INTAKE OPERATING SYSTEM · EN / ES

The Intake Operating System
for Immigration Firms
Phone-first. Spanish-first.

A 24/7 multilingual AI receptionist that answers every call as it arrives — in English, Spanish, or your Partner-chosen language — captures complete case context, and routes the qualified ones to the right person on your team. We deploy, tune, and manage it. You don't configure anything.

Book a demo See pricing
SOC 2 Type II controls in progressAES-256 at restPrivate dedicated infrastructureNative EN / ES
Inbound call
+1 (305) ·· connecting
LIVE
Qualified·I-130 spouse·Routed to Maria·Synced to Clio
THE PROBLEM

Most family-based firms can't see the intake leak. Until they do.

$0+/ month

Illustrative reference scenario — 10 missed cases per month at a $5,000 family-based flat fee. Your actual gap depends on case mix and current operations.

0%

Industry reference for unanswered-call rates at firms without dedicated intake staff (general legal-vertical data; your firm's rate may differ).

65 → 10

Reference funnel: of every 100 calls, ~65 get answered; ~10 become retained clients. Used as a diagnostic anchor for the audit, not a promise.

Most firms we audit show roughly $40K–$240K/month of unrecovered intake activity. Foundation lists at $1,500/month — your actual gap and the audit framework live in the calculator below.

LEAK CALCULATOR

Your leak, right now

Move the sliders against your actual firm shape. This math is diagnostic — your real audit number lives in the discovery call.

180 calls / mo
$5,000
35%
15%
Your leak
$47,250
per month — in cases that called and got nothing.
Annualized — illustrative
$567,000
Foundation Year 1 (list)
$25,500
setup + 12 mo
Math: calls × unanswered × would-retain × case value. This is a diagnostic anchor — your real audit number lives in the discovery call.
THE SYSTEM

Five steps. Zero gaps.

  1. Step 01
    Answer
    Every call, instantly, in EN or ES.
  2. Step 02
    Qualify
    Case type, urgency, office-hours logic.
  3. Step 03
    Route
    Right person, right context, right now.
  4. Step 04
    Recover
    Missed-call text follow-up within minutes.
  5. Step 05
    Sync
    Pushed to Clio / MyCase / Docketwise automatically.
THE MODULES

Built for how immigration firms actually operate.

01

Intake Shield

24/7 bilingual voice AI that answers every call and captures complete case context.

02

Case Control Engine

Routing logic that understands case types, urgency signals, and your office hours.

03

Follow-Up Guard

Missed-call recovery via text within minutes. Catches the leads that would disappear.

04

Interruption Filter

Existing clients and routine status checks handled without pulling paralegals off case prep.

05

90-Day Stabilization

Live data tuning so the system knows your intake patterns better than any human by day 90.

BUILT FOR SENSITIVE CASES

Private infrastructure. Hard boundaries. No shortcuts.

Every firm runs on its own dedicated VPS. No shared tenants, no noisy neighbors, no overlap with another firm's intake data.

Each client gets an isolated database schema with its own encryption keys. Blast radius is one firm, and we built it that way on purpose.

The AI has hard boundaries baked in: it never gives legal advice, and any compliance-adjacent signal escalates to a human immediately.

ISOLATED TENANT TOPOLOGY ACTIVE
FIRM A — Miami, FL
vps-7k2x9q
schema
aes-key
tls-cert
FIRM B — Houston, TX
vps-3m8w4n
schema
aes-key
tls-cert
FIRM C — Phoenix, AZ
vps-9j5c2r
schema
aes-key
tls-cert
Private VPS
Isolated schema
Unique keys
Private VPS Hosted (per client)
TLS in transit · AES-256 at rest
Client-isolated schemas and keys
SOC 2 Type II–aligned
Hard boundary: no legal advice
Human escalation on compliance signals
ON DAY ONE

Works with whatever you already use.

Clio
MyCase
Docketwise
Lawmatics
HubSpot
Custom CRM

No rip-and-replace. No double entry. No change to how your team works.

THE ROLLOUT

Live in days, stabilized in 90.

Day 1

System goes live. Zero missed calls. Staff never pulled for routine inquiries.

First 30 days

You see exactly how many calls you were missing. Paralegals recover 10+ hours/week.

Day 90

95%+ routing accuracy. System tuned to your firm's specific patterns. Outperforms a 3-year veteran receptionist.

THE FOUNDATION OFFER

Start with the receptionist layer.

Foundation is the entry point to the Intake Operating System — the AI receptionist that answers every call as it arrives. Premium and Enterprise add the intelligence and orchestration layers on top.

Done-for-you — everything included
$7,500$2,500
Case Study Partner setup — first 3 firms only · standard list $7,500
$1,500
/ month — list price for everyone
Year 1 total: $20,500 (CSP) · $25,500 (list)·Year 2+: $18,000 / year
  • Native English + Spanish on every call — no English-only fallback.
  • Real phone-line voice intake, not chat-or-form.
  • We deploy, tune, and manage the system. You don't configure anything.
  • Built specifically for immigration intake — narrow and deep, not a horizontal platform.
Book a demo See all three tiers
VOICE CHANNEL · ES
What a Spanish-language intake call sounds like.
Illustrative

An illustrative call. The AI assistant identifies as AI before substantive interaction (Florida Bar Op 24-1 compliance), captures the case type, surfaces the urgency signal, and routes to the right paralegal — entirely in Spanish.

