. Landing pages, ad creative, ad copy, images and tracking numbers made under Managed Ads plans stay Superpractice’s property in every case. “Landing pages, ad creative, ad copy, images, and tracking numbers created under Managed Ads plans remain Superpractice's property in all cases.” https://superpractice.com/terms (checked 2026-11-09)
62. 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.” https://superpractice.com/pricing.md (checked 2026-11-07)
63. Ad spend is separate and paid directly to the ad platforms. “Ad spend is separate and paid directly to the ad platforms” https://superpractice.com/pricing.md (checked 2026-11-07)
64. 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.” https://www.clio.com/grow/ (checked 2026-11-07)
65. Grow AI sends intake forms and follows up on unsigned agreements. “Keep stalled leads moving. Grow AI sends intake forms and follows up on unsigned agreements.” https://www.clio.com/grow/ (checked 2026-11-07)
66. Clio states its legal AI can begin intake conversations, collect information, organize the lead, prepare an assessment and move approved next steps forward using the firm's process. “can begin intake conversations, collect the initial information, organize the lead, prepare an assessment, and move approved next steps forward” https://www.clio.com/grow/ (checked 2026-11-07)
67. Grow AI captures lead information through AI-powered web chat, phone or email, and the lead flows into the Clio Grow lead inbox. “Lead information is captured via AI-powered web chat, phone, or email upfront. The information flows into your Clio Grow lead inbox.” https://www.clio.com/customers-grow-ai/ (checked 2026-11-07)
68. 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.” https://www.clio.com/grow/ (checked 2026-11-07)
69. 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” https://www.clio.com/customers-grow-ai/ (checked 2026-11-07)
70. Grow AI gives real-time insight into what it works on and how many clients it helps win each month. “get real-time insights into what Grow AI works on and how many clients it helps you win each month” https://www.clio.com/customers-grow-ai/ (checked 2026-11-07)
71. 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” https://www.clio.com/grow/ (checked 2026-11-07)
72. Clio Grow responds to inquiries, screens for fit and conflicts, books meetings and moves good-fit leads to clients around the clock. “Clio Grow responds to inquiries, screens for fit and conflicts, books consultations, and turns good-fit leads into clients, 24/7.” https://www.clio.com/grow/ (checked 2026-11-07)
73. Inquiries can arrive by call, email, text, chat or form, and what the prospect shares stays with their record. “A prospective client may call, email, text, chat, or fill out a form. However they start, what they share stays with them.” https://www.clio.com/grow/ (checked 2026-11-07)
74. Clio Grow runs conflict checks across all of Clio. “Search across all of Clio for potential conflicts of interest.” https://www.clio.com/grow/ (checked 2026-11-07)
75. 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.” https://www.clio.com/grow/ (checked 2026-11-07)
76. Clio Grow includes legal CRM capabilities, including contact records, lead sources, pipeline stages, communications, assignments and reporting. “Clio Grow includes legal CRM capabilities such as contact records, lead sources, pipeline stages, communications, assignments, and reporting.” https://www.clio.com/grow/ (checked 2026-11-07)
77. Clio states 300+ app integrations. “300+ App integrations that connect the tools law firms rely on” https://www.clio.com/features/ (checked 2026-11-07)
78. Grow AI scores each inquiry against the firm's past successful cases so the leads that fit come first. “Each inquiry is scored against your firm's past successful cases, so the leads that fit come first.” https://www.clio.com/customers-grow-ai/ (checked 2026-11-07)
79. 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.” https://www.clio.com/grow/ (checked 2026-11-07)
80. Clio’s Claude connection runs on an MCP server, and firms approve its read and write access when they connect. “Install Clio Work App: Clio MCP” https://help.clio.com/hc/en-us/articles/57881711703451 (checked 2026-11-08)
81. With a Clio Work license, Claude and Codex can work with the firm’s Clio Manage and Clio Grow records through Clio Work. “Clio Manage and Clio Grow records, when the firm subscribes to those products.” https://help.clio.com/hc/en-us/articles/57881711703451 (checked 2026-11-08)
82. Clio Grow records reach Claude only when Clio Grow is connected to Clio Manage. “Clio Grow records also require Clio Grow connected to Clio Manage.” https://help.clio.com/hc/en-us/articles/57881711703451 (checked 2026-11-08)
83. Clio Grow reports where new clients learn about the firm and which channels drive the most results. “Find your best channels for new business. See where new clients learn about your firm and which channels drive the most results.” https://www.clio.com/grow/ (checked 2026-11-07)
84. Clio’s pricing page says Clio tracks referrals and ad spend against the clients they win. “Track referrals and ad spend to see what’s actually winning clients.” https://www.clio.com/pricing/ (checked 2026-11-08)
85. For Google Local Services Ads, Clio tracks leads, conversions to clients and estimated value, so the firm can compare spend with what the ads bring in. “Clio tracks new leads, conversions to clients, and estimated value, so you can compare what you spend with what the ads bring in.” https://www.clio.com/features/googles-local-services-ads/ (checked 2026-11-08)
86. Clio’s pages don’t describe AI search visibility work (ChatGPT, Gemini, Perplexity or AI Overview tracking) for the firm's pages. Not publicly disclosed on the pages checked. https://www.clio.com/grow/ (checked 2026-11-07)
87. Clio doesn’t publish a price for Clio Grow. On Core and Signature, Grow’s intake features show “Contact sales for pricing”, and the Grow add-on card offers only a “Get pricing” button. “Contact sales for pricing” https://www.clio.com/pricing/ (checked 2026-11-08)
88. Clio sells Clio Grow as an add-on to its Core and Signature plans; it is included in the Elite plan. “Included in Elite. Available as an add-on for Core and Signature.” https://www.clio.com/pricing/ (checked 2026-11-08)
89. Clio’s pricing page publishes no price for the Core, Signature or Elite plans or for the Clio Grow add-on. Not publicly disclosed on the pages checked. https://www.clio.com/pricing/ (checked 2026-11-08)
90. On Clio’s plan table, Grow AI’s phone, web and email agents are paid per matter hired rather than included in the plan price. “AI phone, web, and email agents ... Pay per matter hired with Grow AI’s help” https://www.clio.com/pricing/ (checked 2026-11-08)
91. Clio’s product terms say Grow AI usage fees are charged at rates Clio communicates from time to time and may be updated without advance notice. “calculated at the rates communicated from time to time. Such Usage Fees may be updated without advanced notice.” https://www.clio.com/tos/product-specific-terms/ (checked 2026-11-08)
92. Clio’s terms make all charges final and non-refundable, setup and implementation fees included. “all charges are final, non-refundable and where applicable, non-cancellable, including without limitation all setup fees, implementation charges” https://www.clio.com/tos/ (checked 2026-11-08)
93. Clio’s pricing FAQ says a subscription can be cancelled at any time, with cancellation taking effect at the end of the current term, whether monthly or annual. “You can cancel your subscription at any time. Cancellation takes effect at the end of your current term, whether monthly or annual.” https://www.clio.com/pricing/ (checked 2026-11-08)
94. 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.” https://www.clio.com/tos/ (checked 2026-11-07)
95. 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.” https://www.clio.com/tos/ (checked 2026-11-07)
96. 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” https://www.clio.com/tos/ (checked 2026-11-07)
97. Clio’s help center describes Clio Grow subscriptions on a 30-day or a 365-day billing cycle. “If you have a 30-day billing cycle, the first invoice is paid in full.” https://help.clio.com/hc/en-us/articles/40024979233819 (checked 2026-11-08)
98. 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. https://www.clio.com/grow/ (checked 2026-11-07)
99. 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” https://help.clio.com/hc/en-us/articles/17588487065627 (checked 2026-11-08)
100. 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.” https://www.scorpion.co/law-firms/ (checked 2026-11-07)
101. 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” https://www.scorpion.co/law-firms/marketing-solutions/convert/ (checked 2026-11-07)
102. Scorpion Connect is a 24/7 AI customer service rep for the firm’s website that answers questions, books appointments, accepts payments and educates prospective clients. “24/7 AI customer service rep that can answer questions, book appointments, accept payments, and educate prospective clients” https://www.scorpion.co/law-firms/marketing-solutions/scorpion-connect/ (checked 2026-11-07)
