# Best legal intake software

> Seven tools and services that capture new inquiries by form, chat, text or phone. Each is scored on six criteria, pricing and terms among them.

**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. 269 citations, each linked to its source. Reviewed by the Superpractice team. Canonical page https://superpractice.com/best/best-legal-intake-software.

An inquiry that comes in at 9 p.m. on a Friday is answered and booked, or it is gone by Monday. Superpractice ranks first on this list of the best legal intake software, with Clio Grow second and Lawmatics third. Intaker and Smith.ai focus on answering, so they rank lower. If answering is all you need, start with their entries.

## The ranking

### 1. Superpractice

- **Best for.** A firm whose inquiries go unanswered after hours and that wants AI agents working alongside its team to answer, qualify and book every one, with the CRM included.
- **Strength.** In one growth system, AI agents work alongside your team, reply to every lead within a minute and follow up until it books or says no. Voice agents answer calls 24/7. Rainmaker shows each channel’s spend, revenue and cost per signed client. Agents follow skills you write, and any AI tool that speaks MCP can work in your CRM. [57][1][58][59][30][60][61][25][26]
- **Limitation.** It stops at the signed, paid engagement, then hands the client to your case system. Its terms say you own your data, but you must export it before you leave and it isn’t kept after. Its pages don’t list a website chat widget. [62][63][23][36][37][64]
- **Pricing posture.** Clear pricing yes, What’s included yes, No long contract yes. Published and month to month, with no platform fee or minimum. AI actions use credits at 10¢ each, then 5¢ after 10,000 a month. Voice agents run $250 for 100 minutes to $1,000 for 750 a month. [47][65][52][17][66]

### 2. Clio Grow (Clio)

- **Best for.** A firm that already runs Clio and wants AI intake that screens for fit and conflicts and books the good leads, with everything they share carried into the rest of Clio.
- **Strength.** The easiest fit if your firm already runs on Clio. Its AI replies after hours, screens leads for fit and conflicts across all of Clio, and books the ones that qualify. Fee agreements go out for e-signature with payment online, and everything a new client shared carries into the rest of Clio. Claude connects to it over MCP. [70][69][103][78][79]
- **Limitation.** Clio doesn’t run your ads or SEO, beyond the Local Services Ads you run yourself in Clio Grow. If you cancel mid-term, the rest of the term is due at once. Claude reaches your Clio Grow records only with a Clio Work license. [104][105][106][101][80][81]
- **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. [91][92][94][99][101]

### 3. Lawmatics

- **Best for.** A firm that wants intake forms, booking and e-signature in one legal CRM it runs itself, with AI agents that qualify and chase leads as an add-on.
- **Strength.** A strong pick if your own team runs intake and you want it in one legal CRM. Booking, file requests and e-signature for fee agreements are built in. Google Ads spend is logged against the value of matters that convert, so you see your return. Add-on AI agents text, email, call and chat with leads under rules you set. [107][113][120][109][110]
- **Limitation.** The Merlin Engage outreach agents are an add-on that requires Merlin Qualify, and its pages disagree on which agents are live. Once you sign, you owe fees for the full term and can’t cancel early for convenience. Its pages list no MCP server for AI tools you already use. [135][136][137][130][133]
- **Pricing posture.** Clear pricing no, What’s included no, No long contract no. You get a custom quote, and the AI add-ons are priced by outcome with no amounts shown. Fees for the full term are committed and can’t be cancelled early. Plans renew unless you give 30 days’ written notice. [126][127][128][130][133][132]

### 4. Lead Docket (by Filevine)

- **Best for.** A personal injury or family law firm on Filevine that wants scripted intake, AI that flags which leads are worth taking, and signed cases sent straight into Filevine.
- **Strength.** The natural pick if your firm runs on Filevine. Custom scripts guide intake, AI flags which new leads are worth taking, and scheduled messages keep following up. A signed case becomes a Filevine project. You see revenue by marketing source, and with Filevine, settlement amounts feed an ROI figure. [138][143][140][147][144][152]
- **Limitation.** Its pages don’t describe answering calls, and meetings are scheduled through Calendly. Calls and chats reach it through the answering services it connects to, and your staff enter marketing spend themselves. Its help center lists no MCP server for AI tools you already use. [166][167][139][151][168]
- **Pricing posture.** Clear pricing no, What’s included no, No long contract no. Not published, so you get a custom quote. If your order is silent, it renews yearly unless you give 30 days’ notice. Leaving early doesn’t cancel the rest of the term’s fees. [159][163][164][165]

