CRM & Automation for Law Firms

First impressions are formed in seconds—often before a prospect reaches your desk. Leading firms need intake that feels as deliberate as their practice: one system for pipeline and scheduling, a unified inbox, and an AI Voice Receptionist that answers with professional restraint.

Scalvera brings CRM, automation, and review requests together so no lead slips through and your firm stays visible where clients search.

Intake pipeline — track leads from initial contact through consultation to retained

Automated consultation booking with calendar sync and SMS reminders

Unified inbox for email, SMS, and web chat inquiries

Confidential first contact—by design

Prospects judge your firm before they ever speak to an attorney. Scalvera keeps intake data protected while your AI Voice Receptionist answers with the steady, professional tone clients expect—never pushy, never casual.

HIPAA-aware & data security

Encryption in transit and at rest, disciplined access patterns, and intake flows built for sensitive information. When your practice touches protected health information, workflows can align with HIPAA expectations alongside your own compliance counsel—not a substitute for legal advice.

Controlled, defensible intake

Web forms, SMS, and voice touchpoints stay organized in one system so nothing gets lost in a personal inbox. Audit-friendly handoffs from first call to retained client.

AI Voice Receptionist—firm tone

After-hours and overflow calls are answered with calm, courteous language: clear next steps, no legal advice, seamless transfer or callback scheduling. Your firm sounds composed—not like a retail call center.

Implementation details vary by subscription and configuration. Discuss retention, BAAs, and jurisdictional requirements with your team before going live.

What You Get

One system for client intake, case management, scheduling, and marketing.

Intake pipeline — track leads from initial contact through consultation to retained
Automated consultation booking with calendar sync and SMS reminders
Unified inbox for email, SMS, and web chat inquiries
Automated follow-up sequences for leads who haven't booked a consultation
Google review requests sent automatically after case resolution
Landing pages and lead capture forms optimized for legal services

Common Problems We Fix

Potential clients call, leave a message, and hire another attorney before you call back
Intake inquiries sit in email without a systematic follow-up process
No visibility into how many consultations are converting to retained clients
Paying for separate CRM, calendar, and email marketing subscriptions
Online reviews are stale, hurting your visibility in local search
Your website generates traffic but not consultations

Frequently Asked Questions

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