103. Scorpion Convert includes a Voice Assistant that answers calls with natural-sounding AI, qualifies callers and schedules appointments, in missed-call, after-hours or all-day modes. “Voice Assistant answers calls with a friendly, natural-sounding AI that qualifies and schedules appointments.” https://www.scorpion.co/law-firms/marketing-solutions/convert/ (checked 2026-11-07)
104. 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.” https://www.scorpion.co/law-firms/ (checked 2026-11-07)
105. Scorpion’s pages publish no prices for any service, product or plan. Not publicly disclosed on the pages checked. https://www.scorpion.co/sitemap.xml (checked 2026-11-07)
106. Scorpion’s Leads AI scores each inbound lead and grades how well the firm’s own team handled the intake call. “Know how well your team is turning calls into cases (or where they might need training). Immediately.” https://www.scorpion.co/law-firms/marketing-solutions/leads-ai/ (checked 2026-11-07)
107. Scorpion provides a client platform with mobile access to see performance, respond to leads, book consultations and see return on investment. “See the impact of changes, respond to leads directly, book more consultations, and see your return on investment–all in the palm of your hand.” https://www.scorpion.co/law-firms/marketing-solutions/platform-and-reporting/ (checked 2026-11-07)
108. Scorpion states it works with Clio, Filevine, Lawmatics and more, and its legal partnerships page lists Clio, Filevine and LeadDocket as integrations. “We work seamlessly with Clio, Filevine, Lawmatics, and more, so your leads, intake, and marketing all work together effortlessly.” https://www.scorpion.co/personal-injury/insights/faq/ (checked 2026-11-07)
109. 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” https://www.scorpion.co/about-us/partnerships/clio/ (checked 2026-11-07)
110. Scorpion’s site doesn’t list an MCP server for connecting AI tools such as Claude or ChatGPT. Not publicly disclosed on the pages checked. https://www.scorpion.co/ (checked 2026-11-08)
111. 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.” https://www.scorpion.co/law-firms/ (checked 2026-11-07)
112. Through the Clio integration Scorpion tracks lead and matter status and receives estimated and actual case values. “Scorpion also has access to estimated and actual case values as they advance through the pipeline.” https://www.scorpion.co/about-us/partnerships/clio/ (checked 2026-11-07)
113. Scorpion uses Google Analytics 4 alongside its own Scorpion Analytics data, and clients keep access to their Google Analytics. “Scorpion uses Google Analytics (GA4) and Scorpion Analytics data to analyze and interpret your website and campaign data” https://www.scorpion.co/faq/ (checked 2026-11-07)
114. Scorpion’s law firm page leads with AI search, and lists AI search presence and recommendations among the metrics it says it delivers. “Your next client is asking AI who to hire. Is your firm the answer?” https://www.scorpion.co/law-firms/ (checked 2026-11-07)
115. Scorpion names ChatGPT, Perplexity and Google AI Overviews and says these engines recommend firms based on content depth, reviews, video and a structured footprint. “AI engines like ChatGPT, Perplexity, and Google AI Overviews recommend firms based on content depth, reviews, video, and a structured online footprint.” https://www.scorpion.co/personal-injury/ (checked 2026-11-07)
116. Scorpion states RevenueMAX builds the signals it says AI engines use, with case-specific content and a stream of reviews, so the firm gets recommended when someone asks AI who to hire. “RevenueMAX builds those signals together, with case-specific content and a steady stream of reviews, so your firm gets recommended when someone asks AI who to hire” https://www.scorpion.co/personal-injury/ (checked 2026-11-07)
117. Scorpion offers one dashboard for marketing performance, intake data and revenue metrics, framed against waiting for a monthly report. “Your marketing performance, intake data, and revenue metrics all in one place. No spreadsheets. No waiting for a monthly report.” https://www.scorpion.co/law-firms/ (checked 2026-11-07)
118. Scorpion’s Revenue Intelligence page says it shows how marketing turns into dollars and which geographic areas and case types are most profitable. “Scorpion’s Revenue Intelligence tells you exactly how your marketing is turning into dollars (not clicks, not impressions, no vanity).” https://www.scorpion.co/law-firms/marketing-solutions/revenue-intelligence/ (checked 2026-11-07)
119. 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.” https://www.scorpion.co/faq/ (checked 2026-11-07)
120. 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).” https://www.scorpion.co/faq/ (checked 2026-11-07)
121. 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.” https://www.scorpion.co/faq/ (checked 2026-11-07)
122. Scorpion’s pages do not describe revenue forecasting from the firm’s pipeline history. Not publicly disclosed on the pages checked. https://www.scorpion.co/sitemap.xml (checked 2026-11-07)
123. Scorpion’s pages do not describe an AI assistant for the attorney’s own work or AI that scores the firm’s sales meetings. Not publicly disclosed on the pages checked. https://www.scorpion.co/sitemap.xml (checked 2026-11-07)
124. Scorpion’s pages do not describe MCP access or any way to work with the firm’s Scorpion data from ChatGPT, Claude or another AI assistant. Not publicly disclosed on the pages checked. https://www.scorpion.co/sitemap.xml (checked 2026-11-07)
125. 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.” https://www.scorpion.co/about-us/partnerships/ (checked 2026-11-07)
126. Merlin Engage outreach agents sound like the firm, respond to leads 24/7 and keep the conversation going until the lead converts. “Build outreach agents that sound like your firm, respond to leads 24/7, and keep the conversation going until they convert.” https://www.lawmatics.com/pricing (checked 2026-11-07)
127. 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.” https://www.lawmatics.com/ai/merlin-engage (checked 2026-11-07)
128. The firm sets the guardrails for Merlin Engage, deciding what it can send, when it acts on its own and when a human reviews first, and every conversation is logged. “The firm controls what Engage can send, when it acts on its own, and when a human reviews first.” https://www.lawmatics.com/ai/merlin-engage (checked 2026-11-07)
129. 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” https://www.lawmatics.com/ai/merlin-engage (checked 2026-11-07)
130. EngageAI, now sold as Merlin Engage, deploys AI outreach agents across email, phone, text and chat. “EngageAI deploys AI-powered outreach agents across email, phone, text, and chat, ensuring every prospect receives a timely response” https://www.lawmatics.com/blog/lawmatics-announces-ai-suite-for-law-firms-bringing-agentic-automation-to-legal-lead-intake (checked 2026-11-07)
131. Lawmatics states its AI agents handle answering after-hours calls, routine follow-ups and chasing missing information, while intake staff keep control of decisions. “chasing missing information, sending routine follow-ups, answering after-hours calls.” https://www.lawmatics.com/ai (checked 2026-11-07)
132. Lawmatics’ AI overview page labels Phone Agents, Email Agents and Website Chat Agents as coming soon, with Text Agents unlabeled. “Coming soon Phone Agents” https://www.lawmatics.com/ai (checked 2026-11-09)
133. 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” https://www.lawmatics.com/pricing (checked 2026-11-07)
134. 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.” https://www.lawmatics.com/client-intake/legal-calendaring-software (checked 2026-11-07)
135. Merlin Qualify scores every lead against the firm’s criteria, shows the reasoning and automatically triggers the next step. “Merlin Qualify scores every lead against your firm's criteria, shows you exactly why, and automatically triggers the next step” https://www.lawmatics.com/ai/merlin-qualify (checked 2026-11-07)
136. 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” https://www.lawmatics.com/client-intake (checked 2026-11-07)
137. 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.” https://www.lawmatics.com/time-and-billing/lmpay (checked 2026-11-07)
138. 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” https://www.lawmatics.com/integrations/google-ads (checked 2026-11-07)
139. Lawmatics is software the firm runs. Its core platform covers CRM, intake, automation and reporting and works without the Merlin AI add-ons. “The core Lawmatics platform — including CRM, intake, automation, and reporting — is fully functional without Merlin Engage.” https://www.lawmatics.com/ai/merlin-engage (checked 2026-11-07)
140. 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” https://www.lawmatics.com/integrations (checked 2026-11-07)
141. Merlin Copilot is an in-platform AI assistant that builds automations, pulls reports and answers questions from the firm’s live Lawmatics data. “Copilot builds the automations, pulls the reports, and finds the answers you need, all from your firm’s live data.” https://www.lawmatics.com/ai/merlin-copilot (checked 2026-11-07)
142. Lawmatics’ site and help center don’t list an MCP server for connecting AI tools such as Claude or ChatGPT. Not publicly disclosed on the pages checked. https://help.lawmatics.com/ (checked 2026-11-08)
