Automation Suite
Small Firm Intake Hub
Centralize every lead source. Whether they call, email, or fill out a web form, every potential client lands in one structured intake pipeline.
WisePath Systems is a done-for-you intake & lead defense system for small law firms. Capture every inquiry, automate follow-up, and sign more clients without adding staff.
Centralize every lead source. Whether they call, email, or fill out a web form, every potential client lands in one structured intake pipeline.
An intelligent agent that answers legal inquiries, performs basic conflict checks, and books consults day or night.
Automate your fee agreements and engagement letters. One-click generation and e-signature for zero friction.
A crystal-clear view of your pipeline: new inquiries, contact rates, pending consults, and hired matters.
We connect directly to the tools you already use. No new software to learn, just better workflow.
See how WisePath detects a "ghosting" lead after an initial inquiry and autonomously re-engages them to book a consultation.
Capture accident leads instantly. Automate medical records authorization and initial fact-gathering.
Handle urgent inquiries with discretion. Automate consult booking and fee agreement delivery.
Streamline document collection and multilingual intake forms to serve clients faster.
Works alongside tools like Clio, MyCase, PracticePanther, and Lawmatics. We can deliver structured intake data into your existing tools using automation platforms (e.g., Zapier/Make) or standard exports.
Built on secure, encrypted infrastructure using modern security best practices. All data is encrypted in transit (HTTPS/TLS) and at rest on our hosting provider.
Fast, low-latency responses so the intake agent feels like a natural conversation, not a robotic IVR tree.
Launch in days, not months. We handle the configuration and script setup so you can start capturing leads immediately.
$1,500 one-time. We build your core intake flow and lead defense system. Live in 2 weeks.
From $500/mo. Includes system monitoring, daily reporting, and continuous optimization.
For multi-partner firms or multiple office locations requiring complex routing.
They stopped losing after-hours leads to voicemail and saw a measurable boost in signed cases.
A busy immigration firm now has a structured process for every lead.
Automated the delivery of fee agreements for a family law firm, reducing the time from "yes" to "signed" from days to minutes.
5 patterns to capture high-value cases without adding staff hours.
What needs to be true before you let an automated system handle client calls.
Best practices for getting engagement letters signed digitally and instantly.
Tell us how intake works at your firm today. We’ll show you where leads are slipping through and whether WisePath is a fit.