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
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Scalvera — Firm Dashboard

12

Consults

+3 this week

68%

Retained

↑ 5%

5

Pending

Intake Pipeline

Inquiries24
Consultations14
Retained10
Active Cases8

A day at your firm

Three moments that decide whether you get the case.

8:15 PM · THURSDAY

A new inquiry arrives after hours.

Intake that feels as deliberate as your practice: a calm reply, a few questions, a consultation on the calendar.

Conversations

Customer

  1. Web form: car accident inquiry · 8:15 PM
  2. 8:15 PMThank you for contacting [Firm]. May I ask a few questions so the right attorney can help?
  3. 8:17 PMYes. I was rear-ended last week.
  4. 8:18 PMI am sorry to hear that. [Attorney] has a free consultation Friday at 10 AM. Would that work?
  5. 8:19 PMYes, thank you
  6. Consultation booked · Fri 10:00 AM
Sample data

THU 8:15 PM

Two firms get the same after-hours inquiry.

The first firm to answer usually gets the consultation. Intake keeps running when the office is closed.

Speed to lead
Inquiry · 8:15 PMNext business day · 9:00 AM
With ScalveraReply at 8:15 PM

"Thanks for reaching out. Here are two times for a consultation." The inquiry is booked.

Voicemail onlyCall back at 9:00 AM

The message waits overnight while the person keeps searching.

Consultation booked overnight
Sample data

TUE 3:00 PM

A consultation, then silence.

The engagement letter goes out and nobody follows up. A polite reminder runs on a schedule until it is signed.

Conversations

Customer

  1. Consultation held · engagement letter sent · Tue 3:00 PM
  2. Not signed yet. Reminder scheduled. · Thu 9:00 AM
  3. Thu 9:00 AMHi Daniel, a friendly reminder that your engagement letter is ready to sign. Reply here with any questions.
  4. Thu 10:12 AMSigning it now
  5. Engagement letter signed · Thu 10:20 AM
  6. Client retained
Sample data

Five stages, one system

From first call to five-star review.

  1. 1

    Capture

    Calls, texts, forms and web chat in one inbox

  2. 2

    Follow up

    Instant replies and scheduled nudges

  3. 3

    Book

    Customers pick a time themselves

  4. 4

    Close

    A pipeline from estimate to paid

  5. 5

    Review

    Review requests and replies on autopilot

Secure intake

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.

  1. 01

    Intake pipeline

    track leads from initial contact through consultation to retained

  2. 02

    Automated consultation booking with calendar sync and SMS reminders

  3. 03

    Unified inbox for email, SMS, and web chat inquiries

  4. 04

    Automated follow-up sequences for leads who haven't booked a consultation

  5. 05

    Google review requests sent automatically after case resolution

  6. 06

    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

See all questions

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