143. 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.” https://www.lawmatics.com/integrations/callrail (checked 2026-11-07)
144. Lawmatics lists advertising insights among its law firm intake features. “time and billing including a payment gateway, e-signatures, tasks, and advertising insights.” https://www.lawmatics.com/small-law-firm-crm (checked 2026-11-07)
145. Lawmatics’ pages do not describe work on being found or cited in AI answers. Not publicly disclosed on the pages checked. https://www.lawmatics.com/marketing-automation (checked 2026-11-07)
146. Lawmatics describes a marketing ROI calculator and Google Ads integration as tools for the firm to execute, manage and report on its own marketing campaigns from the CRM. “With our marketing return of investment (ROI) calculator and Google Ads integration, you can access the tools you need to execute, manage and report on your marketing campaigns” https://www.lawmatics.com/data-reporting/law-firm-kpi-dashboard (checked 2026-11-07)
147. Lawmatics’ pages do not describe revenue forecasting from the firm’s pipeline history. Not publicly disclosed on the pages checked. https://www.lawmatics.com/data-reporting (checked 2026-11-07)
148. Lawmatics’ pages do not describe an AI notetaker or meeting scoring for the firm’s sales meetings. Not publicly disclosed on the pages checked. https://www.lawmatics.com/data-reporting (checked 2026-11-07)
149. 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.” https://www.lawmatics.com/pricing (checked 2026-11-07)
150. No dollar price for the Essential, Premium or Enterprise plans appears on lawmatics.com. Not publicly disclosed on the pages checked. https://www.lawmatics.com/pricing (checked 2026-11-07)
151. Lawmatics’ pricing page lists four add-ons beside its plans, Merlin Qualify lead scoring, Merlin Engage outreach agents, Merlin Copilot and Time & Billing. “Add-ons Accelerate your workflows even further ... Merlin Qualify evaluates every new lead ... Merlin Copilot builds it ... Add Time & Billing to your plan” https://www.lawmatics.com/pricing (checked 2026-11-08)
152. 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” https://www.lawmatics.com/terms-of-use (checked 2026-11-07)
153. 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.” https://www.lawmatics.com/terms-of-use (checked 2026-11-07)
154. 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” https://www.lawmatics.com/terms-of-use (checked 2026-11-07)
155. 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.” https://www.lawmatics.com/terms-of-use (checked 2026-11-07)
156. The length of the Initial Service Term is not stated on lawmatics.com. Not publicly disclosed on the pages checked. https://www.lawmatics.com/terms-of-use (checked 2026-11-07)
157. The Merlin Engage lineup (SMS, No-Show, Voice, Retriever, Chat, Booking, Email and Signing agents) is described as partly live, with new agents rolling out soon. “The lineup keeps growing, with some agents now live and new ones rolling out to the Lawmatics platform soon.” https://www.lawmatics.com/ai/merlin-engage (checked 2026-11-09)
158. LeadsAI is Lead Docket’s AI feature set for capturing, prioritizing and optimizing intake. “Lead Docket with LeadsAI helps you capture every potential client, prioritize the best prospects, and optimize your intake process.” https://www.leaddocket.com/ (checked 2026-11-07)
159. AI assesses every lead when it opens, surfacing Lead Viability so the team knows which cases are worth taking. “AI assesses every lead the moment it opens, so your team knows which cases are worth taking.” https://www.leaddocket.com/ (checked 2026-11-07)
160. AI-enhanced automations summarize information and follow up with potential clients. “Use AI-enhanced automations to summarize information and follow up with potential clients, freeing up your team's time.” https://www.leaddocket.com/ (checked 2026-11-07)
161. 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. https://www.leaddocket.com/; https://www.leaddocket.com/features/; https://www.leaddocket.com/pricing/; https://www.leaddocket.com/integrations/; https://www.leaddocket.com/about/; https://www.leaddocket.com/contact-us/; https://www.leaddocket.com/reviews/; https://www.leaddocket.com/subscription-agreement/ (checked 2026-11-07)
162. 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. https://www.leaddocket.com/; https://www.leaddocket.com/features/; https://www.leaddocket.com/pricing/; https://www.leaddocket.com/integrations/; https://www.leaddocket.com/about/; https://www.leaddocket.com/contact-us/; https://www.leaddocket.com/reviews/; https://www.leaddocket.com/subscription-agreement/ (checked 2026-11-07)
163. 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.” https://www.leaddocket.com/features/ (checked 2026-11-07)
164. 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.” https://www.leaddocket.com/features/ (checked 2026-11-07)
165. Personalized emails and tasks are triggered automatically for follow-up. “Personalized emails and tasks are automatically triggered, ensuring consistent follow-up.” https://www.leaddocket.com/ (checked 2026-11-07)
166. 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.” https://www.leaddocket.com/features/ (checked 2026-11-07)
167. Lead Docket measures revenue by marketing source, conversion rates and wanted leads. “Measure revenue by marketing source, conversion rates, wanted leads, and more.” https://www.leaddocket.com/features/ (checked 2026-11-07)
168. Lead Docket tracks every lead through to conversion. “Capture every lead and track it all the way through to conversion.” https://www.leaddocket.com/features/ (checked 2026-11-07)
169. Lead Docket integrates with call tracking numbers, website forms, answering services and case management software. “Lead Docket integrates with your call tracking numbers, website forms, answering services, case management software, and much more.” https://www.leaddocket.com/features/ (checked 2026-11-07)
170. 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.” https://www.leaddocket.com/integrations/ (checked 2026-11-07)
171. The integrator list names CallRail and CallTrackingMetrics among call tracking tools, plus Zapier, Google Ads, Facebook Lead Ads and many answering services. “CallRail Call Rail Form CallRuby CallTrackingMetrics” https://www.leaddocket.com/integrations/ (checked 2026-11-07)
172. 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.” https://www.leaddocket.com/integrations/ (checked 2026-11-07)
173. Lead Docket’s help center doesn’t list an MCP server or a Claude connector. Not publicly disclosed on the pages checked. https://support.leaddocket.com/hc/en-us (checked 2026-11-08)
174. 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.” https://www.leaddocket.com/features/ (checked 2026-11-07)
175. 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. https://www.leaddocket.com/; https://www.leaddocket.com/features/; https://www.leaddocket.com/pricing/; https://www.leaddocket.com/integrations/; https://www.leaddocket.com/about/; https://www.leaddocket.com/contact-us/; https://www.leaddocket.com/reviews/; https://www.leaddocket.com/subscription-agreement/ (checked 2026-11-07)
176. Lead Docket’s pages do not describe SEO, AI search visibility or content work for the firm’s pages. Not publicly disclosed on the pages checked. https://www.leaddocket.com/; https://www.leaddocket.com/features/; https://www.leaddocket.com/pricing/; https://www.leaddocket.com/integrations/; https://www.leaddocket.com/about/; https://www.leaddocket.com/contact-us/; https://www.leaddocket.com/reviews/; https://www.leaddocket.com/subscription-agreement/ (checked 2026-11-07)
177. Lead Docket reports can run on a schedule, by email or data sync, with the next run date shown. “Scheduled reports have their next scheduled run date listed.” https://support.leaddocket.com/hc/en-us/articles/33089329037723 (checked 2026-11-08)
178. Reporting covers revenue by source, lead volume over time, referral fees and revenue, and other key indicators. “Track revenue by source, lead volume over time, referral fees and revenue, and other key indicators that help you make better business decisions.” https://www.leaddocket.com/features/ (checked 2026-11-07)
179. Advanced lead reporting exports granular data, down to word values in text fields. “Now with advanced lead reporting, you can export granular data” https://www.leaddocket.com/features/ (checked 2026-11-07)
180. Lead Docket’s pages don’t describe revenue forecasting from pipeline history or AI meeting intelligence. Reports can run on a schedule by email or data sync (ld-rc-006). Not publicly disclosed on the pages checked. https://www.leaddocket.com/; https://www.leaddocket.com/features/; https://www.leaddocket.com/pricing/; https://www.leaddocket.com/integrations/; https://www.leaddocket.com/about/; https://www.leaddocket.com/contact-us/; https://www.leaddocket.com/reviews/; https://www.leaddocket.com/subscription-agreement/ (checked 2026-11-07)
181. 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” https://www.leaddocket.com/pricing/ (checked 2026-11-07)
