Best CRM for law firms

How this list was scored

Legal intake and CRM software. For a law firm whose inquiries sit unanswered for hours or days and that wants each lead followed up, booked and traced to its source, not just logged. Best means the tool that explains most fully how it answers and follows up a lead, what your team works in and how a signed client is traced to its source. What you own, how setup works and published prices and terms count too. A low price adds no points. Evidence date November 7, 2026.

Not on this list

• Practice management suites such as Clio Manage, Filevine and MyCase are not on this list yet. We have not reviewed their pages yet.
• Smith.ai and Scorpion are hybrids, not CRMs. Smith.ai answers your calls and sends the intake into the CRM you keep. Scorpion sells marketing with intake tools and a dashboard. Both are scored on the same job.
• Marketing agencies without an intake product are left off.
• Superpractice also runs ads and makes video ads starring your AI avatar. Those services are not scored here, only its CRM and the AI agents that work in it.

How to choose

• Write down what happens to a new inquiry today, hour by hour. The tool you want closes the longest gap first.
• Decide who follows up. If your team will, pick the CRM that fits how they work. If leads sit unanswered, look for AI agents that follow up under your rules.
• Check that your case management system, calendar and ad accounts are named on the vendor’s pages, not assumed.
• Ask how a signed client is traced to its source, and whether ad spend comes in automatically or your staff type it in.
• Read the terms before the demo. Check the term, renewal and notice period, and what data you can take with you.
• Bring one real week of inquiries to two demos. Watch each tool work them from first message to booked meeting.

Who should not choose Superpractice

• Your intake team already answers every inquiry within minutes and you want a system of record, not agents working alongside them.
• Most inquiries come through website chat and social DMs. Superpractice’s pages don’t describe a website chat widget.
• Filevine or Clio Manage runs your firm and you want intake built into that suite.
• You want a person, not AI, answering your phone.
• You need your CRM data kept after you leave. Superpractice’s terms say the data is yours, but you must export it before you cancel.

What should you ask any provider?

How we made this page

• Built only from each company’s public pages as of November 7, 2026. We didn’t test any product, and Superpractice has no customer, partner or affiliate tie to any company named.
• Superpractice publishes this list and ranks first on it, 91 to Clio Grow’s 86. Pricing and terms is the criterion that put it there.
• 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 because its price is quoted and cancelling mid-term makes the rest of the term due.
• Superpractice set the weights and the reading that gives an MCP server the top CRM score.
• The weights were set before any company was scored. Pricing and terms was added after the first ranking, and every company was scored again.
• Scores reflect what each company says on its own pages, not how well it performs. A higher score means fuller disclosure, not better results.
• Lead Docket’s data and contract terms come from a Filevine agreement posted on its site, so your order may differ.
• Where a company’s own pages disagree, we note both versions in its entry rather than picking one.
• Customer results and third-party ratings are not shown. Services and prices change, so confirm the details with each company.
• We work to keep this information accurate and current, but we can’t guarantee it. Companies change their services, prices and terms, so confirm the details with each company before you decide.
• Company names and trademarks belong to their owners. Naming a company here doesn’t mean it endorses Superpractice or is affiliated with it.

• November 7, 2026 First draft for review.
• November 8, 2026 Re-checked Clio’s and Lead Docket’s pages. Clio Grow attribution 2 to 4, for tracking ad spend against clients won, so it ties Lawmatics for first. Lead Docket’s Calendly scheduling and Superpractice’s data terms added. Superpractice moves from third to fourth.
• November 8, 2026 Scores now match our other ranked lists wherever the same sources apply. Smith.ai CRM and integrations rises from 1 to 2, matching the intake and AI lists. Scorpion onboarding rises from 2 to 3 for its four-to-ten-week launch timeline, matching the website list. Ranks are unchanged. Scorpion now totals 83 and Smith.ai 54.
• November 8, 2026 Credited Superpractice skills and access from other AI tools over MCP. Scores unchanged. Added Superpractice’s one-system design.
• November 8, 2026 An MCP server is now the top CRM and integrations score. Clio Grow and Superpractice 3 to 4. Superpractice moves from fourth to second, Lawmatics to third and Lead Docket to fourth.
• November 8, 2026 Added Pricing and terms at 10% and rescored the list. Superpractice moves from second to first, 2.75 points ahead of Clio Grow.
• November 9, 2026 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 88 to 91, and no rank changed. The situation picks now follow the ranking order.

