AI-Powered CRM & Client Intake
Never miss a lead. Max’s AI intake captures, conflict checks, and organizes new clients automatically, so you can focus on winning cases.
I used to manually enter data and pray I didn't miss a conflict. Now, I walk out of a deposition to find a fully vetted, high-value case waiting for me.
See It In Action
A real look at the ai-powered crm & client intake dashboard — not a generic template.
Max in Action
Monday 2:15 PM — A New Slip-and-Fall Lead Arrives
PI attorney David Rodriguez is in court for a motion hearing when his website’s AI intake form captures a promising new lead.
Maria Garcia submits an intake form on David's website, describing a slip-and-fall incident at the local 'BigMart' supermarket.
Max instantly parses the form, identifying names, dates, and the opposing party, 'BigMart Inc.'
Max automatically cross-references 'BigMart Inc.' and 'Maria Garcia' against all current and past client records. No conflicts are found.
Max creates a new contact for Maria Garcia, opens a new matter titled 'Garcia v. BigMart Inc.', and places it in the 'New Lead' stage of David's pipeline.
A notification appears on David’s phone: "New PI Lead: Maria Garcia (Slip & Fall @ BigMart). Conflict check clear. Ready for your review."
Total time for Max: 2 minutes. Without Max: 30 minutes of manual data entry, conflict checking, and case creation.
What's Included
Everything you need to streamline this part of your practice.
AI-Powered Intake Forms
Create custom intake forms that clients can fill out online. Our AI extracts key information, creates a new contact, and even flags potential conflicts.
Smart Contact Management
A centralized database for all your contacts. Track relationships, communications, and case involvement in one place.
Conflict Checking
Automated, firm-wide conflict checking across all your contacts and cases to prevent ethical issues before they arise.
Lead Tracking Pipeline
Visualize your new business pipeline from initial inquiry to retained client, ensuring you never let a potential lead fall through the cracks.
How It Works
Get started in minutes, not hours.
Customize Your Intake
Build your ideal client intake form with our drag-and-drop editor. Add custom fields, conditional logic, and your firm's branding.
Share & Embed
Share a secure link to the form with potential clients, or embed it directly on your website for a seamless experience.
AI-Powered Review
As submissions come in, Max's AI analyzes the data, creates contact profiles, and runs an initial conflict check, flagging items for your review.
Convert to Matter
With one click, convert a qualified lead and their intake data into a new case, automatically populating the matter with all the information you've collected.
Stop Losing Hours to Admin Work
99 AI-powered tools. One flat rate. Money back guarantee.
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