182. Lead Docket publishes no price, plan tier, setup fee or minimum. It bills per licensed user (ld-rc-008), with no per-user price shown. Not publicly disclosed on the pages checked. https://www.leaddocket.com/pricing/; https://www.leaddocket.com/subscription-agreement/ (checked 2026-11-07)
183. 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.” https://support.leaddocket.com/hc/en-us/articles/20050814497691 (checked 2026-11-08)
184. Lead Docket bills per licensed user. No per-user price is published. “billing is decided by the number of Licensed Users on your account at the time the invoice is sent.” https://support.leaddocket.com/hc/en-us/articles/360045256192 (checked 2026-11-08)
185. The subscription term is whatever the firm’s Sales Order states. “means the applicable subscription term set forth in Subscriber's Sales Order” https://www.leaddocket.com/subscription-agreement/ (checked 2026-11-09)
186. 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” https://www.leaddocket.com/subscription-agreement/ (checked 2026-11-09)
187. 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” https://www.leaddocket.com/subscription-agreement/ (checked 2026-11-09)
188. LeadsAI summarizes the key facts of a case. “Evaluate cases faster with concise AI summarization of the key facts.” https://www.leaddocket.com/features/ (checked 2026-11-07)
189. 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” https://www.leaddocket.com/features/ (checked 2026-11-07)
190. Intaker describes its AI agents as built for law firms to handle tasks end to end and operate autonomously. “AI agents built for law firms to handle tasks end-to-end, operate autonomously, and work out of the box.” https://intaker.com/home/ (checked 2026-11-07)
191. 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” https://intaker.com/home/ (checked 2026-11-07)
192. 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.” https://intaker.com/home/personal-injury.html (checked 2026-11-07)
193. When the AI does not have an answer it passes the conversation to the firm’s team. “If AI doesn't have the answer, it passes the conversation to your team right when it's needed.” https://intaker.com/home/products/ai-texting-agent.html (checked 2026-11-07)
194. Intaker uses AI to qualify leads and then triggers outreach automatically for the ones that qualify. “Use AI to qualify leads, then trigger custom outreach automatically for the ones that matter.” https://intaker.com/home/products/workflows.html (checked 2026-11-07)
195. 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. https://intaker.com/home/ (checked 2026-11-07)
196. 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.” https://intaker.com/home/ (checked 2026-11-07)
197. 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.” https://intaker.com/home/personal-injury.html (checked 2026-11-07)
198. 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.” https://intaker.com/home/personal-injury.html (checked 2026-11-07)
199. Intaker states the Communications Hub tracks the client journey from first message to signed client with pipeline views and real-time analytics. “Track the entire client journey from first message to signed client using pipeline views and real-time analytics.” https://intaker.com/home/products/communications-hub.html (checked 2026-11-07)
200. Intaker’s Communications Hub unifies chat, text, email, calls and tasks in one inbox. “Unify team communication across chat, text, email, calls, and tasks” https://intaker.com/home/products/communications-hub.html (checked 2026-11-07)
201. 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” https://intaker.com/home/partnerships.html (checked 2026-11-07)
202. Intaker’s pages do not describe a lead score or grade applied to every contact. Not publicly disclosed on the pages checked. https://intaker.com/home/ (checked 2026-11-07)
203. Intaker’s help center doesn’t list an MCP server for connecting AI tools such as Claude or ChatGPT. Not publicly disclosed on the pages checked. https://help.intaker.com/ (checked 2026-11-08)
204. Intaker states the firm can see where leads come from, what is working and how the team performs in one place. “See where leads are coming from, what's working, and how your team is performing, all in one place.” https://intaker.com/home/products/communications-hub.html (checked 2026-11-07)
205. 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. https://intaker.com/home/ (checked 2026-11-07)
206. Intaker’s pages do not describe work on being found or cited in AI answers. Not publicly disclosed on the pages checked. https://intaker.com/home/ (checked 2026-11-07)
207. Live Call Connect calls are recorded, transcribed and summarized automatically. “Analyze every Live Call Connect interaction with automatic recording, transcription, and summaries.” https://intaker.com/home/products/website-chat.html (checked 2026-11-07)
208. Intaker does not publish a pricing page or current plan prices on its product pages. Not publicly disclosed on the pages checked. https://intaker.com/home/ (checked 2026-11-07)
209. Intaker publishes no plan price, setup fee, overage rate or contract term on its marketing pages. Not publicly disclosed on the pages checked. https://intaker.com/home/ (checked 2026-11-08)
210. 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” https://blog.intaker.com/blog/live-chat-for-law-firms-free-vs-paid (checked 2026-11-07)
211. Intaker’s terms say its fees vary with usage, are set out on its website and can change without notice. “The fees owned for the use of the Enhanced Services are set forth on The Company’s website and are subject to change without notice. License fees vary depending on the usage of the Services.” https://intaker.com/home/terms.html (checked 2026-11-08)
212. 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)” https://help.intaker.com/article/understanding-usage-and-visitor-limits (checked 2026-11-07)
213. Intaker’s terms say a firm can change its plan or stop using the service at any time, and that removing payment details stops the next charge. “You may change your plan or stop using our Services at any time.” https://intaker.com/home/terms.html (checked 2026-11-08)
214. The subscription period is whatever the firm selects at registration, and its fees are owed whether or not the service is used. “as selected by you during your registration of the Enhanced Services (“Subscription Period”)” https://intaker.com/home/terms.html (checked 2026-11-08)
215. 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.” https://intaker.com/home/terms.html (checked 2026-11-07)
216. 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. https://intaker.com/home/terms.html (checked 2026-11-07)
217. The terms refer to a monthly payment plan as one way to sign up. “If You signed up for a monthly payment plan, Your monthly billing date will be determined based on the day of the month You purchase the Services.” https://intaker.com/home/terms.html (checked 2026-11-08)
218. Intaker lists chat, text, Google LSA messages, WhatsApp, Meta and phone as the channels it captures leads from. “Reach high-intent prospects across chat, text, LSA, WhatsApp, Meta, and phone” https://intaker.com/home/ (checked 2026-11-07)
219. 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.” https://intaker.com/home/terms.html (checked 2026-11-07)
220. SMB Team describes AI Workforce Pro as firm-wide AI infrastructure with 60+ agents working inside the systems the firm already uses. “AI Workforce Pro is the AI infrastructure your whole firm runs on, with 60+ agents working inside the systems you already pay for.” https://smbteam.com/aios/law-firm-ai-workforce-pro/ (checked 2026-11-07)
221. AI Workforce Pro’s skill library includes qualifying and scoring inbound leads, pushing them into the firm’s CRM and running follow-up sequences. “Qualify and score inbound leads, push them into your CRM at the right stage, run follow-up sequences that actually get sent, recover no-shows” https://smbteam.com/aios/law-firm-ai-workforce-pro/inside/ (checked 2026-11-07)
222. SMB Team describes AI Workforce Pro as a browser-based AI workspace built for businesses, with a focus on law firms. “AI Workforce Pro is a secure, browser-based AI workspace built for businesses, with a focus on law firms.” https://smbteam.com/ai-workforce-pro-help-faq/ (checked 2026-11-09)
223. IntakeOS provides its CRM and intake platform through a partnership with SMB Team’s sister company Attorney Fuel. “Through a partnership with our sister company, Attorney Fuel, IntakeOS provides structured workflows, automated follow-up, lead tracking, and real-time visibility into team performance.” https://smbteam.com/intake-os/ (checked 2026-11-07)
224. SMB Team’s pages do not describe AI voice agents or an AI receptionist that SMB Team provides to answer a firm’s calls. Not publicly disclosed on the pages checked. https://smbteam.com/ (checked 2026-11-07)
225. IntakeOS offers human intake support through trained virtual assistants from SMB Team’s sister company Attorney Assistant. “Professionally trained virtual assistants (VAs) extend team capacity without the hassle of hiring and adding internal overhead.” https://smbteam.com/intake-os/ (checked 2026-11-07)
226. IntakeOS includes sales training for the firm’s intake team, delivered through its Elite Coaching program. “High-impact law firm sales training delivered through Elite Coaching transforms your intake team from “order takers” to revenue drivers.” https://smbteam.com/intake-os/ (checked 2026-11-07)