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

Sources

1. [1]

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

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

   superpractice.com/pricing · checked November 7, 2026

2. [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.”

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

3. [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.”

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

4. [4]

   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.”

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

5. [5]

   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.”

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

6. [6]

   The Platform on its own includes scheduling, with meeting intelligence included and its AI reports using credits.

   “| Scheduling | Included |”

   superpractice.com/pricing · checked November 7, 2026

7. [7]

   Average matter value, lead-to-client rate and cost per signed client are recalculated when a matter signs, with no spreadsheet.

   “Average matter value, lead-to-client rate, and cost per signed client, always current, never in a spreadsheet.”

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

8. [8]

   The Platform on its own includes the CRM for firms that bring their own marketing, with unlimited seats and no platform fee or monthly minimum.

   “The CRM is included. For firms that bring their own marketing. Unlimited seats. There is no platform fee or monthly minimum”

   superpractice.com/pricing · checked November 7, 2026

9. [9]

   The Platform lists integrations with Google and Outlook calendar and email, Clio and CallRail as included.

   “| Integrations: Google and Outlook calendar and email, Clio, CallRail | Included |”

   superpractice.com/pricing · checked November 7, 2026

10. [10]

    Every Managed Ads plan includes CRM integrations, Zapier integrations and inbound and outbound webhooks.

    “| CRM integrations | Yes | Yes | Yes |”

    superpractice.com/pricing · checked November 7, 2026

11. [11]

    Every Managed Ads plan includes MCP access.

    “| MCP access | Yes | Yes | Yes |”

    superpractice.com/pricing · checked November 7, 2026

12. [12]

    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.”

    superpractice.com/features/lead-scoring · checked November 7, 2026

13. [13]

    The Platform on its own includes lead scoring, with Inbox, Contacts, Matters and Tasks included and seats unlimited.

    “| Lead scoring | Included |”

    superpractice.com/pricing · checked November 7, 2026

14. [14]

    Superpractice does not charge per seat. Seats are unlimited, so every partner, attorney and staff member can be added.

    “No. Seats are unlimited: add every partner, attorney, and staff member. You pay for the work the AI does, not for logins.”

    superpractice.com/pricing · checked November 7, 2026

15. [15]

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

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

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

16. [16]

    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.”

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

17. [17]

    Every signed client is traced back to the original source.

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

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

18. [18]

    Attribution recognizes 48 channels, including AI search referrals.

    “48 channels recognized, including AI search referrals.”

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

19. [19]

    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.”

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

20. [20]

    Rainmaker shows every channel with its spend, the revenue it produced and what each signed client cost, by sub-practice area.

    “Every channel with its spend, the revenue it produced, and what each signed client cost, broken down by sub-practice area.”

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

21. [21]

    The Platform on its own includes marketing attribution, revenue and ROAS by source and practice area, Rainmaker, Sales Intelligence and call tracking.

    “| Revenue and ROAS by source and practice area | Included |”

    superpractice.com/pricing · checked November 7, 2026

22. [22]

    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 |”

    superpractice.com/pricing · checked November 7, 2026

23. [23]

    Superpractice states no AI model is trained on data that identifies the firm, its clients or its matters, and that text AI requests have zero data retention with model providers.

    “No AI model is ever trained on data that identifies your firm, your clients, or your matters.”

    superpractice.com · checked November 7, 2026

24. [24]

    A Superpractice website is the firm’s after 12 paid months on a website plan, or sooner by buying out the remaining months at the plan’s full price. If the firm cancels earlier, the site comes down and Superpractice exports its content and lead data.

    “The site is yours after 12 paid months, or sooner if you buy out the rest of those months at your plan’s full price.”

    superpractice.com/pricing · checked November 9, 2026

25. [25]

    Under the Terms, the firm keeps ownership of its own data.

    “Customer retains its ownership rights in Customer Data”

    superpractice.com/terms · checked November 9, 2026

26. [26]

    Under the Terms, the firm must export its data before termination, and Superpractice need not keep or return it afterwards.