Audio sample · 0:47
Sample call audio will be embedded here once final recording is approved.
[00:00]LealIntake:Buenas tardes, soy el asistente de inteligencia artificial del bufete Martínez & Asociados — no soy un abogado ni un miembro del bufete, pero puedo tomar su información y dirigir su caso al equipo correcto.ES
[00:08]Caller:Buenas tardes. Necesito ayuda — mi hermano tiene una audiencia migratoria y no sabemos qué hacer.ES
[00:14]LealIntake:Entiendo, eso es urgente. ¿Su hermano está detenido en este momento, o tiene una notificación para comparecer?ES
[00:20]Caller:No está detenido. Tiene una notificación, y la audiencia es en tres semanas.ES
[00:26]LealIntake:Perfecto. Voy a marcar esto como caso urgente de defensa de remoción y conectarlo con nuestro equipo. ¿Me puede dar el nombre completo de su hermano y un buen número de contacto?ES
Qualified·Removal defense — urgent·Routed to Beatriz·Synced to Clio
FEATURED BONUS$2,000 standalone

Multilingual Immigration Scripts Library

Pre-built EN + ES qualification scripts for the 10 most common family-based inquiries — spouse, parent, adjustment of status, consular processing, naturalization, removal defense, and more. Every additional language we add for your firm extends the library at no extra fee.

Value stack
  • 24/7 Multilingual AI Receptionist (annual)$36,000 – $48,000 / yr
  • Custom Intake System Build + Routing Logic$10,000 – $15,000
  • 90-Day Optimization & Tuning (dedicated service)$4,500 – $7,500
  • Private Dedicated Infrastructure$3,600 – $6,000 / yr
  • Follow-Up & Case Recovery Automation$18,000 – $24,000 / yr
  • SOC 2-Ready Infrastructure (controls in progress)$5,000 – $8,000 / yr
  • Bonus Stack (below)$7,500
Total value$84,600 – $115,500+ / yr standalone value

Standalone-value figures are illustrative reference scenarios — see Methodology & Disclosures for full disclosure of how these are constructed.

Bonus 01
Intake Leak Audit
A diagnostic of your current intake — daily call patterns, after-hours gaps, and every step where calls are falling out between first ring and retainer. Your actual gap depends on case mix and current operations.
Bonus 02
After-Hours Revenue Recovery Playbook
The evening, weekend, and holiday playbook — automatic callback scheduling, voicemail follow-up sequences, and process for keeping inbound interest warm instead of letting it go cold.
Bonus 03
Multilingual Immigration Scripts Library
Pre-built EN + ES qualification scripts for the 10 most common family-based inquiries — spouse, parent, adjustment, consular, naturalization, removal defense, and more. Every additional language added later extends the library at no extra fee.
Bonus 04
Consultation No-Show Recovery System
24-hour reminder texts, auto follow-up calls, self-serve rescheduling, and win-back sequences for prospects who miss appointments.
ZERO RISK

Three guarantees. No asterisks.

It works or we fix it.

90-day tuning. We keep refining at no extra charge until it performs to spec.

You don't lift a finger.

Fully done-for-you build. 30-minute team orientation. That's it.

Your data stays locked down.

Private dedicated infrastructure. AI never gives legal advice. Compliance-adjacent conversations escalate to a human immediately.

These are service guarantees. We don't guarantee revenue outcomes — we guarantee our system does what we say it does.

Case Study Partner setup ($2,500) reserved for the next 2 firms only — then Foundation moves to the $7,500 standard list price.
FAQ

Questions we get on every call.

How fast can this be deployed to our firm?
Standard deployment is 5–10 business days. Setup week one, number porting and staff orientation week two. You're answering calls — in English and Spanish — before the end of your next billing cycle.
How is my client data secured?
Every firm gets a private VPS with an isolated database schema and its own encryption keys. AES-256 at rest, TLS in transit. We're building toward SOC 2 Type II — the controls are in progress; we're not yet certified. Our core vendors (Vapi, Twilio) are independently SOC 2 Type II certified. Blast radius is one firm by design. No shared tenants.
Which CRMs do you integrate with?
Clio, MyCase, Docketwise, Lawmatics, and HubSpot out of the box. Custom CRMs via REST webhook. Captured case context, contact info, and routing decisions push through automatically — no double entry.
What happens after-hours / on weekends?
The system runs 24/7/365. A 2 AM Saturday call gets the same qualification, routing, and CRM sync as a Tuesday morning call. Urgent cases (detention, deadlines) escalate immediately; everything else is queued with complete context for your team to pick up Monday.
How quickly is a qualified lead routed to us?
Qualification and routing happen during the call. By the time the caller hangs up, the right attorney or paralegal has been notified with the case type, urgency flag, and full transcript. Missed-call text recovery fires within 60 seconds.
How much does this cost?
Foundation is $7,500 one-time setup + $1,500/month ongoing (Year 1 total: $25,500). Case Study Partner setup of $2,500 is available for the first 3 firms only. Premium adds an intelligence layer at $17,500 setup + $2,750–$3,500/month. Enterprise is sales-call-only until our first Enterprise close. Full details on the Pricing page.
Why not the $997/mo SaaS alternatives?
Pure-SaaS intake tools require your team to configure rules, train the agent, manage edge cases, and handle language-switching. We do all of that for you. We're also Spanish-first and phone-first — most AI intake tools are English chat-and-form. And we specialize in intake; tools that try to handle drafting and case assembly stretch the AI past its reliable depth.
Can we customize the qualification criteria?
Yes. Qualification logic is configured per firm: which case types you take, which you refer out, urgency thresholds, office-hours behavior, geographic filters, and who gets routed what. We tune it during the first 90 days against your actual call data.
What if we already have an answering service?
Most firms we onboard have one. Answering services take messages; LealIntake qualifies cases, routes with context, and syncs to your CRM. Firms typically keep their service for the first 30 days as a safety net and then sunset it once the system proves out.

See the system running on a real family-based immigration firm's call pattern.

30-minute demo. No pitch deck. We pull up a live system and show you.

Book your demo
30 min · live system · no pitch deck