227. AI Workforce Pro connects to Clio, Clio Grow, MyCase, Filevine, PracticePanther, Lawmatics, Attorney Fuel and QuickBooks, among others. “Securely connect Clio, Clio Grow, MyCase, Filevine, PracticePanther, Lawmatics and Attorney Fuel for matters and intake, QuickBooks for billing and trust” https://smbteam.com/aios/law-firm-ai-workforce-pro/ (checked 2026-11-07)
228. SMB Team’s pages do not describe MCP access or making a firm’s data available inside ChatGPT or Claude through the Model Context Protocol. Not publicly disclosed on the pages checked. https://smbteam.com/ (checked 2026-11-07)
229. SMB Team’s site doesn’t list an MCP server for connecting AI tools such as Claude or ChatGPT. Not publicly disclosed on the pages checked. https://smbteam.com/ (checked 2026-11-08)
230. LeadsOS states it reports acquisition costs including cost-per-lead and cost-per-signed-case. “LeadsOS provides total transparency into your acquisition costs, such as cost-per-lead and cost-per-signed-case, allowing you to scale what works and cut what doesn’t.” https://smbteam.com/law-firm-marketing/ (checked 2026-11-07)
231. SMB Team manages ChatGPT Ads for law firms and builds a dedicated landing page and call-tracking number for them. “A dedicated landing page and a ChatGPT-specific call-tracking number mean you see what’s actually driving leads.” https://smbteam.com/law-firm-marketing/chatgpt-ads/ (checked 2026-11-07)
232. SMB Team offers SEO plus answer engine optimization aimed at being cited by Gemini, ChatGPT and featured snippets. “We format your data and content so these “Answer Engines” (like Gemini, ChatGPT, and Featured Snippets) pull your law firm as the definitive source for the answer.” https://smbteam.com/law-firm-marketing/search-optimization/ (checked 2026-11-07)
233. Paid social includes weekly performance checks and monthly ROI reporting and strategy. “Weekly Health Performance Checks ... Monthly ROI Performance Reporting & Strategy” https://smbteam.com/law-firm-marketing/social-media/ (checked 2026-11-07)
234. SMB Team states it connects Meta, PPC and LSA in one unified dashboard and uses a proprietary dashboarding tool with call monitoring. “we can connect Meta, PPC, and LSA in one unified dashboard.” https://smbteam.com/law-firm-marketing/google-lsa/ (checked 2026-11-07)
235. SMB Team does not publish prices for LeadsOS marketing, IntakeOS, ProfitOS or FreedomOS. Not publicly disclosed on the pages checked. https://smbteam.com/ (checked 2026-11-07)
236. AI Workforce Pro is $350 a user a month for 1 to 4 users on a month-to-month agreement, with 1M AI credits a user each month. “1–4 Users $350 per user, per month Monthly AI credits: 1M per user, every month Month-to-month agreement Cancel or add seats at any time” https://smbteam.com/aios/law-firm-ai-workforce-pro/pricing/ (checked 2026-11-07)
237. SMB Team’s Terms and Conditions state a Service Agreement term of one year, renewing for one-year periods, unless the agreement states otherwise. “the term of the Parties’ Service Agreement will be one year from the execution thereof (the “Original Term”) and will continue for one-year periods” https://smbteam.com/terms-and-conditions/ (checked 2026-11-07)
238. The Terms and Conditions state a Service Agreement may not be terminated during the Original Term. “This Service Agreement may not be terminated during the Original Term.” https://smbteam.com/terms-and-conditions/ (checked 2026-11-07)
239. SMB Team’s pages do not describe AI revenue forecasting from a firm’s pipeline history. Not publicly disclosed on the pages checked. https://smbteam.com/ (checked 2026-11-07)
240. Grow Law states an AI screening system scores inbound inquiries and filters unqualified contacts before they reach the firm’s intake team. “Our AI screening system reviews every inbound inquiry, scores leads by case type and practice area fit, and filters out unqualified contacts before they reach your intake team.” https://growlaw.co/law-firm-ppc (checked 2026-11-07)
241. Grow Law states every lead is recorded and scored by AI in its Growth Portal so the firm’s intake team knows who to pursue. “Every lead is recorded and scored by AI, so your intake knows exactly who to pursue.” https://growlaw.co/attorney-lead-generation (checked 2026-11-07)
242. Grow Law’s pages do not describe AI agents that call, text or email leads, AI voice agents that answer calls, or an AI assistant for the attorney, as services Grow Law provides. Not publicly disclosed on the pages checked. https://growlaw.co/ (checked 2026-11-07)
243. Grow Law states it benchmarks response, follow-up and lead-to-case conversion so the client firm’s team can see where prospects are lost. “Response, follow-up, and lead-to-case conversion are benchmarked so your team can see where good prospects are lost.” https://growlaw.co/ (checked 2026-11-07)
244. Grow Law’s pages do not describe call answering, live intake staffing, chat staffing or lead follow-up as a service Grow Law provides. Not publicly disclosed on the pages checked. https://growlaw.co/company-facts (checked 2026-11-07)
245. Grow Law offers a proprietary Growth Portal (portal.growlaw.co) showing lead quality, signed cases, cost and AI visibility. “Our Proprietary Growth Portal is one live view of lead quality, signed cases, cost, and AI visibility.” https://growlaw.co/ (checked 2026-11-07)
246. Grow Law states the Growth Portal can connect to a firm’s CRM to trace performance from source to signed case, but does not name supported CRMs beyond a Clio example in its website cost calculator. “When connected to a firm’s CRM and marketing data, it is designed to help the firm trace performance from source to qualified lead and signed case.” https://growlaw.co/company-facts (checked 2026-11-07)
247. Grow Law’s pages do not describe a CRM that Grow Law provides; the Growth Portal is described as a reporting view that connects to the firm’s own CRM. Not publicly disclosed on the pages checked. https://growlaw.co/ (checked 2026-11-07)
248. Grow Law’s site doesn’t list an MCP server for connecting AI tools such as Claude or ChatGPT. Not publicly disclosed on the pages checked. https://growlaw.co/ (checked 2026-11-08)
249. Grow Law’s PPC plans include automated lead tracking with CallRail call tracking. “Automated Lead Tracking (Including $100 for CallRail Call Tracking)” https://growlaw.co/pricing-ppc (checked 2026-11-07)
250. Grow Law states signed cases are verified in the client’s CRM and tied back to spend. “Signed cases are verified in your CRM and tied back to spend.” https://growlaw.co/ (checked 2026-11-07)
251. Grow Law offers generative engine optimization (GEO) aimed at visibility and citation in ChatGPT, AI Overviews, Gemini and Perplexity. “GEO for law firms improves how AI platforms like ChatGPT, AI Overviews, Gemini, and Perplexity discover and cite your law practice.” https://growlaw.co/generative-engine-optimization (checked 2026-11-07)
252. Grow Law states its GEO tracking uses a fixed set of 10 practice-area prompts per project, rerun monthly and reported per platform. “Each project gets a fixed set of 10 practice-area prompts, built around the firm’s services, city and state.” https://growlaw.co/generative-engine-optimization (checked 2026-11-07)
253. Grow Law’s free AI Grader (AI Search Grader, AI Visibility Report) runs 30 AI queries across ChatGPT, Perplexity, Google AI Overview and Gemini for the firm’s practice areas, city and state. “AI Grader is a first-of-its-kind tool built exclusively for law firms. It checks what happens when people ask AI assistants for lawyer recommendations in your city and state.” https://ai.growlaw.co/ (checked 2026-11-07)
254. Grow Law states its GEO measurement tracks AI-referral sessions, assisted conversions, calls and forms from tagged landing paths and related CRM outcomes, where platforms make it detectable. “Where platforms make it detectable, we track your AI-referral sessions, assisted conversions, and calls or form submissions from tagged landing paths, along with related CRM outcomes.” https://growlaw.co/generative-engine-optimization (checked 2026-11-09)
255. Grow Law states its personal injury GEO connects AI-driven visibility to qualified leads and signed cases where attribution allows. “Where attribution allows, we connect AI-driven visibility to qualified leads and signed cases, beyond just visibility metrics alone.” https://growlaw.co/geo-for-personal-injury-lawyers (checked 2026-11-09)
256. Grow Law states its family law GEO connects consultation requests and retained matters back to AI-referral traffic. “Consultation requests and retained matters connected back to AI-referral traffic.” https://growlaw.co/geo-for-family-lawyers (checked 2026-11-09)
257. Grow Law states its immigration GEO tracks consultations and signed cases back to their intake source where that information is available. “We track consultations and signed cases back to their intake source (where that information is available). This connects visibility work to actual client activity” https://growlaw.co/geo-for-immigration-lawyers (checked 2026-11-09)