### 5. Scorpion

- **Best for.** A firm that wants one company to run its ads, website and SEO and to supply the AI intake tools and revenue dashboard that go with them.
- **Strength.** A good fit if you want your marketing and intake from one company. Its AI answers calls, qualifies callers and books appointments. A messaging assistant replies to missed calls, texts and chats around the clock. Reporting ties each channel to signed cases and cost per signed client, and Leads AI grades how your team handles intake calls. [191][169][171][179][174]
- **Limitation.** Scorpion is a marketing company first. Its platform is a dashboard for seeing results and answering leads, and it works with Clio, Filevine and Lawmatics. It publishes no prices and usually asks for a 12-month contract on technology and SEO. [191][175][176][187][189]
- **Pricing posture.** Clear pricing no, What’s included no, No long contract no. Not published, and the cost depends on your goals. Technology and SEO usually come on a 12-month contract, while ad management is typically month to month. [187][188][189][190]

### 6. Intaker

- **Best for.** A firm whose inquiries 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 inquiries come by chat, text and social messages. Named AI agents cover LSA messages, texts and social DMs, and qualify leads within seconds. When a lead qualifies, Live Call Connect rings your intake team and the retainer goes out for e-signature. [192][197][198][194][196]
- **Limitation.** Its pages don’t describe AI that answers inbound calls by voice. A qualified caller is bridged to your team instead. They also don’t show cost per signed client. Its terms say Intaker keeps ownership of data passing through it, though you can export your leads. [224][194][207][208][210]
- **Pricing posture.** Clear pricing no, What’s included no, No long contract no. Not published on a current product page. A 2023 blog post mentions an $80 starter plan for small firms. You pay monthly, with no stated minimum term and no refund if you leave early. [214][216][225][222][221]

### 7. Smith.ai

- **Best for.** A firm that wants a person or an AI receptionist answering every call 24/7 and pushing the intake into the CRM it already runs.
- **Strength.** The most flexible pick if you want people, AI or both on your phones. Real receptionists answer around the clock, or an AI receptionist answers, qualifies and books. It connects to Clio, MyCase, Lawmatics and Filevine. Conflict checks and staffed website chat are available too. [227][266][228][239][232][234]
- **Limitation.** Smith.ai answers the phone but isn’t a CRM, and its pages don’t describe tracing a signed client back to the marketing behind the call. Follow-up on receptionist plans is a single text or email, and booking costs extra per call. [238][243][231][233]
- **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. [251][267][252][248][268][269]

## How this list was scored

Legal intake and CRM software. For a law firm choosing what captures and qualifies its new inquiries, day and night, and hands them to the system its team works in. Best means the tool that explains most fully how it catches and qualifies an inquiry, hands it to your team and traces a signed client to its source. What you own, how setup works and published prices and terms count too. A low price adds no points.

| Criterion | Weight |
|---|---|
| Conversion and intake | 26% |
| CRM, platform and integrations | 23% |
| Attribution | 23% |
| Data and asset ownership | 9% |
| Onboarding and setup | 9% |
| 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.
- **Data and asset ownership.** Top score 3.
  - **3.** The assets that leave with the firm are stated, with any conditions shown.
  - Level 4 asks for measurement tied to signed clients or revenue, which ownership can’t have.
- **Onboarding and setup.** Top score 3.
  - **3.** A stated setup method, with or without a timeline.
  - Level 4 asks for measurement tied to signed clients or revenue, which setup can’t have.
- **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.**

