Turn More Leads Into Clients
ClientAI automates your intake, follow-up, appointment scheduling, eSign, and payment requests in one platform, so you capture more leads, close more business, and grow your firm with less effort.
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60%
Efficiency Increase
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Support
40%
Conversion Boost
What ClientAI Automates
We automate lead capture, nurturing, intake, follow-up, scheduling, eSign, payments, and more so your firm runs smoother and wins more clients with less effort.
AI-Powered Lead Response
ClientAI instantly engages inbound contacts, qualifies leads, answers questions, and starts the conversion process automatically.
Marketing Automation
ClientAI automates personalized texts, emails, and voicemails, delivering timely follow-ups and reminders keeping your firm top of mind so leads never go cold.
Automated Appointment Setting
ClientAI’s calendar system handles all the heavy lifting, letting clients book themselves into your availability and automatically sending reminders that reduce no-shows
Client Intake Process Automation
ClientAI turns every consultation into a structured intake, then triggers follow-ups, sends retainers, and requests payment—so cases move forward instantly.
Electronic Signature Automation
ClientAI integrates e-signature directly into your lead pipeline, so agreements, intake forms, and authorizations are signed in minutes, not days.
Third-Party Integrations
ClientAI connects with PracticePanther, Clio, Box, and thousands of other apps. Our team handles setup, so your data moves smoothly between systems automatically.
Our Process
From first contact to follow-up, our process helps you win more clients, automate intake, and build lasting relationships at scale.
1
AI-Powered Singular Inbox™
Capture leads from ads, landing pages, social media, voice AI, texts and missed calls. ClientAI's AI-Powered Singular Inbox™ collects every inquiry in one place and sends instant automated responses so no lead is ever missed.
2
Smart Qualification System
Smart webforms and conversational AI collect essential details and qualify leads. Your team always knows which prospects are ready to move forward and which ones need follow-up.
3
Lead Conversion System
Our platform handles follow-up and appointment scheduling with automated texts, emails, and reminders. Interested leads are guided to book consults, so your calendar fills itself without manual effort.
4
After The Sale System
Simplify onboarding with automated eSign agreements, payment and retainer reminders. Request reviews, send birthday greetings and monthly newsletters to keep clients engaged and encourage repeat business.
What Our Customers Say
Don't just take our word for it. Hear from businesses we've helped transform.
"ClientAI completely changed our intake process. Their automation has saved us countless hours and made a huge difference in our client experience."
John Medler
The Medler Law Firm
"The custom CRM has completely transformed how we manage client relationships. With instant lead response, qualification, appointment setting, and follow-up, we’ve streamlined our entire intake process and boosted conversion rates by 40% since we started using it."
Bobby Shamuilian
My Rights Law
"Since switching to ClientAI’s CRM, tracking leads and following up has become effortless. We’ve seen a major jump in new client sign-ups and overall efficiency."
Rick Schiffmiller
Rick Schiffmiller EA Corp.
Frequently Asked Questions
Find answers to common questions about our services.
How much do your services cost?
Our service costs vary based on the specific needs of your business. We offer tailored solutions with transparent pricing that aligns with the scope and complexity of your project. Schedule a discovery call for a customized quote.
Do you require long-term contracts?
While we offer flexible contract options, our most successful partnerships are based on ongoing relationships. We provide both project-based services and continuous support plans to accommodate different business needs.
How long does implementation typically take?
Implementation timelines depend on the complexity of the solution. Simple automation projects may take 2-4 weeks, while comprehensive CRM builds or AI systems might require 2-3 months. We provide detailed timelines during our project scoping phase.
Do you offer ongoing support after implementation?
Yes, we provide comprehensive ongoing support for all our implementations. Our support packages include regular maintenance, troubleshooting, updates, and training to ensure your solutions continue to deliver optimal results.
Can your solutions integrate with my existing systems?
Absolutely. We specialize in creating seamless integrations with your existing software infrastructure. During our consultation and project scoping phases, we thoroughly assess your current systems to ensure smooth integration.
Ready to Convert More Leads Into Clients?
ClientAI gives your team the tools to move faster, follow up smarter, and close more potential new clients without extra work.
A complete done-for-you client engagement system that automates lead capture, follow-up, nurture, scheduling and documents from first contact to conversion.
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