258. Grow Law states its criminal defense GEO tracks leads or signed cases connected to AI-referral traffic where attribution allows. “Where attribution allows, we track leads or signed cases connected to AI-referral traffic, reported transparently when attribution isn’t available.” https://growlaw.co/geo-for-criminal-defense-lawyers (checked 2026-11-09)
259. Grow Law states its employment law GEO maps AI-driven traffic to qualified inquiries and retained cases where the firm’s intake system allows. “Wherever your intake system allows, we map AI-driven traffic directly to qualified employment law inquiries and retained cases.” https://growlaw.co/geo-for-employment-lawyers (checked 2026-11-09)
260. Grow Law states monthly performance review sessions are mandatory for clients. “Our monthly performance reviews are mandatory because we can’t do our jobs without your input.” https://growlaw.co/pricing-seo (checked 2026-11-07)
261. Between monthly reviews, clients log in to the Growth Portal for qualified leads per channel, cost per lead, opportunity value and ROI, updated in real time. “Between monthly review meetings, log in to the Growth Portal to see your qualified leads per channel, cost per lead, opportunity value, and ROI.” https://growlaw.co/law-firm-ppc (checked 2026-11-07)
262. The Growth Portal shows leads, spend, ROI and projected revenue live. “Log in to our Growth Portal anytime and see your leads, spend, ROI, and projected revenue, live.” https://growlaw.co/attorney-lead-generation (checked 2026-11-07)
263. Grow Law says the prices shown for its SEO packages are starting points. “The prices shown for each SEO package are starting points.” https://growlaw.co/pricing-seo (checked 2026-11-08)
264. Grow Law finalizes exact SEO scope and pricing after a discovery call. “the exact scope and pricing are only finalized after your Discovery Call” https://growlaw.co/pricing-seo (checked 2026-11-08)
265. Grow Law says PPC cost depends on the firm’s market, practice area and campaign scope. “The cost of PPC for lawyers depends on your market, practice area, and campaign scope.” https://growlaw.co/law-firm-ppc (checked 2026-11-08)
266. Grow Law’s pricing page lists every plan, including PPC, website design and the All-Access Pass, as a "From" price. “From $1,450/mo includes PPC Campaign Setup” https://growlaw.co/pricing (checked 2026-11-08)
267. Grow Law states it charges no setup fee and clients can cancel anytime. “$0 setup. Cancel anytime.” https://growlaw.co/ (checked 2026-11-07)
268. Grow Law states PPC ad spend is separate from its fee and is billed directly to the client’s own Google Ads account. “Ad spend is separate, billed directly to your own Google Ads account, and controlled entirely by you.” https://growlaw.co/law-firm-ppc (checked 2026-11-07)
269. Grow Law states it has no long-term contracts and operates month-to-month. “No Long-Term Contracts We operate month-to-month.” https://growlaw.co/personal-injury-lawyer-seo (checked 2026-11-08)
270. Grow Law states there are no long-term contracts holding a firm in place, and describes its engagements as month-to-month. “Your leads, content, website, and data are 100% yours. No long-term contracts holding you in place.” https://growlaw.co/criminal-defense-lawyer-seo (checked 2026-11-07)
271. Grow Law publishes no exit fee, early termination fee or payment of a remaining term, and no minimum term for its services. Not publicly disclosed on the pages checked. https://growlaw.co/terms-of-use (checked 2026-11-08)
272. PPC management is $1,450 per month for up to $10k in ad spend and 15% of ad spend above that. “$1,450 per month for up to $10k in monthly ad spend. Above $10k, the investment is to 15% of your monthly ad spend.” https://growlaw.co/pricing-ppc (checked 2026-11-07)
273. Grow Law’s SEO growth plans start at $2,500 (Steady Growth), $3,500 (Faster) and $5,000 (Full Speed) a month. “From $2,500/mo* ... From $3,500/mo* ... From $5,000/mo*” https://growlaw.co/pricing-seo (checked 2026-11-07)
274. FirmPilot’s pages do not describe AI agents that call, text or email a lead toward a booked meeting alongside the firm’s team. Not publicly disclosed on the pages checked. https://firmpilot.com/sitemap_index.xml (checked 2026-11-07)
275. FirmPilot’s pages do not describe an AI voice agent or AI call answering. Not publicly disclosed on the pages checked. https://firmpilot.com/sitemap_index.xml (checked 2026-11-07)
276. FirmPilot states it works with the firm’s intake team to learn which leads became opportunities or signed cases. “We work closely with your intake team to determine which leads turned into real opportunities or signed cases.” https://firmpilot.com/services/ppc/ (checked 2026-11-07)
277. FirmPilot states campaign landing pages filter unqualified users and lead quality is monitored through client feedback and offline conversion tracking. “Each page is custom-built for its campaign to filter unqualified users. Lead quality is continually monitored through client feedback and offline conversion tracking.” https://firmpilot.com/services/ppc/ (checked 2026-11-07)
278. FirmPilot’s pages do not describe call answering, live chat, booking, texting or follow-up with inquiries as a FirmPilot service. Not publicly disclosed on the pages checked. https://firmpilot.com/sitemap_index.xml (checked 2026-11-07)
279. FirmPilot states it integrates with the firm’s CRM and intake systems to connect marketing to retained clients. “FirmPilot integrates with your CRM and intake systems to connect marketing performance directly to retained clients.” https://firmpilot.com/practice-area/mid-to-large-law/ (checked 2026-11-07)
280. FirmPilot states it works with a wide range of CRM and intake systems and can assist with custom integrations. “Yes, FirmPilot works with a wide range of CRM and intake systems. If needed, our technical team can assist with custom workflows or reporting integrations.” https://firmpilot.com/services/seo/ (checked 2026-11-07)
281. FirmPilot’s pages do not describe a CRM, inbox or booking tool of its own. Not publicly disclosed on the pages checked. https://firmpilot.com/sitemap_index.xml (checked 2026-11-07)
282. FirmPilot states its dashboards track ROI in real time, with no monthly reports to wait on. “Our no-nonsense dashboards let you easily track ROI and measure the impact of every dollar you’ve spent, all in real time. No spreadsheets. No waiting on monthly reports.” https://firmpilot.com/services/ (checked 2026-11-07)
283. FirmPilot’s site doesn’t list an MCP server for connecting AI tools such as Claude or ChatGPT. Not publicly disclosed on the pages checked. https://www.firmpilot.com/ (checked 2026-11-08)
284. FirmPilot states a retained client can be traced back to the search that started it once the firm’s CRM or intake system is integrated. “Integrate with your CRM or intake system and you can trace a retained client back to the exact search that started it.” https://firmpilot.com/practice-area/solo-law-firms/ (checked 2026-11-07)
285. FirmPilot states it prepares the firm’s site and content for Generative Engine Optimization so the firm is cited by ChatGPT and Google AI Overviews. “We prepare your website and content for Generative Engine Optimization (GEO), ensuring your firm is cited, quoted, and recommended by AI systems such as ChatGPT and Google’s AI Overviews.” https://firmpilot.com/services/seo/ (checked 2026-11-07)
286. FirmPilot states its AI creates content for the firm’s practice areas, location and client needs, optimized for search and AI results. “Optimized for search and AI results, FirmPilot’s AI creates content specific to your practice areas, location, and client needs.” https://firmpilot.com/services/seo/ (checked 2026-11-07)
287. FirmPilot states its Competitive Blueprinting crawls competitor activity every 90 minutes. “We crawl competitor activity every 90 minutes to map your marketing landscape, uncover untapped SEO, GEO, and ad opportunities, and keep you one step ahead.” https://firmpilot.com/services/ (checked 2026-11-07)
288. FirmPilot states the dashboard shows lead volume, keyword rankings, ad performance and ROI indicators. “Your dashboard includes clear metrics on lead volume, keyword rankings, ad performance, and ROI indicators.” https://firmpilot.com/how-firmpilot-works/ (checked 2026-11-07)
289. FirmPilot publishes three plans, Lite at $4,250, Firm at $6,900 and Premium at $9,250 a month. “Lite $4,250 per month ... Firm $6,900 per month ... Premium $9,250 per month” https://firmpilot.com/pricing/ (checked 2026-11-07)
290. Each of FirmPilot’s three published plans shows a fixed monthly fee and a contact link in place of a feature list. “Lite $4,250 per month Contact us to learn more” https://firmpilot.com/pricing/ (checked 2026-11-08)
291. FirmPilot describes its pricing as flat monthly subscription fees. “flat monthly subscription fees that allow firms to immediately reduce marketing overhead and the need for multiple vendors.” https://firmpilot.com/pricing/ (checked 2026-11-07)
292. FirmPilot states it charges a flat monthly fee with no ad spend markup. “FirmPilot charges a flat monthly fee with no ad spend markup.” https://firmpilot.com/services/ (checked 2026-11-07)
293. FirmPilot publishes no list of what each plan includes, no setup or onboarding fee (or that there is none), no add-on prices and no statement that ad spend is billed separately. Not publicly disclosed on the pages checked. https://firmpilot.com/pricing/ (checked 2026-11-08)
