Legal
CRM for law firms, from first contact to consultation
A law firm gets a lot of messages that never become cases, and that wastes attorney time right there. The AI does the first screening, understands what the person needs and books a consult for people with a real case, in a slot that is open on the calendar.
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The problem is not a lack of contacts, it is intake
Messages come from people with a case, people who need a different practice area and people who just want free advice. When the attorney filters that on WhatsApp, their day turns into support work. When nobody filters, the good client waits with everyone else and goes to another firm.
The AI screens, the attorney advises
In a law firm, every answer carries professional weight. So you define exactly how far the AI goes, and it hands the conversation to an attorney the moment the topic calls for it.
| In the conversation | Who does it | How |
|---|---|---|
| Ask what it is about and which practice area | The AI | First screening, 24 hours a day |
| Explain how a consult works | The AI | With the information your firm wrote |
| State the consult fee | The AI, on Professional | Reading your service catalog |
| Book the consult with the right attorney | The AI, on Professional | From each professional's calendar |
| Legal advice on the case | The attorney | The AI hands over to the right person right away |
| Assess the chances of the case | The attorney | With the conversation history ready |
Confidentiality and data, the way your firm needs to explain it to clients
- Each firm's data is kept separate in the database
- Your clients' conversations are never used to train AI models
- A named data protection officer in the privacy policy
- A record of which team member opened and answered each conversation
- Data export and deletion on request, at any time
Connects to your case management system
atendIA handles contact, screening, the booked consult and the conversation history with each client. It connects to your case management system through the API and webhooks, available as an add-on.
Plans and pricing
The CRM with manual screening and the calendar starts on the Basic plan, at $49 a month. The AI doing the screening on its own is the Essential plan, at $99, and the one that books the consult is the Professional plan, at $199.
See all plansFrequently asked questions
Can the AI make up prices or promise things we do not do?
It answers within the rules you set, including what it must never promise and when to hand over to a person. On the Professional plan, price and duration come from your service catalog, not from a guess.
What happens to my customers data?
It is isolated per company in the database and is never used to train AI models. You can export it or ask for it to be deleted at any time.
How is the AI set up?
You fill in a form about your business: what you sell, prices, opening hours and what it must never promise. The AI starts answering from that, and its instructions stay editable in the dashboard.
Can it integrate with the system I already use?
Yes. atendIA has a documented API and webhooks for messages, contacts and appointments, available as an add-on on any plan.
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