- Choosing the system your team works in every day? The best CRM for law firms list scores the same seven tools for that. This list asks what catches and qualifies an inquiry before it gets there.
- LawLytics is not ranked. It is a website platform that logs form submissions as leads, and its pages describe no intake product.
- Smith.ai and Scorpion are hybrids. Smith.ai answers calls with people and AI, then sends the intake to your CRM. Scorpion sells marketing with AI intake tools. Both are scored on the same job.
- Practice management suites such as Clio Manage, Filevine and MyCase are not on this list yet, and neither are other answering services. We have not reviewed their pages yet.
- Superpractice also runs ads and makes video ads starring your AI avatar. Those services are not scored here, only its intake, CRM and AI agents.

## Scores against the published weights

| Rank | Provider | Conversion and intake | CRM, platform and integrations | Attribution | Data and asset ownership | Onboarding and setup | Pricing and terms |
|---|---|---|---|---|---|---|---|
| 1 | Superpractice | 4 [1][2][3][4][5][6][7][8][9][10][11][12][13][14][15][16] | 4 [17][18][19][20][21][22][23][24][25][26] | 4 [27][28][29][30][31][32][33] | 2 [34][35][36][37] | 3 [38][39][40][41] | 3 [42][43][44][45][46][47][48][49][50][41][51][52][53][54][55][56] |
| 2 | Clio Grow (Clio) | 4 [67][68][69][70][71][72][73][74] | 4 [75][76][77][78][79][80][81] | 4 [82][83][84] | 3 [85][86][87] | 3 [88][89][90] | 0 [91][92][93][94][95][96][97][98][99][100][101][102] |
| 3 | Lawmatics | 4 [107][108][109][110][111][112][113][114][115] | 3 [116][112][117][118] | 4 [119][120][121] | 3 [122][123] | 3 [124][125] | 0 [126][127][128][129][130][131][132][133][134] |
| 4 | Lead Docket (by Filevine) | 4 [138][139][140][141][142][143][144] | 3 [145][146][147][148][149][150] | 4 [151][144][152] | 3 [153][154][155] | 2 [156][157][158] | 0 [159][160][161][162][163][164][165] |
| 5 | Scorpion | 4 [169][170][171][172][173][174] | 2 [175][176][177][173][178] | 4 [179][180][181] | 3 [182][183][184][185] | 3 [186] | 0 [187][188][189][190] |
| 6 | Intaker | 4 [192][193][194][195][196][197][198][199][200][201] | 3 [202][203][201][204][205] | 2 [201][206][207] | 3 [208][209][210][211] | 2 [212][213] | 0 [214][215][216][217][218][219][220][221][222][223] |
| 7 | Smith.ai | 3 [226][227][228][229][230][231][232][233][234][235][236][237] | 2 [238][239][240][237][241] | 1 [242][243] | 2 [244][245] | 3 [246][247] | 1 [248][249][250][251][252][253][254][255][256][257][258][259][260][261][262][263][264][265] |

## The best pick for each situation

### Superpractice

**Best for a firm that wants every inquiry answered within a minute and worked to a booked meeting.** AI agents work alongside your team, answer every lead within a minute and follow up by text and email until the lead books or says no. Voice agents answer calls day and night. [1][58][10]

### Clio Grow (Clio)

**Best if you already run Clio Manage.** Grow AI screens every inquiry for fit and conflicts and books the ones that qualify. It costs $25 per hired matter with a monthly cap you set, and everything a lead shares carries into Clio. [70][69][94][78]

### Lawmatics

**Best for a firm that wants intake, booking, e-signature and marketing ROI in one legal CRM.** Booking, file requests and e-signature are built into intake. Google Ads spend is logged against the value of matters that convert. AI outreach agents are an add-on that requires Merlin Qualify. [107][113][120][135]

### Intaker

**Best for inquiries that arrive by website chat, text, LSA messages and social DMs.** Named AI agents cover LSA messages, texts and social DMs, and qualify leads within seconds. Live Call Connect rings your team when a lead qualifies, and the retainer goes out for e-signature. [197][198][194][196]

