The retainer goes out the moment the call ends.
Built. Request a demo and watch it run on your cases.
Most clients shop their case to more than one firm, and a great first conversation often ends the search on the spot.1 Every strong case is a race to the signed retainer. Execute wins that race for you: the moment the call ends, the sign up documents are drafted and screened the way your firm screens, and once your attorney approves, the retainer goes to the client for signature. Execute follows up until it comes back signed. Nobody on your team types a word.
Request a demoIt is 7:40 PM on a Friday. A strong case just came through the answering service. Your intake paralegal left at 5:30 PM and the retainer will not go out until Monday morning at the earliest.
Somewhere across town, another firm’s retainer is already in that client’s inbox. That case would have been yours if the retainer had gone out sooner.
Speed that hiring cannot match.
The race to the signed retainer
Each bar is the time from the intake call to a retainer out the door. Shorter is faster. The dashed line is the moment the client signs with the first firm. Everything after it is drafting for a client who already chose.2
1. Clio, 2019 Legal Trends Report: 57% of clients who hired a lawyer contacted more than one firm, and 42% said that after a great first conversation they ended the search without contacting anyone else.
2. Clio, 2024 Legal Trends Report secret shopper study: only 40% of law firms answered the phone, 48% could not be reached by phone at all, and a third responded to email. The firm that answers and delivers first holds the advantage.
The full answer: how does AI legal intake work?
From intake call to signed client, with one attorney approval in the middle.
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The intake call ends
Whether your staff or your answering service takes the call, Execute picks up the case details the moment it ends. Friday nights and holiday weekends included.
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The screening runs the way your firm screens
It applies your criteria, accepts what you would accept, and flags anything that needs a human call.
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The sign up documents draft themselves
Retainer, authorizations, and intake documents, matched to the case type and your firm’s own templates, before anyone has typed a word.
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An attorney approves, and the package goes out
One review, one click, and the documents are out for electronic signature.
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Execute follows up until it is signed
Reminders go to the client until the retainer comes back, and nobody on your team has to remember.
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The signature starts the next stage
The moment the retainer is signed, the first record requests are drafted and waiting for approval. That handoff is Prelitigation, Product No. 02.
You sign up the cases you want.
Winning the signed retainer stops being a coin flip
Your firm responds immediately, at any hour, every time.
The screening works the way your firm works
Every case evaluated the way your best intake person evaluates it, no matter who picked up the phone.
Onboarding stops slipping
No waiting for someone to review the intake notes and draft the opening documents.
Nothing new to learn
The whole sequence runs across the software your firm already uses. No new logins, no migration, no training.
The next strong case calls tonight. Be the firm whose retainer goes out first.
Request a demo, and we’ll run Execute on a few of your real cases. You watch it work.
Prefer to talk? Call 212 206 2520.