Law Firms

Legal intake automation that protects partner time.

Partner time is too expensive for unqualified intake. Avelle handles the first conversation, captures the case details, and books only viable consultations — on infrastructure you control.

Setup from $4,500, then $1,500/mo· most firms start on GrowthSee full pricing →
Structured case intakeScreening before a lawyerBased in British Columbia

Legal intake automation handles the first conversation with an enquiry, captures the case facts in writing, screens for viability, and books only consultations worth a lawyer's time.

By Daria Morrison, Founder & AI Systems Architect at Avelle Solutions · Last updated August 2026

Key takeaways

  • Structured intake and case-detail capture: collects the facts your practice area actually needs.
  • Screening before a lawyer is involved: checks practice-area fit before booking anyone's time.
  • Paid consultation booking: books only matters that passed screening.
  • Built on infrastructure you control: runs on secure Canadian infrastructure.
  • Cost: Setup from $4,500, then $1,500/mo — most firms start on Growth.
  • Timeline: most builds go live in two to four weeks.
The problem

Where firms lose billable hours.

Intake is the most expensive unbilled work in a practice, and it usually lands on the most expensive person.

Unqualified consultations

Forty-five minutes with someone whose matter is outside your practice area, out of limitation, or unable to fund it.

Intake done twice

The caller explains the matter to reception, then explains the whole thing again to the lawyer. Nothing was written down the first time.

The enquiry that waited

Someone with a genuine matter calls on Friday afternoon, reaches voicemail, and retains a different firm on Monday.

Details missing at the consult

The consultation starts with basic fact-gathering that should have happened before anyone sat down.

What we build

Four systems for the work before the file opens.

Structured, consistent, and captured in writing every time.

Structured intake and case-detail capture

  • Collects the facts your practice area actually needs
  • Captures dates, parties and documents in a consistent format
  • Produces a written intake summary before the consultation
  • Never forgets a question on a busy afternoon

Screening before a lawyer is involved

  • Checks practice-area fit before booking anyone's time
  • Flags limitation-period and jurisdiction concerns for review
  • Identifies conflicts to be checked against your records
  • Declines politely and refers out where you would anyway

Paid consultation booking

  • Books only matters that passed screening
  • Takes the consultation fee at the point of booking
  • Confirms and reminds so paid slots are not wasted
  • Sends intake documents ahead of the meeting

Built on infrastructure you control

  • Runs on secure Canadian infrastructure
  • Data encrypted in transit and at rest
  • Scoped against BC PIPA and your professional obligations
  • You own the records and the retention rules
The comparison that matters

What are you comparing this against?

Typically a legal assistant, or partners doing their own intake between matters.

OptionUp frontOngoingEvenings & weekendsFollows up every timeAbsorbs a volume spike
Hire a legal assistant$45,000+/yrNoNo — dropped when busyNo — hire again
Partners take intakeNoNoNo
Build the systemsfrom $4,500from $1,500/moYesYesYes

Salary figures are general Metro Vancouver ranges for comparison, not quotes. Run your own numbers in the savings estimator.

How it works

How long does it take to go live?

We build around how you already run — you do not change your systems to suit ours.

  1. 01

    Map your practice areas

    We define what a viable matter looks like in each area you take, and what disqualifies one immediately.

  2. 02

    Build the intake structure

    We design the question set your matters actually need, in the order that gets honest answers without feeling like a form.

  3. 03

    Set escalation and conflict rules

    We agree exactly what routes to a human, what gets flagged for conflict checking, and what is declined outright.

  4. 04

    Launch and tune

    We go live, review early intakes with you, and refine screening against the matters you actually want.

Where law firms revenue leaks, and the system Avelle builds to close each gapWhere it leaksWhat we buildUnqualified consultationsStructured intake andcase-detail captureIntake done twiceScreening before a lawyeris involvedThe enquiry that waitedPaid consultation bookingDetails missing at theconsultBuilt on infrastructureyou control
How Avelle closes each gap for law firms.
What we build toward

What outcomes do we design for?

The targets every build in this sector is scoped against.

0

unqualified matters reaching a paid consultation slot

24/7

intake capture, including Friday evenings

2—4 wks

from first consultation to a live system

Design targets, not guaranteed results. Outcomes vary by business size, volume and starting point.

Integrations

Will it work with the tools we already use?

Avelle is platform-agnostic. We connect to your stack rather than asking you to migrate.

ClioPracticePantherGoogle CalendarOutlookStripeTwilioDocuSignYour document system
Explore related services

The pieces this is built from.

Most builds in this sector combine these three. Start with whichever is leaking most.

FAQ

Frequently Asked Questions

What does legal intake automation cost?

Firms typically start on the Growth package at $4,500 setup plus $1,500/mo, which covers structured intake, screening logic, consultation booking and CRM integration. Smaller practices sometimes begin at Launch, $2,500 setup plus $650/mo. Scope is set after a free consultation.

Does automated intake create professional-conduct risk?

It is built not to. The system gathers facts and books consultations — it does not give legal advice, assess a matter's merits, or create a solicitor-client relationship. Every response is scripted with you, and anything approaching advice routes to a lawyer.

Is client information secure and confidential?

Yes. Deployments run on secure Canadian infrastructure with encryption in transit and at rest, scoped against BC PIPA and your professional obligations. Your firm owns the data and sets the retention rules.

Will it integrate with Clio?

Yes. Avelle connects to Clio, PracticePanther and similar practice management systems, writing intake summaries and contact records into your existing matter structure rather than creating a parallel system.

How long until it is live?

Most firm builds go live in three to four weeks. Intake logic takes longer to get right than a booking flow, and we would rather test it properly than launch something that screens badly.

The 60-day zero-risk promise
Measurable, documented improvement within 60 days — or we keep optimising at no additional cost until you see it.
How it works →

Ready to stop spending partner time on intake?

Book a free 30-minute consultation. We'll map what a viable matter looks like in your practice areas and show you what screening would give back.

Book a Free Consultation

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