### Smith.ai

**Best if you want a person answering the phone and the intake pushed into the CRM you keep.** Real receptionists answer every call around the clock, with an AI receptionist as an option. New leads and call summaries land in Clio Grow, and it connects to MyCase, Lawmatics and Filevine. [227][228][240][239]

## How to choose

- **List every way inquiries reach you today and mark which go unanswered after hours.** Pick the tool that covers those channels first.
- **Decide who answers the phone, a person or AI.** If AI, check the qualifying questions, the transfer rule and the calendar sync.
- **Ask how a lead is qualified and what happens to the ones that qualify at 2 a.m.**
- **Check that your CRM or case management system is named on the vendor’s pages, along with which way the sync runs.**
- **Ask how a signed client is traced back to the inquiry that started it, and where that report lives.**
- **Read the terms first, then bring one real week of inquiries to two demos.** Watch each tool work them to a booked meeting.

## Who should not choose Superpractice

- You want a person, not AI, answering your phone.
- Most inquiries come through website chat and social DMs. Superpractice’s pages don’t describe a website chat widget.
- You want voice agents to book meetings on the entry plan. Booking starts on the $500 Pro plan.
- Filevine or Clio Manage runs your firm and you want intake built into that suite.
- 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 is intake software different from a legal CRM?** A CRM is where your team works every day. Intake software catches and qualifies the inquiry first, then hands it over. Lawmatics, Lead Docket, Clio Grow and Superpractice do both. Intaker covers chat and messaging, and Smith.ai answers the phone.
- **Why do Intaker and Smith.ai rank below tools that aren’t intake specialists?** CRM and attribution carry 23 points each, set before any scoring. Pricing and terms was added after the first ranking, and every company was scored again. Intaker and Smith.ai say less about CRM and attribution. If you only need answering, compare their intake scores.
- **Should the intake tool answer the phone?** Only if calls are where you lose inquiries. Smith.ai answers with people or AI. Superpractice, Clio Grow and Scorpion use AI that answers calls. Lawmatics does too, but its pages disagree on whether that agent is live. Lead Docket and Intaker rely on your team or an answering service.
- **How do prices and terms affect the score?** 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. Five of the seven publish no plan prices and score 0 there. A low price adds no points.
- **How were the weights set?** The first five were set before any company was scored. Pricing and terms was added after the first ranking, and every company was scored again. That criterion carries 10 points. Intake carries 26, CRM and attribution 23 each, and data ownership and onboarding 9 each.
- **What does a score of 4 mean, and what does not disclosed mean?** A 4 means the company says what it offers and how it measures signed clients or revenue. A 0 means it says it doesn’t offer the thing. Not disclosed means its pages are silent, so that criterion is left out of its total rather than counted as zero.

## How we made this page

- Built only from each company’s public pages as of November 7, 2026. We didn’t test any product or service, 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.
- 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 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.
- 2026-11-08. Scores now match our other ranked lists wherever the same sources apply. 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.
- 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. 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.
- 2026-11-08. Added Pricing and terms at 10% and rescored the list. Superpractice moves from second to first, 2.75 points ahead of Clio Grow.
- 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 88 to 91, and no rank changed. The situation picks now follow the ranking order.

## Cite this list

> Superpractice team. Best legal intake software (2026). Last checked November 7, 2026. https://superpractice.com/best/best-legal-intake-software