    “Superpractice has no obligation to retain, provide access to, or return any Customer Data or Customer Content after termination”

    superpractice.com/terms · checked November 9, 2026

27. [27]

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

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

    superpractice.com/pricing · checked November 7, 2026

28. [28]

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

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

    superpractice.com/pricing · checked November 7, 2026

29. [29]

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

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

    superpractice.com/pricing · checked November 9, 2026

30. [30]

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

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

    superpractice.com/pricing · checked November 7, 2026

31. [31]

    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 |”

    superpractice.com/pricing · checked November 7, 2026

32. [32]

    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”

    superpractice.com/pricing · checked November 7, 2026

33. [33]

    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”

    superpractice.com/pricing · checked November 7, 2026

34. [34]

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

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

    superpractice.com/pricing · checked November 9, 2026

35. [35]

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

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

    superpractice.com/pricing · checked November 7, 2026

36. [36]

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

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

    superpractice.com/pricing · checked November 7, 2026

37. [37]

    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 |”

    superpractice.com/pricing · checked November 7, 2026

38. [38]

    Lead and contact import is included on all three Managed Ads plans.

    “| Lead and contact import | Yes | Yes | Yes |”

    superpractice.com/pricing · checked November 9, 2026

39. [39]

    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.”

    superpractice.com/pricing · checked November 7, 2026

40. [40]

    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 |”

    superpractice.com/pricing · checked November 7, 2026

41. [41]

    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.”

    superpractice.com/pricing · checked November 7, 2026

42. [42]

    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”

    superpractice.com/pricing · checked November 9, 2026

43. [43]

    Under the Terms, marketing plans renew month to month until the firm cancels.

    “renews automatically on a month-to-month basis unless terminated”

    superpractice.com/terms · checked November 9, 2026

44. [44]

    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”

    superpractice.com/terms · checked November 9, 2026

45. [45]

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

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

    superpractice.com · checked November 8, 2026

46. [46]

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

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

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

47. [47]

    Voice agents pick up 24/7 and call new leads in seconds.

    “Agents pick up 24/7 and call new leads in seconds.”

    superpractice.com/features/ai-voice-agents · checked November 7, 2026

48. [48]

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

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

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

49. [49]

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

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

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

50. [50]

    Superpractice’s pages do not describe a website chat widget that captures and qualifies inquiries on the firm’s site.

    Not publicly disclosed on the pages checked.

    superpractice.com/pricing · checked November 7, 2026

51. [51]

    The Platform is month to month with no platform fee and no minimum, and a firm can stop at any time.

    “It is month to month, with no platform fee and no minimum. Stop anytime.”

    superpractice.com/pricing · checked November 7, 2026

52. [52]

    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 |”

    superpractice.com/pricing · checked November 7, 2026

53. [53]

    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.”

    clio.com/grow · checked November 7, 2026

54. [54]

    Clio Grow runs conflict checks across all of Clio.

    “Search across all of Clio for potential conflicts of interest.”

    clio.com/grow · checked November 7, 2026

55. [55]

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

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

    clio.com/grow · checked November 7, 2026

56. [56]

    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.”

    clio.com/grow · checked November 7, 2026

57. [57]

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

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

    clio.com/grow · checked November 7, 2026

58. [58]

    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”

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

59. [59]

    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.”

    clio.com/grow · checked November 7, 2026

60. [60]

    Clio states 300+ app integrations.

    “300+ App integrations that connect the tools law firms rely on”

    clio.com/features · checked November 7, 2026

61. [61]

    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.”

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

62. [62]

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

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

    clio.com/grow · checked November 7, 2026

63. [63]

    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”

    help.clio.com/hc/en-us/articles/57881711703451 · checked November 8, 2026

64. [64]

    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.”

    help.clio.com/hc/en-us/articles/57881711703451 · checked November 8, 2026

65. [65]

    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.”

    help.clio.com/hc/en-us/articles/57881711703451 · checked November 8, 2026

66. [66]

    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.”

    clio.com/grow · checked November 7, 2026

67. [67]

    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.”

    clio.com/pricing · checked November 8, 2026

68. [68]

    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.”

    clio.com/features/googles-local-services-ads · checked November 8, 2026

69. [69]

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

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

    clio.com/tos · checked November 7, 2026

70. [70]

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

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

    clio.com/tos · checked November 7, 2026

71. [71]

    Clio states customer information is not used to train third-party AI models.

    “Customer information is not used to train third-party AI models.”

    clio.com/grow · checked November 7, 2026

72. [72]

    Clio offers onboarding and training to configure intake stages, forms, templates, scheduling, communications and other Grow capabilities.

