Case Flow AI™ is the marketing layer that sits above your existing Clio, MyCase, or Lawmatics — capturing every lead your ads already paid for. 24/7 AI intake. Instant follow-up. PI-specific. Live in 48 hours.
No credit card. No commitment. Free 15-min audit call + 1-page scored report.
PI firms in FL, CA, TX, NY, and IL are paying $150–$500+ per click — then losing 35–42% of those leads to voicemail after 5pm, zero SMS follow-up, and no qualification automation. You're not underspending on ads. You're under-converting the leads you already paid for.
"It doesn't matter how good your marketing is if you can't handle the intake properly. If you can't handle the intake properly, you're bleeding out."
— Maria Monroy, LawRank · cited by CasePeer 2025
After-hours silence
42% of PI inquiries arrive outside 9–5. 80% of callers who hit voicemail never call back. Your competitor answers at 9pm on Saturday.
Slow speed-to-lead
The average PI firm takes 13 minutes to respond. Responding within 5 minutes is 100× more effective at qualifying the lead than responding at 30 minutes.
Zero follow-up sequences
67% of PI firms fail to follow up with prospective clients by email. Leads who don't immediately book are never contacted again.
No review velocity
87% of legal consumers use Google reviews to choose an attorney. Your competitor gets them automatically. You ask manually — or don't ask at all.
Disconnected tools
You have Clio + Smith.ai + a spreadsheet + Mailchimp. None of them talk to each other. Leads fall through every gap.
Every other tool wants to replace your CRM. We sit above it — capturing, qualifying, and converting leads before they ever reach your case management software.
Clio, MyCase, and Lawmatics were built to manage cases after you sign them. They were never designed to capture leads at 10pm, auto-text someone back in 30 seconds, or automate your Google review requests. That's exactly what Case Flow AI™ does — and it takes 48 hours to install on top of what you already have.
We mystery-shop your firm — 3 calls at different hours — and deliver a scored 1-page report showing exactly where cases are leaking.
We configure your AI voice agent, connect to your CRM, register your A2P 10DLC number, and review all workflows for bar compliance.
Your AI agent answers every call under 60 seconds, qualifies the case type, and books consultations directly into your calendar.
5-touchpoint follow-up fires automatically. Review requests go out post-close. Your weekly intake audit report lands every Monday.
One system. One price. No missing pieces.
Answers every call and chat in under 60 seconds. Qualifies case type, collects contact info, and books the consult automatically. Never sends a lead to voicemail.
Any missed call triggers an instant SMS within 30 seconds — personalized, branded, and bar-compliant. Recovers 60%+ of callers who would have moved on.
Works with — not instead of — Clio, MyCase, Lawmatics, or Lead Docket. No disruption. No data migration. Install in 48 hours.
5-touchpoint SMS/email sequence that moves every lead from inquiry to signed retainer. PI-specific scripts for MVA, slip-and-fall, trucking, mass tort.
Automated post-close review requests via SMS — 35–40× higher response rate than email. Directly lifts your Local Pack ranking and LSA performance.
Complete GBP buildout: services catalog, photo strategy, Q&A, weekly posts, and Maps ranking tracking — all managed for you.
Every workflow reviewed against FL, CA, TX, NY, IL rules before going live. BAA signed at onboarding. A2P 10DLC registration handled.
Your "Marketing Auditor" mystery-shops your own intake weekly, flags ad-spend leakage, and shows exactly how many cases moved through each pipeline stage.
Documented Case Study · Frontier Law Center · Calabasas, CA
"Beyond an exponential increase in efficiency, the AI has fundamentally changed how we operate. We went from manually screening 90-minute intake calls to a 40-minute process that qualifies better — and we're signing significantly better cases."— Manny Starr, Managing Partner, Frontier Law Center · Source: Eve Legal / Above the Law, March 2026
Every competitor owns one piece. Case Flow AI™ owns the entire intake and marketing layer.
| Feature | Case Flow AI™ | LegalClerk | Eve Legal | Lead Docket | Smith.ai | Generic GHL |
|---|---|---|---|---|---|---|
| 24/7 AI voice intake | ✓ Yes | ✓ Yes | ✓ Yes | ✓ Yes | ✗ No | ✓ Yes |
| Sits above Clio/MyCase (no CRM replacement) | ✓ Yes | ✗ No | ✗ No | ✗ No | ✗ No | ✗ No |
| Google review automation | ✓ Yes | ✗ No | ✗ No | ✗ No | ✗ No | ~ Partial |
| Full follow-up sequences (SMS/email) | ✓ Yes | ✗ No | ✗ No | ✗ No | ✓ Yes | ~ Partial |
| HIPAA BAA + bar compliance baked in | ✓ Yes | ✗ No | ~ Partial | ~ Partial | ~ Partial | ✗ No |
| Performance guarantee (90-day results-based) | ✓ Yes | 7-day trial | ✗ No | ✗ No | 30-day refund | "All sales final" |
| Transparent published pricing | ✓ Yes | ✓ Yes | ✗ No | ✗ No | ✓ Yes | ~ Partial |
| PI-specific intake scripts | ✓ Yes | ✓ Yes | ~ Partial | ✓ Yes | ~ Partial | ✗ No |
While every competitor hides pricing behind a sales demo, we publish ours. Pick the tier that matches your firm's current lead volume and goals.
Starter
For firms with 20–100 inbound leads/month ready to stop leaking after-hours.
Growth
For firms actively spending on Google Ads/LSA who want full attribution and ad management handled.
PI Pro
For high-volume PI firms running multi-channel campaigns and wanting a dedicated growth partner.
"We were paying $400 a month to Smith.ai just to answer calls — and they were still missing leads after hours. Case Flow AI answers instantly, qualifies the case, and syncs right into Clio. We haven't lost an after-hours lead in 3 months."
"I was skeptical about AI handling PI intake. The demo call we ran proved me wrong. Callers ask follow-up questions, it handles them perfectly, and it schedules the consult. Our no-show rate dropped by half."
"The setup was genuinely 48 hours. We kept Clio exactly as-is. The only thing that changed is we're now capturing cases at 11pm on Saturdays that used to go straight to our competitor."
If you don't see a measurable increase in booked consultations from your existing lead volume within 90 days of going live, we continue working — at no additional charge — until you do. We're accountable to outcomes, not timelines. This is a results-based guarantee, not a refund window that runs out before you see results.
Smith.ai offers 30 days. Ruby offers 14 days. Eve Legal offers nothing. We offer 90 days tied to actual booked-consult data in your own CRM. There's a reason no one else is doing this.
We mystery-shop your firm's intake with 3 real calls at different times of day, then deliver a 1-page scored report and a 15-minute Loom walkthrough showing exactly where cases are leaking — and what to fix first. No pitch. Just data.
We accept a maximum of 5 new PI firm clients per market per month. FL, CA, TX, NY, IL, GA, PA markets currently available.
Takes 90 seconds. No credit card. No commitment.
Check your email for your calendar link. We'll call your intake line within 24 hours to begin your audit. Expect your scored report within 48 business hours.