294. FirmPilot’s pages do not describe AI credits, calling minutes or texts included in a plan. Not publicly disclosed on the pages checked. https://firmpilot.com/sitemap_index.xml (checked 2026-11-07)
295. FirmPilot’s stated contract options are a 6-month agreement or a 12-month commitment. “You can start with a 6-month agreement or commit to 12 months for added savings.” https://firmpilot.com/services/seo/ (checked 2026-11-08)
296. FirmPilot states clients start with a 6-month agreement or commit to 12 months for added savings. “You can start with a 6-month agreement or commit to 12 months for added savings. Many clients begin at 6 months and extend once they see the results.” https://firmpilot.com/services/seo/ (checked 2026-11-07)
297. FirmPilot’s pages do not state a month-to-month option, setup fees or cancellation notice terms. Not publicly disclosed on the pages checked. https://firmpilot.com/sitemap_index.xml (checked 2026-11-07)
298. FirmPilot states legal-specific AI agents optimize PPC bidding, targeting and ad creative automatically. “We use legal-specific AI agents to automatically optimize bidding, targeting, and ad creative, ensuring your budget goes toward clicks that actually convert.” https://firmpilot.com/services/ppc/ (checked 2026-11-07)
299. FirmPilot’s pages do not state who owns the ad accounts, content or data when an engagement ends, or what leaves with the firm. Not publicly disclosed on the pages checked. https://firmpilot.com/sitemap_index.xml (checked 2026-11-07)
300. 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.” https://smith.ai/ai-receptionist (checked 2026-11-07)
301. The AI Receptionist is described as screening callers by matter type, booking into the case management system and following up. “Screen every caller by matter type, book consults into your case management system, and follow up before any of your competitors.” https://smith.ai/ai-receptionist (checked 2026-11-07)
302. Smith.ai states the AI Receptionist scores each lead against the firm’s criteria and routes high-potential prospects with context. “The AI Receptionist scores each lead based on your criteria and routes high-potential prospects directly to appropriate sales team members with complete context.” https://smith.ai/company/enterprise (checked 2026-11-07)
303. Smith.ai sells live-staffed website chat, with plans from $140 a month for 20 chats. “Plans starting at $140 Per month 20 Chats per month” https://smith.ai/chat (checked 2026-11-07)
304. Outreach campaigns are made by sales-trained agents using AI-driven workflows, with five calls per contact and multi-channel touchpoints. “Our sales-trained agents engage, nurture & convert your leads with AI-driven workflows to maximize results. ... Five calls per contact with multi-channel engagement for added touchpoints.” https://smith.ai/outreach-campaigns (checked 2026-11-07)
305. The AI Receptionist has a free tier of 25 live calls a month, every month. “25 live calls / month, free every month” https://smith.ai/ai-receptionist (checked 2026-11-07)
306. Quality Studio lets a firm set goals and run up to 50 simulated call scenarios a month for free before going live. “Set your goals, run up to 50 simulated scenarios/month for free, and see exactly how your AI handles them before going live.” https://smith.ai/ai-receptionist (checked 2026-11-07)
307. The AI Receptionist is month-to-month on self-serve plans, with live-agent involvement sold as a per-call add-on. “Month-to-month, no contract on self-serve plans. Live agent involvement available as a per-call add-on on any plan.” https://smith.ai/ai-receptionist (checked 2026-11-07)
308. The AI Receptionist is month-to-month with no long-term contract, and cancellation needs 30 days’ notice. “AI Receptionist is a month-to-month service. ... If you ever cancel, we need 30 days' notice, and then you're done.” https://smith.ai/pricing/ai-receptionist (checked 2026-11-07)
309. 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” https://smith.ai/receptionists (checked 2026-11-07)
310. 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.” https://smith.ai/pricing/receptionists (checked 2026-11-07)
311. 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.” https://smith.ai/pricing/receptionists (checked 2026-11-07)
312. 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.” https://smith.ai/pricing/receptionists (checked 2026-11-07)
313. 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. https://smith.ai/ (checked 2026-11-07)
314. Smith.ai integrates natively with Clio, MyCase, Lawmatics and Filevine. “We integrate natively with Clio, MyCase, Lawmatics, Filevine” https://smith.ai/receptionists (checked 2026-11-07)
315. 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.” https://smith.ai/integrates-with/clio-grow (checked 2026-11-07)
316. 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. https://smith.ai/ (checked 2026-11-07)
317. The AI Receptionist dashboard shows call volume, appointments scheduled and AQI quality scores over time. “See how your AI Receptionist is performing over time through call volume, appointments scheduled, AQI scores, and more.” https://smith.ai/ai-receptionist (checked 2026-11-07)
318. Smith.ai’s site and help docs don’t list an MCP server for connecting AI tools such as Claude or ChatGPT. Not publicly disclosed on the pages checked. https://docs.smith.ai/ (checked 2026-11-08)
319. Inbound call tracking numbers are sold at $5 a month each for marketing campaigns. “Inbound call tracking numbers $5.00 Get the most out of your marketing campaigns with tracking numbers.” https://smith.ai/pricing/receptionists (checked 2026-11-07)
320. Smith.ai’s pages do not describe work on being found or cited in AI answers for the firm’s pages. Not publicly disclosed on the pages checked. https://smith.ai/ (checked 2026-11-07)
321. Smith.ai prices Hybrid, its AI and live-agent mix, from about $2.50 a call, with the rate depending on how many calls go to live agents. “Smith.ai Hybrid starts at about $2.50 per call. Your price depends on how many of your calls go to live agents.” https://smith.ai/pricing/hybrid-ai-human-receptionists (checked 2026-11-08)
322. Hybrid’s per-call rates are given as approximate figures, about $4.80 for a call that goes to a live agent and about $1.80 for one the AI keeps. “New clients go to a live agent (about $4.80 per call); existing clients and all other calls stay with AI (about $1.80 per call).” https://smith.ai/pricing/hybrid-ai-human-receptionists (checked 2026-11-08)
323. Smith.ai’s homepage gives per-call ranges for its three ways of answering, Hybrid about $2 to $5 a call. “AI Receptionist runs about $1–2 per call, Virtual Receptionist about $6–10 per call, and Hybrid about $2–5 per call.” https://smith.ai/ (checked 2026-11-08)
324. 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” https://smith.ai/pricing/receptionists (checked 2026-11-07)
325. 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)” https://smith.ai/pricing/ai-receptionist (checked 2026-11-09)
326. Virtual Receptionist plans state no setup fees and no hidden fees. “No setup fees No overseas agents No hidden fees No charge for spam” https://smith.ai/pricing/receptionists (checked 2026-11-08)
327. The first CRM integration is free and each additional CRM costs $0.50 a call. “($0.50/call per additional CRM)” https://smith.ai/pricing/receptionists (checked 2026-11-08)
328. AI Receptionist plans state no setup fees and no contracts, and overages can be switched on or off. “No setup fees, no contracts to sign Overages toggle on or off” https://smith.ai/ai-receptionist (checked 2026-11-08)
329. The AI Receptionist pricing page states the per-call rate for calls over each plan’s quota. “Extra per real call rate $3.00 $2.50 $2.30” https://smith.ai/pricing/ai-receptionist (checked 2026-11-08)
330. Handing an AI Receptionist call to a live agent costs $3 extra. “Human escalation $3 extra” https://smith.ai/ (checked 2026-11-08)
331. Staffed website chat states no setup fees, no annual contracts and no hidden fees. “No setup fees No annual contracts No hidden fees” https://smith.ai/pricing/chat (checked 2026-11-08)
332. Virtual Receptionist plans are month-to-month, billed through the end of the current cycle on cancellation, with a 10% discount for a 12-month subscription. “Smith is a month-to-month service. This means there aren't any long term contracts. ... We offer a 10% discount for subscribing for 12 months.” https://smith.ai/pricing/receptionists (checked 2026-11-07)
333. Hybrid is month to month with no long-term contract, and cancelling takes 30 days’ notice. “Hybrid is a month-to-month service with no long-term contract. To cancel, give us 30 days’ notice.” https://smith.ai/pricing/hybrid-ai-human-receptionists (checked 2026-11-08)
334. Smith.ai’s terms offer receptionist plans and rates on a month-to-month subscription basis. “Smith.ai offers “Receptionist Service Plans” and rates on a month-to-month subscription basis” https://smith.ai/receptionists/terms (checked 2026-11-08)