## Sources

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” https://superpractice.com/pricing.md (checked 2026-11-07)
2. On the Platform, AI agents work alongside the firm’s team to answer and follow up with every lead, day or night. “AI agents work alongside your team to answer and follow up with every lead, day or night” https://superpractice.com/pricing.md (checked 2026-11-07)
3. A Procedure can start when an inquiry arrives or a website form is submitted, with conditions that route the right contacts to the right follow-up. “Start a Procedure when an inquiry arrives or a form is submitted.” https://superpractice.com/features/procedures.md (checked 2026-11-07)
4. Agents can qualify inquiries, follow up and help book meetings with the firm’s permission, while the firm’s team handles approvals, legal advice and engagement decisions. “Agents can qualify inquiries, follow up, and help book meetings with your permission. Your team handles approvals, legal advice, and engagement decisions.” https://superpractice.com/index.md (checked 2026-11-07)
5. 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)
6. 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)
7. 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)
8. 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)
9. Superpractice describes its scheduling as Calendly-style booking built for law firm intake, with branded booking pages on every Managed Ads plan. “Calendly-style booking, built for law firm intake” https://superpractice.com/pricing.md (checked 2026-11-07)
10. AI voice agents provide 24/7 coverage, answer inbound calls, qualify and route leads, follow up and book appointments. “They provide 24/7 coverage, answer inbound calls, qualify and route leads, follow up, and book appointments.” https://superpractice.com/pricing.md (checked 2026-11-07)
11. 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)
12. 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)
13. The Starter AI Voice Agents plan is positioned for missed-call coverage and intake capture, and includes lead capture and intake summaries. “For firms getting started with AI voice agents for missed-call coverage and intake capture.” https://superpractice.com/pricing.md (checked 2026-11-07)
14. 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.” https://superpractice.com/features/rainmaker.md (checked 2026-11-07)
15. Rainmaker reports the percent of leads answered within 15 minutes, the hour and the day, plus median response time, trended against the last period. “Percent of leads answered within 15 minutes, the hour, and the day, plus median response time, trended against last period.” https://superpractice.com/features/rainmaker.md (checked 2026-11-07)
16. Rainmaker shows every stage conversion on one strip, including how many leads qualify, how many qualified matters sign and the average matter value. “Every stage conversion on one strip: how many leads qualify, how many qualified matters sign, and what the average matter pays.” https://superpractice.com/features/rainmaker.md (checked 2026-11-07)
17. 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” https://superpractice.com/pricing.md (checked 2026-11-07)
18. 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 |” https://superpractice.com/pricing.md (checked 2026-11-07)
19. 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)
20. Every Managed Ads plan includes MCP access. “| MCP access | Yes | Yes | Yes |” https://superpractice.com/pricing.md (checked 2026-11-07)
21. 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)
22. The Platform on its own includes lead scoring, with Inbox, Contacts, Matters and Tasks included and seats unlimited. “| Lead scoring | Included |” https://superpractice.com/pricing.md (checked 2026-11-07)
23. 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)
24. 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.” https://superpractice.com/pricing.md (checked 2026-11-07)
25. 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)
26. 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)
27. 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)
28. 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)
29. 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)
30. 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.” https://superpractice.com/features/rainmaker.md (checked 2026-11-07)
31. 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 |” https://superpractice.com/pricing.md (checked 2026-11-07)
32. 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)
33. Every booking updates the contact, feeds the heat score and carries attribution, so a meeting earned by a Google Ad is counted that way. “Each one updates the contact, feeds the heat score, and carries attribution, so the meeting your Google Ad earned gets counted that way.” https://superpractice.com/features/booking.md (checked 2026-11-07)
34. 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.” https://superpractice.com/index.md (checked 2026-11-07)
35. 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.” https://superpractice.com/pricing.md (checked 2026-11-09)
36. Under the Terms, the firm keeps ownership of its own data. “Customer retains its ownership rights in Customer Data” https://superpractice.com/terms (checked 2026-11-09)
37. 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” https://superpractice.com/terms (checked 2026-11-09)
38. Superpractice says most firms moving from another agency are fully live within 5 business days. “Most firms are fully live within 5 business days.” https://superpractice.com/pricing.md (checked 2026-11-07)
39. 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.” https://superpractice.com/pricing.md (checked 2026-11-07)
40. The firm provides intake rules and preferences; Superpractice handles setup, call handling logic, transcripts and ongoing configuration of the voice agents. “You provide the intake rules and preferences, and Superpractice handles setup, call handling logic, transcripts, and ongoing configuration.” https://superpractice.com/pricing.md (checked 2026-11-07)
41. 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)
42. 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)
43. 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)
44. 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)
45. 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)
46. 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)
47. 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)
48. 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)
49. 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)
50. 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)
51. 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)
52. 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)
53. 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)
54. 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)
55. 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)
56. 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)
57. 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)
58. 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)
59. 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)
60. A Superpractice skill is a written procedure in the firm’s own words that its AI assistants follow. “A skill is a written procedure your firm's assistants follow: when to use it, the steps in order, and what never to do, in your firm's own words.” https://docs.superpractice.com/skills (checked 2026-11-08)
61. A skill can be used by the assistant, the executive assistant, voice agents, procedures and connected AI tools, as the firm chooses. “Once a skill is published, it is used wherever you choose” https://docs.superpractice.com/skills (checked 2026-11-08)
