Answer every case inquiry in under a minute.
Including the ones that land at 2am. Clifton Counsel texts them, emails them, assigns the file, books the consult and chases the no-show. Your firm's name on every message.
- 0:00Form submittedRear-end collision on I-275. No attorney yet.
- 0:04Text and email sentBoth carrying the booking link.
- 0:06File assignedRound robin picks the next attorney. Call task created.
- 0:09Flagged urgentAn adjuster already called them. Whole team alerted.
- 2:41Consult bookedThursday 10:00am. Reminders queued.
From their first click to a signed retainer, step by step.
Here's the whole journey a case inquiry takes through the system, and the exact messages the person on the other end is getting while it happens.
Someone reaches out
0:00They fill in your case review form, or they call and nobody picks up. Either way the system has them, and the clock starts.
They hear back in seconds
0:04A text and an email go out from your firm's number, both carrying your booking link. If they answered the form in Spanish, they get Spanish back.
The file gets an owner
0:06Round robin assigns the next attorney, opens an opportunity in the pipeline and drops a call task on that attorney's list. A returning client keeps whoever handled them last.
Urgent cases jump the queue
0:09If they flagged something that can't wait, an adjuster calling or a date already on the calendar, the whole team gets the alert instead of just the assigned attorney.
Questions get answered at 2am
Any hourThe intake assistant handles what it can, stays inside the guardrails your attorney approved, and steers the conversation toward a booked consult. It never gives advice.
The consult gets booked and kept
Same dayConfirmation on booking, a reminder the day before, another two hours out. Cancel or no-show and three rebook messages go out on their own before anyone at the firm has to notice.
Quiet leads get chased for a week
7 daysSix touches over seven days for anyone who goes silent. After that the opportunity closes itself and they drop into a 30, 60 and 90 day nurture instead of being forgotten.
You take the call
Your partThis is the only step the software doesn't do. By the time you pick up, the facts are in the file, the matter type is tagged and the follow-up is already scheduled behind you.
Retainer, then welcome
After signingThe signature chase runs until it comes back. Then a welcome text, a what-happens-next email, a task to open the matter file, and a check-in at the end of week one.
They never wonder where it stands
30 / 60 / 90At thirty, sixty and ninety days the client hears from you whether or not there's news. That's the silence that turns into a bar complaint, closed before it opens.
The case didn't go to a better firm. It went to a faster one.
Most firms don't lose files on the merits. They lose them in the gap between someone reaching out and someone calling back. Here's what sits in that gap instead.
It rings out. There's no voicemail worth leaving and they've already got two other firms open in another tab.
Somebody checks the inbox in the morning. By then they've signed with whoever picked up last night.
The slot is gone, the attorney's hour is gone, and nobody follows up because nobody logged it.
Nothing's wrong with the case. They just haven't heard anything, so they assume the worst and call the bar.
It's on somebody's calendar. Whether anyone looks at that calendar in time is a different question.
Twenty-one workflows, already built. None of them your problem.
This isn't a blank CRM you have to configure. Every sequence below is built, tested and published before your firm ever logs in. We swap in your name, your calendar and your attorneys, and it runs.
Speed to lead
Form comes in, text and email go out, the file gets an owner and an opportunity, and a call task hits the right attorney. Urgent matters split off and alert the whole team.
SecondsMissed call text-back
Every missed call gets an immediate text from your firm's number, plus a same-day call-back task for the assigned attorney.
ImmediateAI intake assistant
Answers questions, qualifies, and moves people toward a booked consult without pretending to be a lawyer. It stays inside guardrails you approve before it goes live.
24 / 7No-response follow-up
Six touches over seven days for anyone who goes quiet. If they never come back, the opportunity closes itself and they drop into long-term nurture.
7 daysConsult confirm and remind
Confirmation on booking, a reminder 24 hours out, another 2 hours out. Tied to your consult calendar so nothing else on the schedule triggers it.
3 touchesNo-show and cancellation rebook
Three rebook messages carrying your booking link, then a call task if they still haven't picked a new time.
AutomaticRetainer signature chase
Once the retainer goes out, the follow-up runs itself until it comes back signed.
Until signedNew client welcome
Welcome text, a what-happens-next email, an open-the-matter task for staff, and a check-in at the end of week one.
Week 1Declines that protect you
A non-engagement email with a deadline warning and a state bar referral pointer. Your attorney approves the exact wording before it ever sends.
Approved copyPost-consult follow-up
The day after a consult they hear from you, and again on day four. The attorney gets a task to log the outcome so nothing sits in limbo.
Day 1 and 4Long-term nurture
Cold leads get a touch at 30, 60 and 90 days. Every text carries an opt-out.
90 daysReview requests, on purpose
Reviews are never automatic at signing. Someone at the firm tags the client when the matter ends well, and only then does the ask go out.
Manual triggerBilingual intake
The intake form asks for preferred language and the follow-up answers in it. English and Spanish, same form, same pipeline.
EN / ESPipeline and ownership
Round robin assigns new files across your attorneys, and a returning client keeps whoever handled them last. Every task routes to the assigned owner automatically.
Round robinA missed deadline is a firm-wide problem, so it gets a firm-wide alarm.
Type a court date into the file once. From there the system watches it for you, and it doesn't care whether the assigned attorney is on vacation.
- Seven days out, every user gets an email and a coverage task.
- Two days out, it happens again.
- Enter a date that's already inside seven days and the alert fires right away instead of being skipped.
- Move the date and a fresh watch starts on the new one.
On the first of the month, you find out which marketing actually worked.
A report lands in your inbox at 10am on the 1st, comparing last month to the one before it. The line most firms have never seen is leads by source, broken out with open, won, lost and win rate beside each one. That's the number that tells you where the next ad dollar goes.
Nobody has to build it, run it or remember it. It just shows up.
About a week from signature to live.
The build already exists, so most of the install is swapping your details in and getting your number cleared to send.
We set up your account
Your firm's name, your consult calendar, your attorneys on the assignment rotation, and your booking link wired through every message that goes out.
Your number gets cleared
Carrier registration for business texting. This is the part that takes real days rather than hours, and it's the one thing we can't rush.
You approve and we go live
Your attorney signs off on the decline wording, we test the assistant on a live number, then flip it from suggesting replies to sending them.
When we'll tell you this isn't for you.
This fits if
You take consults. Leads come in by phone and web form. Somebody is supposed to call them back and that somebody is also billing hours. You've got at least one attorney who can be assigned a file, and you'd rather pay for a system than another receptionist.
This doesn't fit if
You don't want texts going to clients at all. Your firm runs entirely on referrals and never advertises. Or you want a full case management system with document assembly and trust accounting, which this isn't and doesn't try to be.
One price. Everything turned on.
No tiers to pick between and nothing held back for a higher plan. Every firm gets the whole system, and there's no annual contract, so if it isn't earning its keep you can stop and your data goes with you.
Clifton Counsel
- Speed to lead, text and email in seconds
- Missed call text-back
- AI intake assistant, around the clock
- Consult booking and three reminders
- No-show and cancellation rebook
- Seven-day follow-up for quiet leads
- Deadline watch with firm-wide alerts
- Client status updates at 30, 60 and 90 days
- Retainer chase and new client welcome
- Non-engagement declines your attorney approves
- Bilingual intake, English and Spanish
- Long-term nurture at 30, 60 and 90 days
- Review requests, only when you say so
- Pipeline and round robin file assignment
- Monthly report to your inbox on the 1st
- Your branding on the portal and every message
Texting and calling usage is billed at cost on top, and it's usually a few dollars a month per attorney.
Multi-office firms and anything custom, we'll price it on the call.