Sample content — Preview · not real client data

Anderson Injury Lawyers — Case Intake & Client Portal

Flagship · Built for a named business

Every figure in this console is sample data, shown to demonstrate the interface. It is not real client data and not a performance claim.

The problem

Anderson Injury Lawyers was fielding calls from unqualified leads while paying clients waited on hold for basic case updates.

Every intake call took staff time before anyone knew whether the matter was even a fit, and existing clients had no way to check invoice or case status without phoning in.

Now prospects qualify themselves through structured intake before a consult is booked, and clients get a self-serve portal for case status and invoices.

Before

  • Every prospective client required a phone screen before qualifying
  • Consults booked manually, no self-serve scheduling
  • Clients called the front desk for basic case status updates
  • Invoice status was tracked separately from case communication

After

  • Prospects submit matter type and details before any call happens
  • Free consults booked directly online, pre-qualified
  • Clients check case status and invoices in a self-serve portal
  • Front desk fields fewer status-check calls, more new-matter calls

Live system

Intake

Contact Anderson Injury Lawyers

Booking

Anderson Injury Lawyers

Free Initial Consultation

Client Portal

Welcome back, D. Ferreira

Upcoming

Case status reviewThu, 10:30 AM

Invoices

Also Possible

What else Anderson Injury Lawyers could automate

Not built into this demo yet — shown so you can imagine the bigger system.

Document Upload Portal

A demo built for Anderson Injury Lawyers takes matter details before any call, and gives clients a portal for case status and invoices instead of a phone line.

Case Milestone Texter

Auto-notifies clients when their case reaches a new stage.

Live build queue — reserve your position

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