Client intake software for New York law, accounting, and consulting firms.
The inquiry arrives after hours, by form, email, or WhatsApp, and it waits until someone has time. We build the intake that catches it, asks the questions that decide whether it is your matter, and routes it to the right person. Time, billing, and the practice system you already pay for stay yours. We connect to them when the written scope includes that connection. Led from Suite 2121, 101 Hudson Street, Jersey City.
We start up to 3 new projects a month
What the software has to do
- 01One queue for the website, email, and WhatsApp
- 02Questions that sort a real matter from a poor fit
- 03Follow-up your team approves, until someone answers
- 04A handoff into the CRM or practice system you already use
The software
Intake records the inquiry, asks the facts you need before a partner spends an hour, and shows the team what is waiting. The AI Lead and Sales Engine is that system when the job is capture, scoring, routing, and follow-up. It is usually $5,000–$15,000 and takes 1–3 weeks. There is no published case for this intake system yet.
A portal where the client uploads documents and sees status is a custom application. You get a fixed scope and price after we see the steps.
What stays in the system you already run
Clio, MyCase, or the suite you use for time, billing, and matters. We do not replace it. We do not run a conflict check that takes the decision away from the lawyer. If the scope says the new matter should open there, we map the fields and you review the map.
Related
Three engagements.
- No. 01 · 4–6 weeksRevenue WebsiteA site engineered to turn visitors into qualified inquiries and sales.$10k–$40k
- No. 02 · 1–3 weeksAI Lead & Sales EngineEvery lead captured, scored and followed up, automatically.$5k–$15k
- No. 03 · Monthly · 3-month minimumGrowth PartnershipYour system gets stronger, and brings more customers, every month.$2k–$5k/month
Techmines Technologies LLC
Suite 2121, 101 Hudson StreetJersey City, NJ 07302
Questions.
Do you replace Clio or MyCase?
No. We build the intake in front of the system you already use, and connect the new matter when the scope says to.
Who approves the questions?
You do. Where the profession requires it, your own counsel reviews them before they go live.
What does it cost?
The intake and follow-up engine is usually $5,000–$15,000, in 1–3 weeks. A document portal is priced after the scope is written.
Two minutes to apply. Reviewed by leadership. A reply within 24 hours on business days.