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    Legal AI Client Intake & Automation

    Stop wasting billable hours on administrative tasks. 757Comply automates client intake and document collection securely, allowing attorneys to focus on casework.

    40% Reduction in Admin Overhead
    100% of Calls Answered Instantly
    2x Increase in Qualified Consultations
    757Comply AI automation platform for legal client intake

    The Old Way Is Costing You

    ✕
    The Old Way

    • Attorneys spending hours on unqualified consultations.
    • Manual chasing of client documents and signatures.
    • Missed inbound calls from prospective clients leading to lost business.
    • Scattered case notes across multiple systems and spreadsheets.

    ✓
    The 757Comply Way

    • Virtual Employee pre-qualifies cases instantly, saving attorney time.
    • Automated document request and reminder workflows ensure timely collection.
    • Erva Voice AI answers every inbound inquiry 24/7, capturing every lead.
    • Built-in CRM centralizes all case communications securely.

    How 757Comply Works for Law Firms

    Automated Client Intake

    The AI answers initial inquiries, collects basic case facts, runs conflict checks, and qualifies the prospect against your firm's specific practice areas, all before an attorney steps in.

    Consultation Scheduling

    Once a prospect is qualified, the AI automatically schedules a consultation based on the appropriate attorney's availability and sends calendar invites seamlessly.

    Document Collection Workflows

    Automated sequences send engagement letters, request necessary case documents, and follow up with clients who haven't submitted their paperwork, reducing administrative delays.

    The Tools Behind the Results

    Virtual Employee & Built-In CRM

    The Virtual Employee handles inbound and outbound communications for law firms and automatically logs case details, intake forms, and consultation dates directly into the built-in CRM. Current employees can be added as Users or Admins in the sub-account for full firm visibility.

    757Comply Virtual Employee and CRM dashboard for legal firms

    Erva Voice AI

    Erva handles the most common phone call types in legal, such as initial intake calls and case status inquiries, with human-sounding, professional conversation. It ensures no prospective client ever reaches voicemail.

    Erva Voice AI handling legal client calls

    Compliance Engine & AI Suggestion Mode

    The Compliance Engine enforces strict data security and attorney-client privilege protocols automatically. With AI Suggestion Mode, attorneys can review AI-recommended responses and legal summaries in real-time before anything is sent — keeping humans in control of legal advice.

    757Comply Compliance Engine for legal firms

    Real Results for Law Firms

    "757Comply handles our entire intake process. By the time I speak with a prospect, I already have their case facts and know they are qualified. It saves me 15 hours a week."

    — James Harrington

    Managing Partner, Personal Injury Law Firm

    40%
    Reduction in Admin Overhead
    100%
    Of Inbound Calls Answered Instantly
    2x
    Increase in Qualified Consultations

    Frequently Asked Questions: Legal AI Automation

    Can AI automate client intake for law firms?
    Yes, AI can conduct initial screenings, gather basic case facts, and schedule consultations based on attorney availability.
    Is 757Comply secure enough for confidential legal data?
    Absolutely. We employ enterprise-grade encryption, SOC 2 compliance, and strict access controls to protect attorney-client privilege.
    How does AI Suggestion Mode help attorneys review client communications?
    It drafts responses to client inquiries based on case files, which attorneys can quickly review, edit, and approve before sending.
    Can the AI integrate with Clio or MyCase?
    Yes, 757Comply offers integrations with major legal practice management software to sync contacts and case notes.
    Will the AI give legal advice?
    No. The AI is strictly guardrailed to collect information, provide status updates, and schedule appointments, never offering legal advice.

    Ready to Automate Your Firm's Intake?

    Join law firms using 757Comply to automate client intake, scheduling, and document collection securely.

    Book a Legal Demo

    30-minute live demo • Free consultation • No commitment required

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