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.
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.
Problem
How It Works
Capture
Prospect lands on your website, uploads their resume, and gets an instant AI evaluation
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
Convert
Send retainer, collect signature, accept payment—prospect becomes a case automatically
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
0%
0%
Faster Results
18%
18%
Client Satisfaction
10+
10+
Law Firm's Trust
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?
Without LegalBridge
Manual lead qualification via phone calls
Hours spent on consultations with unqualified prospects
Retainers sent via DocuSign, payments via separate processor
Manual data entry to create new case files
AI qualifies leads before you speak to them
Only consult with prospects who have real cases
Retainer, signature, and payment in one unified flow
Case created automatically when payment clears
Security & Compliance
SOC 2 In Progress
Type I and Type II certification in progress
Data encryption
All data encrypted on AWS servers
Expert insights
Available for law firms to enable for their team
FAQs
We’ve Got the Answers You’re Looking For
Quick answers to your questions.