62. Superpractice’s pages and docs describe no case management, time tracking or legal billing of its own. A signed, paid engagement letter moves the matter to Retained (sp-cap-009). Not publicly disclosed on the pages checked. https://superpractice.com/pricing.md (checked 2026-11-09)
63. Superpractice contracts let a client review, sign and pay an engagement letter in one sitting. “Contracts are the documents your firm sends a client to review, sign, and — when there is a fee — pay, all in one sitting.” https://docs.superpractice.com/contracts (checked 2026-11-08)
64. 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. https://superpractice.com/pricing.md (checked 2026-11-07)
65. 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.” https://superpractice.com/pricing.md (checked 2026-11-07)
66. 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)
67. 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)
68. 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)
69. 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)
70. 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)
71. 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)
72. 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)
73. 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)
74. 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)
75. 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)
76. 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)
77. 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)
78. 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)
79. 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)
80. 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)
81. 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)
82. 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)
83. 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)
84. 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)
85. 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.” https://www.clio.com/tos/ (checked 2026-11-07)
86. 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.” https://www.clio.com/tos/ (checked 2026-11-07)
87. Clio states customer information is not used to train third-party AI models. “Customer information is not used to train third-party AI models.” https://www.clio.com/grow/ (checked 2026-11-07)
88. 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” https://www.clio.com/grow/ (checked 2026-11-07)
89. 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.” https://www.clio.com/customers-grow-ai/ (checked 2026-11-07)
90. 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.” https://www.clio.com/data-migration/ (checked 2026-11-07)
91. 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)
92. 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)
93. 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)
94. 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)
95. 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)
96. 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)
97. 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)
98. 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)
99. 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)
100. 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)
101. 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)
102. 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)
103. 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)
104. 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)
105. 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)
106. 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.” https://www.clio.com/tos/ (checked 2026-11-07)
107. 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)
108. 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)
109. 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)
110. 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)
111. 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)
112. 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)
113. 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)
114. 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.” https://www.lawmatics.com/ (checked 2026-11-07)
115. 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” https://www.lawmatics.com/data-reporting/law-firm-kpi-dashboard (checked 2026-11-07)
116. 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)
117. 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)
118. 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)
119. 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)
120. 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)
121. 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)
122. 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.” https://www.lawmatics.com/terms-of-use (checked 2026-11-07)
123. 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.” https://www.lawmatics.com/terms-of-use (checked 2026-11-07)
124. 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” https://www.lawmatics.com/onboarding (checked 2026-11-07)
125. Lawmatics’ pages do not state how long onboarding takes or when a firm is live. Not publicly disclosed on the pages checked. https://www.lawmatics.com/onboarding (checked 2026-11-07)
126. 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)
127. 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)
128. 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)
129. 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)
130. 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)
131. 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)
132. 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)
133. 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)
134. 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)
135. 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)
136. 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)
137. 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)
138. 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)
139. 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.” https://www.leaddocket.com/features/ (checked 2026-11-07)
140. 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)
141. 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)
142. 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)
143. 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)
144. 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)
145. 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)
146. 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)
147. 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)
148. 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)
149. Lead Docket offers to build an integration a firm uses that is not on its list. “Don't see an integration your firm uses on this list? We may be able to create an integration for you.” https://www.leaddocket.com/integrations/ (checked 2026-11-07)
150. 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)
151. 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)
152. 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)
153. 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” https://www.leaddocket.com/subscription-agreement/ (checked 2026-11-09)
154. 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.” https://www.leaddocket.com/subscription-agreement/ (checked 2026-11-09)
155. 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” https://www.leaddocket.com/subscription-agreement/ (checked 2026-11-09)
156. 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” https://www.leaddocket.com/subscription-agreement/ (checked 2026-11-09)
157. 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).” https://www.leaddocket.com/subscription-agreement/ (checked 2026-11-09)
158. 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. 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)
159. 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)
160. 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)
161. 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)