    “Clio offers onboarding and training to help firms configure intake stages, forms, templates, scheduling, communications, and other Grow capabilities”

    clio.com/grow · checked November 7, 2026

73. [73]

    Grow AI pulls the practice's information from its website to configure its own setup, which the firm then reviews.

    “Grow AI pulls your practice’s information from your website to configure its own setup and you’ll have the opportunity to make sure it all looks correct.”

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

74. [74]

    Clio offers a complimentary data migration service for many common systems, with cost varying for complex migrations.

    “Clio offers a complimentary data migration service for many common systems.”

    clio.com/data-migration · checked November 7, 2026

75. [75]

    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”

    clio.com/pricing · checked November 8, 2026

76. [76]

    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.”

    clio.com/pricing · checked November 8, 2026

77. [77]

    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.

    clio.com/pricing · checked November 8, 2026

78. [78]

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

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

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

79. [79]

    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”

    clio.com/pricing · checked November 8, 2026

80. [80]

    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.”

    clio.com/tos/product-specific-terms · checked November 8, 2026

81. [81]

    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”

    clio.com/tos · checked November 8, 2026

82. [82]

    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.”

    clio.com/pricing · checked November 8, 2026

83. [83]

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

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

    clio.com/tos · checked November 7, 2026

84. [84]

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

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

    clio.com/tos · checked November 7, 2026

85. [85]

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

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

    clio.com/tos · checked November 7, 2026

86. [86]

    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.”

    help.clio.com/hc/en-us/articles/40024979233819 · checked November 8, 2026

87. [87]

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

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

    clio.com/grow · checked November 7, 2026

88. [88]

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

    Not publicly disclosed on the pages checked.

    clio.com/grow · checked November 7, 2026

89. [89]

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

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

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

90. [90]

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

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

    clio.com/tos · checked November 7, 2026

91. [91]

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

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

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

92. [92]

    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.”

    lawmatics.com/pricing · checked November 7, 2026

93. [93]

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

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

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

94. [94]

    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.”

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

95. [95]

    Lawmatics’ client intake trends reporting shows drop-offs in the intake pipeline so the firm can improve conversion.

    “Client intake trends Spot drop-offs and refine your client intake pipeline for better conversion.”

    lawmatics.com · checked November 7, 2026

96. [96]

    Lawmatics’ KPI dashboard page shows a sample Leads at a glance dashboard reporting conversion rate alongside revenue and new clients.

    “Leads at a glance ... Conversion Rate ... Revenue ... New Clients”

    lawmatics.com/data-reporting/law-firm-kpi-dashboard · checked November 7, 2026

97. [97]

    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.”

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

98. [98]

    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”

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

99. [99]

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

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

    lawmatics.com/integrations · checked November 7, 2026

100. [100]

     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.

     help.lawmatics.com · checked November 8, 2026

101. [101]

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

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

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

102. [102]

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

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

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

103. [103]

     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”

     lawmatics.com/data-reporting/law-firm-kpi-dashboard · checked November 7, 2026

104. [104]

     The firm owns its Customer Data. Lawmatics does not use Customer Data to train or fine-tune AI models.

     “As between you and us, you own your Customer Data.”

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

105. [105]

     When a subscription ends, Customer Data stays available for electronic retrieval for 60 days, after which it may be deleted within 30 days.

     “When a subscription ends, Customer Data remains available for electronic retrieval for sixty (60) days.”

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

106. [106]

     Basic onboarding includes three 60-minute sessions, training on templated workflows, ten custom forms drafted for the firm, lead funnel activation and data migration help. Premium onboarding has six sessions and a custom training plan.

     “Three 60-minute onboarding sessions Training on pre-built and templated Lawmatics workflows 10 Lawmatics custom forms drafted for you Lead funnel activation Assistance with data migration”

     lawmatics.com/onboarding · checked November 7, 2026

107. [107]

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

     Not publicly disclosed on the pages checked.

     lawmatics.com/onboarding · checked November 7, 2026

108. [108]

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

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

     lawmatics.com/pricing · checked November 7, 2026

109. [109]

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

     Not publicly disclosed on the pages checked.

     lawmatics.com/pricing · checked November 7, 2026

110. [110]

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

     “Outcome-based pricing”

     lawmatics.com/pricing · checked November 7, 2026

111. [111]

     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”

     lawmatics.com/pricing · checked November 8, 2026

112. [112]

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

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

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

113. [113]

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

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

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

114. [114]

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

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

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

115. [115]

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

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

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

116. [116]

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

     Not publicly disclosed on the pages checked.