335. The terms require cancellation at least 30 days before the end of the current cycle, or the next month is billed. “Cancellation must be made at least thirty (30) days prior to the end of the current subscription cycle.” https://smith.ai/receptionists/terms (checked 2026-11-08)
336. Long-term plans are an option, a prepaid 6-month, one-year or two-year commitment in exchange for a discount. “By signing up for the annual plan, you agree to a 6-month, one year, or two year commitment, prepaid and non-refundable.” https://smith.ai/receptionists/terms (checked 2026-11-08)
337. Chat has no cancellation fee; a firm finishes its prepaid month after 30 days’ notice. “Is there a cancellation fee? No way. With no annual contract, when you cancel, you just finish out your current month” https://smith.ai/pricing/chat (checked 2026-11-08)
338. 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.” https://smith.ai/hybrid-ai-human-receptionists (checked 2026-11-07)
339. Smith.ai states callers will know they are speaking to AI, and greetings can introduce the service transparently. “Yes. AI Receptionist uses a conversational voice, and businesses can customize greetings to introduce the service transparently and professionally.” https://smith.ai/ai-receptionist (checked 2026-11-07)
340. 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.” https://smith.ai/blog/5-reasons-to-invest-in-an-answering-service-for-your-law-firm (checked 2026-11-09)
341. A Smith.ai blog post states virtual receptionist pricing starts at $285 a month, against $300 on the pricing page. “Smith.ai's virtual receptionist pricing starts at $285/month for the live agent plan” https://smith.ai/blog/lex-reception-alternative-law-firms (checked 2026-11-09)
342. LawLytics’ pages do not describe AI agents that call, text or follow up with a firm’s leads alongside its team. Not publicly disclosed on the pages checked. https://www.lawlytics.com/ (checked 2026-11-07)
343. LawLytics’ pages do not describe AI voice agents, a receptionist or call answering. Not publicly disclosed on the pages checked. https://www.lawlytics.com/ (checked 2026-11-07)
344. Every form submission on the site is logged as a lead, showing who reached out and from which page. “Every form submission on your site is logged as a lead, so you can see who reached out and from which page.” https://www.lawlytics.com/get-started (checked 2026-11-07)
345. LawLytics’ pages do not describe booking pages, scheduling or calendar sync. Not publicly disclosed on the pages checked. https://www.lawlytics.com/ (checked 2026-11-07)
346. LawLytics’ pages do not describe a CRM, lead scoring, or named integrations with practice management or intake software. Not publicly disclosed on the pages checked. https://www.lawlytics.com/ (checked 2026-11-07)
347. LawLytics’ site doesn’t list an MCP server for connecting AI tools such as Claude or ChatGPT. Not publicly disclosed on the pages checked. https://www.lawlytics.com/ (checked 2026-11-08)
348. LawLytics’ pages do not describe tracing a signed client or revenue to the marketing source that produced it. Not publicly disclosed on the pages checked. https://www.lawlytics.com/ (checked 2026-11-07)
349. Each page is built in a structure LawLytics says AI assistants such as ChatGPT can quote and cite. “Each page is built in a structure that AI assistants like ChatGPT can quote and cite when someone asks about your practice.” https://www.lawlytics.com/content (checked 2026-11-07)
350. Leads and reviews appear in the firm’s dashboard as they happen rather than in a monthly summary. “Every lead and every review, visible in your dashboard the moment it happens, instead of summarized for you once a month.” https://www.lawlytics.com/why-lawlytics (checked 2026-11-07)
351. Starter is $99 a month, month to month, with a move up to Growth available at any time. “Starter is $99 a month, month to month, and you can move up to Growth at any time during your trial or after it.” https://www.lawlytics.com/pricing (checked 2026-11-07)
352. Growth is $249 a month, billed annually, with up to 100 pages. “Growth $ 249 /mo billed annually Up to 100 pages” https://www.lawlytics.com/pricing (checked 2026-11-07)
353. Pro is $499 a month and Elite $1,249 a month, both billed annually, with up to 1,000 and 3,000 pages. “Pro $ 499 /mo billed annually Up to 1,000 pages ... Elite $ 1249 /mo billed annually Up to 3,000 pages” https://www.lawlytics.com/pricing (checked 2026-11-07)
354. Growth is $299 a month billed monthly, beside $249 a month billed annually. “Growth $ 299 /mo billed monthly Up to 100 pages” https://www.lawlytics.com/pricing (checked 2026-11-08)
355. Pro is $599 and Elite $1,499 a month billed monthly. “Pro $ 599 /mo billed monthly Up to 1,000 pages ... Elite $ 1499 /mo billed monthly Up to 3,000 pages” https://www.lawlytics.com/pricing (checked 2026-11-08)
356. Pro is open only to Legacy Members moving from Classic, and Elite is not yet open to any clients. “Pro is open now only to Legacy Members moving from Classic, and Elite is not yet open to any clients” https://www.lawlytics.com/pricing (checked 2026-11-07)
357. Importing an existing site starts at $449 outside the free window; a site the AI builds from scratch has no import fee. “Outside that window, migrating an existing site starts at $449. A site your AI builds from scratch never has an import fee.” https://www.lawlytics.com/pricing (checked 2026-11-07)
358. An import outside the free window is quoted per site before the fee is charged. “We quote your specific site first, so you will know the exact number before the fee is charged.” https://www.lawlytics.com/pricing (checked 2026-11-08)
359. When a firm’s AI credits run out, AI features stop until the next allocation unless it buys additional credits. “when your AI Credits are used up, AI Features will be unavailable until your next allocation or until you purchase additional AI Credits” https://www.lawlytics.com/terms (checked 2026-11-08)
360. LawLytics publishes no price for additional AI credits and no credit count for any plan. Not publicly disclosed on the pages checked. https://www.lawlytics.com/pricing; https://www.lawlytics.com/get-started; https://www.lawlytics.com/terms (checked 2026-11-08)
361. The plan comparison names each plan’s AI credit pool only as Standard, Expanded, Large or Largest; allocations are set in the firm’s account. “AI credit allocations for each plan are set in your account, and annual plans include a larger allocation.” https://www.lawlytics.com/pricing (checked 2026-11-08)
362. Monthly billing is month to month; annual billing saves two months. “Billed month-to-month. Switch to annual to save two months.” https://www.lawlytics.com/pricing (checked 2026-11-08)
363. Plans run month to month unless the firm chooses annual billing for the discount. “Month to month unless you choose annual for the discount.” https://www.lawlytics.com/get-started (checked 2026-11-08)
364. Monthly billing is month to month; annual billing is a one-year commitment with a larger AI credit allocation. “Monthly billing runs month to month. Annual billing is a one-year commitment and comes with a larger AI credit allocation.” https://www.lawlytics.com/pricing (checked 2026-11-07)
365. A firm may cancel its subscription at any time from the billing section of its account. “You may cancel your Subscription at any time by initiating cancellation from the billing section of your account.” https://www.lawlytics.com/terms (checked 2026-11-08)
366. To avoid the next charge a firm must cancel at least five business days before the end of its billing cycle, and prepaid fees are non-refundable. “To avoid being charged for the next billing cycle, you must cancel at least five (5) business days before the end of your current billing cycle. ... All prepaid Fees are non-refundable” https://www.lawlytics.com/terms (checked 2026-11-07)
367. LawLytics publishes no early-termination fee, cancellation fee or payment of a remaining term for monthly billing. Not publicly disclosed on the pages checked. https://www.lawlytics.com/pricing; https://www.lawlytics.com/get-started; https://www.lawlytics.com/terms; https://www.lawlytics.com/agreement (checked 2026-11-08)
368. The AI plans the site’s pages from a library built for law firms and writes each page for the firm. “It plans the pages from a library built for law firms, then writes each one for your firm.” https://www.lawlytics.com/content (checked 2026-11-07)
369. Every AI change is shown as a redline before it goes live. “Either way you see a redline first, showing exactly what is being added, changed, or cut, next to what is already there.” https://www.lawlytics.com/product (checked 2026-11-07)
370. LawLytics’ Classic terms state it is a website platform and hosting service, not a marketing agency nor an SEO or pay-per-click advertising vendor. “LawLytics is a website platform and hosting service; we are not a marketing agency nor a search engine optimization (“SEO”) or pay-per-click (“PPC”) advertising vendor.” https://www.lawlytics.com/agreement (checked 2026-11-07)
371. Scorpion states each law firm client has a dedicated account manager and team who keep the firm updated. “You’ll have a dedicated account manager and team to handle everything and keep you updated.” https://www.scorpion.co/law-firms/ (checked 2026-11-07)

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