162. 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)
163. 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)
164. 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)
165. 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)
166. 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)
167. 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)
168. 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)
169. 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)
170. 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)
171. 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)
172. 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)
173. 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)
174. 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)
175. 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)
176. 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)
177. 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)
178. 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)
179. 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)
180. 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)
181. 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)
182. 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” https://www.scorpion.co/faq/ (checked 2026-11-07)
183. 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” https://www.scorpion.co/faq/ (checked 2026-11-07)
184. 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.” https://www.scorpion.co/privacy-policy/ (checked 2026-11-07)
185. 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” https://www.scorpion.co/faq/ (checked 2026-11-07)
186. 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.” https://www.scorpion.co/faq/ (checked 2026-11-07)
187. 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)
188. 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)
189. 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)
190. 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)
191. 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” https://www.scorpion.co/law-firms/ (checked 2026-11-07)
192. 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)
193. 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)
194. 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)
195. 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.” https://blog.intaker.com/blog/owen (checked 2026-11-07)
196. 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)
197. 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)
198. 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)
199. 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)
200. 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)
201. 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)
202. 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)
203. 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)
204. 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)
205. 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)
206. 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)
207. 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)
208. 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.” https://intaker.com/home/terms.html (checked 2026-11-09)
209. 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” https://intaker.com/home/terms.html (checked 2026-11-07)
210. Leads can be exported from the dashboard as Excel, PDF, TXT or CSV. “The options are excel, PDF, TXT, or CSV.” https://help.intaker.com/article/export (checked 2026-11-07)
211. 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” https://intaker.com/home/privacy.html (checked 2026-11-07)
212. 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.” https://intaker.com/home/products/workflows.html (checked 2026-11-07)
213. Intaker’s pages do not state an onboarding timeline or go-live period for a new account. Not publicly disclosed on the pages checked. https://intaker.com/home/ (checked 2026-11-07)
214. 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)
215. 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)
216. 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)
217. 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)
218. 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)
219. 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)
220. 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)
221. 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)
222. 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)
223. 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)
224. 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)
225. 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)
226. Smith.ai describes itself as running end-to-end intake for law firms with AI and live agents. “Smith.ai runs end-to-end intake for law firms. AI and live agents trained on your firm convert callers, 24/7.” https://smith.ai/ (checked 2026-11-07)
227. 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)
228. 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)
229. 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)
230. 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)
231. 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)
232. 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)
233. 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)
234. 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)
235. 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” https://smith.ai/receptionists (checked 2026-11-07)
236. 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)
237. 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)
238. 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)
239. 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)
240. 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)
241. 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)
242. 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)
243. 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)
244. 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” https://smith.ai/receptionists/terms (checked 2026-11-07)
245. 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.” https://smith.ai/industries/legal-law-firms-answering-service (checked 2026-11-07)
246. 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.” https://smith.ai/ai-receptionist (checked 2026-11-07)
247. 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.” https://smith.ai/receptionists (checked 2026-11-07)
248. 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)
249. 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)
250. 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)
251. 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)
252. 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)
253. 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)
254. 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)
255. 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)
256. 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)
257. Handing an AI Receptionist call to a live agent costs $3 extra. “Human escalation $3 extra” https://smith.ai/ (checked 2026-11-08)
258. 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)
259. 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)
260. 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)
261. 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)
262. 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)
263. 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)
264. 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)
265. 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)
266. 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)
267. 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)
268. 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)
269. 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)

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