A Smarter CRM to Track, Organize, and Move Every Lead Forward

ClientAI delivers a centralized CRM for professionals who need to track every lead, follow every conversation, and manage each opportunity without missing a beat. From first contact to retention, you get complete visibility into your intake lifecycle. ClientAI automates lead capture, follow-up, and appointment scheduling to help your firm book more consultations and move potential new clients toward retention faster.

AI-Powered Lead Response

Respond instantly across every channel to convert more PNCs before they go cold.

ClientAI replies to every inbound lead in seconds by text, email, voicemail, or webchat, day or night. Our system builds trust instantly and keeps your firm top of mind with smart, persistent follow-up until the lead responds. You will never miss another opportunity to sign a high-value case.

Key Benefits

Instant replies to ads, forms, and calls

Multi-channel outreach (text, email, voicemail)

Smart follow-up until they respond

AI chat widget qualifies leads live

Always-on first response system

Marketing CRM

Track every contact and task—so no lead falls through the cracks.

ClientAI gives you a complete timeline of every PNC’s journey. Every call, form, document, and note is captured in one place, so your team can stay organized and follow up consistently. You’ll never forget who’s waiting, what was promised, or what comes next.

Key Benefits

Full lead and client history

Assign tasks and follow-up steps

Tag, sort, and filter contacts easily

Attach notes, documents, and files

Syncs with intake and automation

Marketing Automation

Automated follow-up keeps your firm top-of-mind without writing or scheduling a single message.

ClientAI delivers proven follow-up sequences that keep your firm in front of every PNC, whether they’re ready to sign today or in three months. Each sequence is tailored to your firm’s case types and intake process, so no opportunity goes cold.

Key Benefits

Proven hot and long term nurtures pre-loaded

Triggers by timing or contact activity

Fully customized by case type

Personalized messaging matched to each lead stage

Converts more leads without extra workload

Automated Appointment Setting

Book qualified PNCs on autopilot—and reduce no-shows automatically.

ClientAI qualifies each lead, sends the correct calendar link, and routes them to the right person. Our system handles booking, reminders, and intake questions so your team can spend time only on serious cases.

Key Benefits

Custom calendar links by case type

Text and email reminders included

Smart intake routing before booking

Auto-reschedules no-shows

Works on any device

Client Intake Process Automation

Capture every detail during the consult—then automate the follow-up.

ClientAI turns each consultation into a structured intake. Once the intake team or attorney logs the PNC’s answers, the system triggers tailored follow-ups, sends the retainer, and requests payment, moving the case forward with zero delay.

Key Benefits

Guided intake surveys during consultation

Retainer terms captured and automated

Automated retainer and payment request

Post-call follow-ups for undecided leads

Keeps every intake moving forward

Workflow Automation

Move Leads Through Every Stage—Without Manual Work or Missed Follow-Ups.

ClientAI keeps your pipeline moving by responding to real-time lead behavior. Based on each prospect’s activity, we automatically send reminders, shift pipeline stages, and queue the next task. Your team stays ahead without chasing leads manually.

Key Benefits

Sends instant replies and reminders to new leads

Automatically moves leads forward based on responses

Updates triggered by lead actions and responses

Actions triggered by consults, eSign, surveys, etc.

Converts more leads with less hands-on work

eSignature Automation

Collects signatures instantly to improve case momentum and simplify onboarding.

ClientAI automates the retainer process so PNCs can sign on the spot. If they’re ready, they can sign during the consultation, keeping momentum high and eliminating delays in starting representation.

Key Benefits

Mobile-friendly signature links

Triggered by pipeline stage

Follow-up reminders until signed

Ready to sign during consultations

Uploads to Box for secure storage

Smart Billing Integration

Get paid faster with automated payment links and flexible billing plans.

ClientAI sends out one-time or structured payment links automatically after the retainer is signed. Invoices and reminders are tracked in one place, so PNCs can pay immediately without awkward follow-up.

Key Benefits

Trigger billing the moment a retainer is signed

Stripe or third-party processor integration

Offer custom payment plans

Lets PNCs pay instantly after signing

Streamlines handoff to your billing process

Data Analytics Dashboard

See exactly what’s working, and what’s costing you leads, so you can double down on what delivers.

ClientAI connects every lead to its source and tracks performance across your entire intake journey. From first contact to signed retainer, you’ll know which campaigns actually convert into paying clients, where leads fall off, and how to improve your process without relying on spreadsheets or assumptions.

Key Benefits

Track lead sources through every intake stage

Monitor bookings, cancellations, and no-show rates

Identify where leads stall or disengage

See which campaigns generate the most conversions

Eliminate manual reporting and unclear attribution

Third-Party Integrations

Connect everything with your existing tools—no disruptions or rework required.

ClientAI integrates with Practice Panther, Clio, Box, and thousands of other platforms using APIs and low-code tools. Our team sets it all up so your data flows between systems without lifting a finger.

Key Benefits

Integration with most practice management software

Connect forms, calendars, and docs

Automate data between platforms

Fully setup by our team

Scalable with your business

Review & Reputation System

Grow your 5-star reviews automatically—while protecting your reputation.

ClientAI sends review requests automatically when cases close. Positive feedback gets responded to instantly, while any negative reviews trigger alerts helping you build trust and manage visibility across top platforms.

Key Benefits

Sends review requests after case completion

SMS and email with review links

Supports Google, Yelp, Avvo, and more

Auto-replies to 4 and 5-star reviews

Alerts and support for negative reviews

Voice AI Receptionist

Never miss a call—even after hours or when your team is unavailable.

ClientAI’s voice assistant answers calls 24/7, qualifies PNCs, answers FAQs, and routes urgent messages. You stay responsive without adding staff and your leads never go to voicemail again.