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

117. [117]

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

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

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

118. [118]

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

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

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

119. [119]

     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.”

     lawmatics.com/ai/merlin-engage · checked November 9, 2026

120. [120]

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

     “Coming soon Phone Agents”

     lawmatics.com/ai · checked November 9, 2026

121. [121]

     Custom intake scripts gather contact information and qualifying case fields.

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

     leaddocket.com/features · checked November 7, 2026

122. [122]

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

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

     leaddocket.com/features · checked November 7, 2026

123. [123]

     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.”

     leaddocket.com · checked November 7, 2026

124. [124]

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

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

     leaddocket.com · checked November 7, 2026

125. [125]

     Lead Docket tracks every lead through to conversion.

     “Capture every lead and track it all the way through to conversion.”

     leaddocket.com/features · checked November 7, 2026

126. [126]

     Lead Docket measures revenue by marketing source, conversion rates and wanted leads.

     “Measure revenue by marketing source, conversion rates, wanted leads, and more.”

     leaddocket.com/features · checked November 7, 2026

127. [127]

     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.”

     leaddocket.com/features · checked November 7, 2026

128. [128]

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

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

     leaddocket.com/integrations · checked November 7, 2026

129. [129]

     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”

     leaddocket.com/integrations · checked November 7, 2026

130. [130]

     Lead Docket’s help center doesn’t list an MCP server or a Claude connector.

     Not publicly disclosed on the pages checked.

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

131. [131]

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

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

     leaddocket.com/features · checked November 7, 2026

132. [132]

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

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

     leaddocket.com/integrations · checked November 7, 2026

133. [133]

     The subscription agreement states Filevine claims no ownership of data files uploaded by the firm’s users.

     “Filevine does not claim any ownership rights to any Uploaded Data Files created by Authorized Users”

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

134. [134]

     On termination, uploaded data files are destroyed or returned in a mutually agreed format at the subscriber’s cost, on written notice within 20 days.

     “returned to Subscriber in a mutually agreed-upon format. Subscriber shall be solely responsible for all costs associated with such return.”

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

135. [135]

     Filevine is not obliged to store uploaded data files more than 30 days after the agreement ends.

     “Filevine shall not be obligated to store any Uploaded Data Files for more than thirty (30) days following the expiration or termination of this Agreement”

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

136. [136]

     Implementation requires the firm to name a primary and secondary point of contact to coordinate and make decisions.

     “to coordinate communication and make decisions during the Filevine Services implementation process”

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

137. [137]

     Filevine is not responsible for extracting data from the firm’s previous provider.

     “Filevine is not responsible for extracting any Data from Subscriber's previous provider(s).”

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

138. [138]

     Lead Docket’s pages do not state how long setup takes or what onboarding includes beyond the agreement’s implementation clauses.

     Not publicly disclosed on the pages checked.

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

139. [139]

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

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

     leaddocket.com/pricing · checked November 7, 2026

140. [140]

     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.

     leaddocket.com/pricing leaddocket.com/subscription-agreement · checked November 7, 2026

141. [141]

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

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

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

142. [142]

     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.”

     support.leaddocket.com/hc/en-us/articles/360045256192 · checked November 8, 2026

143. [143]

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

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

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

144. [144]

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

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

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

145. [145]

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

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

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

146. [146]

     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.”

     leaddocket.com · checked November 7, 2026

147. [147]

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

     Not publicly disclosed on the pages checked.

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

148. [148]

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

     Not publicly disclosed on the pages checked.

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

149. [149]

     Intake forms connect with web chats and answering services.

     “Easily integrate with web chats and answering services, so your potential clients can have quick access to your intake form.”

     leaddocket.com/features · checked November 7, 2026

150. [150]

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

     Not publicly disclosed on the pages checked.

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

151. [151]

     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.”

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

152. [152]

     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”

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

153. [153]

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

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

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

154. [154]

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

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

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

155. [155]

     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.”

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

156. [156]

     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.”

     scorpion.co/law-firms/marketing-solutions/platform-and-reporting · checked November 7, 2026

157. [157]

     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.”

     scorpion.co/personal-injury/insights/faq · checked November 7, 2026

158. [158]

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

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

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

159. [159]

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

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

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

160. [160]

     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.

     scorpion.co · checked November 8, 2026

161. [161]

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

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

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

162. [162]

     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.”

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

163. [163]

     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).”

