For law firms

Client Intake System

Legal clients judge a firm by its first response. A prospect who waits two days for a callback assumes that's how the whole relationship will feel — and hires the firm that replied first. The Client Intake System makes your intake fast, consistent, and professional, while keeping every real conversation human.

$4,999setup+$499/month — everything included

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The problem

What's quietly costing law firms.

If you recognize two or three of these, you're losing money you can't see on a P&L.

Slow intake loses good matters

Manual intake depends on whoever's free, so response times are inconsistent and qualified prospects are lost to faster firms.

Missed and after-hours calls

Legal needs are urgent and stressful. A call that hits voicemail is a client who keeps dialing until someone answers.

Consultation scheduling friction

Phone tag to book a consultation adds days and drop-off to a process that should take minutes.

Inconsistent follow-up

Prospects who don't book immediately rarely get a professional, timed follow-up — so they drift to a competitor.

What it costs you

Lost revenue, wasted time, lost ground.

The three ways this problem quietly drains a business like yours.

Lost revenue

A single retained matter can be worth thousands to tens of thousands in fees. Responding first and following up consistently means more qualified consultations booked — and even one additional retained client a month far exceeds the system cost.

Wasted time

Intake calls, scheduling, and follow-up consume hours of paralegal and attorney time that's better spent on billable work — and much of it is repetitive and automatable.

Competitive disadvantage

Clients hire the firm that responds fastest and feels most organized. This system gives a local firm the instant, polished intake of a large practice, while keeping the relationship personal.

The solution

What the system installs.

Every opportunity above, turned into a working automation inside your existing tools — built, managed, and optimized by Talver.

AI receptionist & after-hours intake

Calls and enquiries are answered, qualified, and routed around the clock, so no prospective client hits a dead end.

Intake assistant

A site assistant captures matter type and key details up front, making the first conversation sharper and more personal.

Consultation booking

Qualified prospects book a consultation in a couple of taps, with reminders that cut no-shows.

Professional follow-up

Timed, on-brand follow-up keeps prospects engaged without nagging, recovering matters that would otherwise slip.

What's included

One system. One price. Everything handled.

The Client Intake System bundles the services below into a single managed system — installed in your tools, monitored, supported, and continuously optimized. No piecing it together, no surprise add-ons.

Bought individually, these services run $5,996 setup + $796/mo. As a system it's $4,999 setup + $499/mo — saving about $997 upfront and $297/mo, with hosting, monitoring, and support included on top.

Client Intake System

Lead Follow-Up Automation$199/mo value

Booking Automation$149/mo value

AI Website Chat Assistant$149/mo value

AI Receptionist$299/mo value

Hosting, monitoring, support & optimizationIncluded

Complete system$4,999 setup + $499/mo

Get this system Customize it

Fixed pricing in CAD. Month-to-month, no lock-in.

Expected outcomes

What changes once it's running.

Firms on this system respond to every enquiry in minutes, qualify intake consistently, and book more consultations — capturing the good matters that used to go to whichever firm simply answered first.

Estimates based on typical results for a business of this type. Your numbers depend on your volume and pricing — we'll model them with you on a call.

Typical impact

0–12 hrs

intake & admin time saved weekly

0–50%

faster first response, typical

$0k–$15k

estimated monthly revenue protected

Go deeper

Playbooks behind this system.

The thinking and the numbers behind what this system does.

Industry playbooks

How local professional firms can automate intake without losing trust

For lawyers, accountants, and clinics, the first response sets the tone. Here's how to make intake fast and consistent while keeping it human.

5 min read

Lead capture

Why a slow reply is quietly costing you customers

Most local businesses lose work not on price, but on speed. Here's why the first responder usually wins — and how to always be first.

4 min read

Prefer the deep-dive? Read the full law firms playbook, or browse all industry systems.

FAQ

Client Intake System — questions, answered

What owners want to know before getting started.

How much does the Client Intake System cost?

$4,999 one-time setup plus $499/month, all in Canadian dollars. Pricing is fixed with no hidden fees, hosting, monitoring, and support are included, and it's month-to-month with no lock-in.

What's included in the Client Intake System?

It bundles Lead Follow-Up Automation, Booking Automation, AI Website Chat Assistant, and AI Receptionist into one fully-managed system — installed inside the tools you already use, then monitored and optimized by Talver.

How quickly can it go live?

Most systems are up and running within two to four weeks. We install everything inside your existing phone, calendar, and software, so there's no rip-and-replace and minimal disruption.

Do I have to switch my phone system or software?

No. The Client Intake System works with the phone number, calendar, and tools you have today — we build around your setup, not the other way around.

Is this a good fit for law firms?

Yes — it's purpose-built for law firms. The automations, follow-ups, and messaging are tailored to how law firms actually win and keep customers.

Ready to put the Client Intake System to work?

Get this system as-is, customize it in the builder, or book a call and we'll tailor it to your numbers.

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