Case Evaluation & Intake: Turn Website Visitors into Signed Clients

Case Evaluation & Intake: Turn Website Visitors into Signed Clients

AI-powered case evaluation that qualifies leads, books consultations and converts prospects - all before you spend a minute on the phone.

Problem

Immigration attorneys spend hours on consultations that go nowhere. Unqualified leads waste your time. Qualified ones slip through because follow-up takes too long.

LegalBridge flips this. Prospects evaluate themselves on your website, you see exactly who's worth calling, and the system handles retainers, signatures, and payments - so you can focus on cases, not chasing leads.

How It Works

Capture

Prospect lands on your website, uploads their resume, and gets an instant AI evaluation

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Qualify

You receive a detailed assessment - visa eligibility, criteria strength, case viability

Consult

Prospect books directly on your calendar you walk in prepared with their evaluation

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Convert

Send retainer, collect signature, accept payment—prospect becomes a case automatically

Feature Details

Feature Details

Lead Qualification & Client Conversion

Embed AI-powered evaluations on your website, qualify leads instantly, schedule paid consultations, and convert prospects with e-signable retainers.

Embeddable Lead Evaluation

Advanced Evaluation (Deep Case Analysis)

Basic Evaluation (Quick Assessment)

RFE Response Evaluation

Built-In Consultation Scheduling & Payment Collection

Retainer Generation & E-Signature

Embeddable Lead Evaluation

Advanced Evaluation (Deep Case Analysis)

Basic Evaluation (Quick Assessment)

RFE Response Evaluation

Built-In Consultation Scheduling & Payment Collection

Retainer Generation & E-Signature

Connects to Your Entire Workflow

Intake isn't isolated, it flows seamlessly into the rest of your case management.

Connects To

How

Client Portal

New clients automatically get portal access to upload documents

Document Management

Documents uploaded during evaluation flow into the case file

Questionnaires

After conversion, questionnaires can be sent immediately

Billing

Initial payment recorded; ongoing invoicing available

Case Tracking

New case appears in your dashboard with intake date and status

Why LegalBridge?

With LegalBridge

AI qualifies leads before you speak to them

AI qualifies leads before you speak to them

Only consult with prospects who have real cases

Only consult with prospects who have real cases

Retainer, signature, and payment in one unified flow

Retainer, signature, and payment in one unified flow

Case created automatically when payment clears

Case created automatically when payment clears

Without LegalBridge

Manual lead qualification via phone calls

Manual lead qualification via phone calls

Hours spent on consultations with unqualified prospects

Hours spent on consultations with unqualified prospects

Retainers sent via DocuSign, payments via separate processor

Retainers sent via DocuSign, payments via separate processor

Manual data entry to create new case files

Manual data entry to create new case files

Security & Compliance

SOC 2 compliance

Type I and Type II certification in progress

SOC 2 compliance

Type I and Type II certification in progress

Data encryption

All data encrypted on AWS servers

Data encryption

All data encrypted on AWS servers

Expert insights

Available for law firms to enable for their team

Expert insights

Available for law firms to enable for their team

FAQs

FAQs

We’ve Got the Answers You’re Looking For

Quick answers to your questions.

How does AI drafting learn my firm's writing style?

How much time does AI drafting actually save?

What's included in exhibit assembly automation?

What's the typical ROI timeline?

What security measures protect client information?

Can I use the platform for both USCIS filings and consular processing?

Does the platform work for international clients?

What visa categories does the platform support?

Does LegalBridge integrate with accounting or time tracking systems?

How do I create multiple applications for the same client (e.g., N-600K for each child)?

How does AI drafting learn my firm's writing style?

How much time does AI drafting actually save?

What's included in exhibit assembly automation?

What's the typical ROI timeline?

What security measures protect client information?

Can I use the platform for both USCIS filings and consular processing?

Does the platform work for international clients?

What visa categories does the platform support?

Does LegalBridge integrate with accounting or time tracking systems?

How do I create multiple applications for the same client (e.g., N-600K for each child)?

Transform your legal practice today.
Transform your legal practice today.