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

164. [164]

     Clients own their website’s domain, content and imagery after the contract term is complete, but not Scorpion’s underlying website system.

     “Yes, you own your website after the length of your contract with Scorpion is complete. While you won’t own the underlying system”

     scorpion.co/faq · checked November 7, 2026

165. [165]

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

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

     scorpion.co/faq · checked November 7, 2026

166. [166]

     Scorpion’s privacy policy states it acts as a processor of client data and the client is the data controller.

     “Scorpion acts as a processor, while the client is the data controller.”

     scorpion.co/privacy-policy · checked November 7, 2026

167. [167]

     On leaving after fulfilling the contract, Scorpion says it transfers ownership of accounts such as Google Analytics, Google Local Services Ads and social media accounts, and website content, back to the client.

     “transferring full ownership of key accounts such as Google Analytics/GA4, Google Local Services Ads, social media accounts, website content, and more back to you”

     scorpion.co/faq · checked November 7, 2026

168. [168]

     Scorpion states a new website typically launches in four to ten weeks, with a project manager guiding the build.

     “The timeline for launching a website typically ranges from four to 10 weeks, depending on the specifics of your contract.”

     scorpion.co/faq · checked November 7, 2026

169. [169]

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

     Not publicly disclosed on the pages checked.

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

170. [170]

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

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

     scorpion.co/faq · checked November 7, 2026

171. [171]

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

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

     scorpion.co/faq · checked November 7, 2026

172. [172]

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

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

     scorpion.co/faq · checked November 7, 2026

173. [173]

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

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

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

174. [174]

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

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

     intaker.com/home · checked November 7, 2026

175. [175]

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

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

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

176. [176]

     Intaker’s Owen agent initiates a live call that bridges the firm’s team and the lead once the lead agrees to a call.

     “once prospect agrees to a call, within seconds, it initiates a live call to bridge your team and new leads.”

     blog.intaker.com/blog/owen · checked November 7, 2026

177. [177]

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

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

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

178. [178]

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

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

     intaker.com/home · checked November 7, 2026

179. [179]

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

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

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

180. [180]

     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.”

     intaker.com/home/products/ai-texting-agent.html · checked November 7, 2026

181. [181]

     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.”

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

182. [182]

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

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

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

183. [183]

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

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

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

184. [184]

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

     Not publicly disclosed on the pages checked.

     intaker.com/home · checked November 7, 2026

185. [185]

     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.

     help.intaker.com · checked November 8, 2026

186. [186]

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

     Not publicly disclosed on the pages checked.

     intaker.com/home · checked November 7, 2026

187. [187]

     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.”

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

188. [188]

     Intaker’s terms state the company retains ownership in the Services and, subject to the agreement, data transferred through them.

     “The company shall retain all ownership in and to Services and, subject to the Agreement, all data transferred or received through the Services.”

     intaker.com/home/terms.html · checked November 9, 2026

189. [189]

     On cancellation a firm can request a copy of its data after emailing a termination notice.

     “At that point, you can request to get a copy of your data”

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

190. [190]

     Leads can be exported from the dashboard as Excel, PDF, TXT or CSV.

     “The options are excel, PDF, TXT, or CSV.”

     help.intaker.com/article/export · checked November 7, 2026

191. [191]

     Intaker states it does not use customer or end-user data to train foundation or general AI models.

     “We do not use Customer Data or End User data to train, develop, or improve foundation models or general AI models”

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

192. [192]

     Intaker states its no-code workflows can be launched in minutes.

     “Get started quickly with simple, no-code workflows your team can launch in minutes.”

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

193. [193]

     Intaker’s pages do not state an onboarding timeline or go-live period for a new account.

     Not publicly disclosed on the pages checked.

     intaker.com/home · checked November 7, 2026

194. [194]

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

     Not publicly disclosed on the pages checked.

     intaker.com/home · checked November 7, 2026

195. [195]

     Intaker publishes no plan price, setup fee, overage rate or contract term on its marketing pages.

     Not publicly disclosed on the pages checked.

     intaker.com/home · checked November 8, 2026

196. [196]

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

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

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

197. [197]

     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.”

     intaker.com/home/terms.html · checked November 8, 2026

198. [198]

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

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

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

199. [199]

     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.”

     intaker.com/home/terms.html · checked November 8, 2026

200. [200]

     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”)”

     intaker.com/home/terms.html · checked November 8, 2026

201. [201]

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

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

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

202. [202]

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

     Not publicly disclosed on the pages checked.

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

203. [203]

     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.”

     intaker.com/home/terms.html · checked November 8, 2026

204. [204]

     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”

     intaker.com/home · checked November 7, 2026

205. [205]

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

     Not publicly disclosed on the pages checked.

     intaker.com/home · checked November 7, 2026

206. [206]

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

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

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

207. [207]

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

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

     smith.ai/receptionists · checked November 7, 2026

208. [208]

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

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

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

209. [209]

     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.”

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

210. [210]

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

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

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

211. [211]

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

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

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

212. [212]

     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.”

     smith.ai/outreach-campaigns · checked November 7, 2026

213. [213]

     Live agents can place outbound calls to confirm appointments, return missed calls or relay messages, but Smith.ai does not do cold calling on receptionist plans.

     “our live agents can place outbound calls to confirm appointments, return missed calls, or relay time-sensitive messages to clients and leads, but we don’t do cold calling”

     smith.ai/receptionists · checked November 7, 2026

214. [214]

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

     Not publicly disclosed on the pages checked.

     smith.ai · checked November 7, 2026

215. [215]

     Smith.ai integrates natively with Clio, MyCase, Lawmatics and Filevine.

     “We integrate natively with Clio, MyCase, Lawmatics, Filevine”

     smith.ai/receptionists · checked November 7, 2026

216. [216]

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

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

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

217. [217]

     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.”

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

218. [218]

     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.

     docs.smith.ai · checked November 8, 2026

219. [219]

     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.”

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

220. [220]

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

     Not publicly disclosed on the pages checked.

     smith.ai · checked November 7, 2026

221. [221]

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

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

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

222. [222]

     Smith.ai states it does not share a firm’s lead or client information with other customers.

     “We don’t share your private lead or client information with other customers. That information is yours and yours alone.”

     smith.ai/industries/legal-law-firms-answering-service · checked November 7, 2026

223. [223]

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

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

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

224. [224]

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

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

     smith.ai/receptionists · checked November 7, 2026

225. [225]

     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.”

     smith.ai/pricing/hybrid-ai-human-receptionists · checked November 8, 2026

226. [226]

     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).”

     smith.ai/pricing/hybrid-ai-human-receptionists · checked November 8, 2026

227. [227]

     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.”

     smith.ai · checked November 8, 2026

228. [228]

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

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

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

229. [229]

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

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

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

230. [230]

     Virtual Receptionist plans state no setup fees and no hidden fees.

     “No setup fees No overseas agents No hidden fees No charge for spam”

     smith.ai/pricing/receptionists · checked November 8, 2026

231. [231]

     The first CRM integration is free and each additional CRM costs $0.50 a call.

     “($0.50/call per additional CRM)”

     smith.ai/pricing/receptionists · checked November 8, 2026

232. [232]

     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”

     smith.ai/ai-receptionist · checked November 8, 2026

233. [233]

     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”

     smith.ai/pricing/ai-receptionist · checked November 8, 2026

234. [234]

     Handing an AI Receptionist call to a live agent costs $3 extra.

     “Human escalation $3 extra”

     smith.ai · checked November 8, 2026

235. [235]

     Staffed website chat states no setup fees, no annual contracts and no hidden fees.

     “No setup fees No annual contracts No hidden fees”

     smith.ai/pricing/chat · checked November 8, 2026

236. [236]

     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.”

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

237. [237]

     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.”

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

238. [238]

     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.”

     smith.ai/pricing/hybrid-ai-human-receptionists · checked November 8, 2026

239. [239]

     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”

     smith.ai/receptionists/terms · checked November 8, 2026

240. [240]

     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.”

     smith.ai/receptionists/terms · checked November 8, 2026

241. [241]

     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.”

     smith.ai/receptionists/terms · checked November 8, 2026

242. [242]

     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”

     smith.ai/pricing/chat · checked November 8, 2026

243. [243]

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

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

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

244. [244]

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

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

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

245. [245]

     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”

     smith.ai/chat · checked November 7, 2026

246. [246]

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

     “25 live calls / month, free every month”

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

247. [247]

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

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

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

248. [248]

     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”

     smith.ai/blog/lex-reception-alternative-law-firms · checked November 9, 2026

249. [249]

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

     “Personal Injury Family Law All Reviews Case Studies”

     leaddocket.com/reviews · checked November 7, 2026