Never Miss Another Potential Client. Keep Your Case Pipeline Full.
Capture more case inquiries, respond faster, and stay organized with automation built specifically for attorneys and law firms.
A potential client calls your office. You are in court, on a call, or working on a case. The call goes to voicemail. That potential client often calls the next attorney.
This happens every day: missed calls, slow responses, delayed intake, manual scheduling, and potential clients that never get tracked. These small gaps cost law firms real revenue every week.
Many firms are still managing intake using phone calls, email inboxes, manual intake forms, spreadsheets, and memory. If you do not have structured intake and automated follow up, you are already behind.
The Upgrade Legal System gives your firm a modern intake and follow-up system that captures potential clients, responds automatically, and keeps your pipeline full while you focus on practicing law.
A Modern Intake and Follow Up System for Your Law Firm
Website inquiries, calls, and messages are captured automatically so no potential client is lost.
When your firm misses a call, the system automatically follows up and captures the potential client.
Potential clients can request consultations and schedule directly into your calendar.
Potential clients who do not immediately move forward receive automated follow ups so opportunities are not lost.
After successful client engagements, review requests are automatically sent to help grow your reputation.
Track potential clients, consultations, and active matters in one place. No more searching through emails, notes, or missed calls.
The Upgrade Legal System is configured specifically for law firms. You are not starting from scratch. Your system is already configured for how legal intake and follow up works.
Works for solo attorneys, small firms, and growing practices at any stage. For solo attorneys and small firms, Upgrade often becomes your primary intake and follow-up system. As your firm grows, Upgrade continues supporting lead intake, consultation scheduling, and follow up automation.
The Upgrade Legal System is powered by the Upgrade Automation Platform. You can start with foundational automation and expand over time.
Packages Start At: $499 Setup / $199 Monthly
| Package | Setup | Monthly | Best For |
|---|---|---|---|
| Starter | $499 | $199 | Small firms getting started with intake and follow-up automation |
| Growth | $699 | $299 | Growing firms needing lead nurturing and client follow-up |
| Advanced | $899 | $399 | Firms wanting AI chat and advanced intake automation |
| AI Office | $1,199 | $499 | Full AI-powered intake and front office automation |
Start with foundational automation and scale into more advanced workflows, AI tools, and custom automation as your firm grows.
| Feature | Starter | Growth | Advanced | AI Office |
|---|---|---|---|---|
| Pricing | ||||
| Setup Fee | $499 | $699 | $899 | $1,199 |
| Monthly | $199 | $299 | $399 | $499 |
| Lead Capture | ||||
| Website Contact Form | ✅ | ✅ | ✅ | ✅ |
| CRM Lead Capture | ✅ | ✅ | ✅ | ✅ |
| Mobile Lead Notifications | ✅ | ✅ | ✅ | ✅ |
| Missed Call Text Back | ✅ | ✅ | ✅ | ✅ |
| Lead Capture Automation | ||||
| 2-Email Follow-Up Campaign | ✅ | ✅ | ✅ | ✅ |
| Multi-Step Email Follow-Up | — | ✅ | ✅ | ✅ |
| SMS Follow-Up Automation | — | ✅ | ✅ | ✅ |
| Lead Tagging Automation | — | ✅ | ✅ | ✅ |
| Advanced Lead Nurture Campaign | — | — | ✅ | ✅ |
| AI Lead Qualification | — | — | — | ✅ |
| CRM & Pipeline | ||||
| CRM System | ✅ | ✅ | ✅ | ✅ |
| Pipeline Management | 1 Pipeline | Multiple | Multiple | Multiple |
| Mobile App Access | ✅ | ✅ | ✅ | ✅ |
| CRM & Pipeline Automation | ||||
| Auto Assign New Leads | ✅ | ✅ | ✅ | ✅ |
| New Lead Notifications | ✅ | ✅ | ✅ | ✅ |
| Auto Move New Leads to Pipeline | ✅ | ✅ | ✅ | ✅ |
| Pipeline Stage Automation | — | ✅ | ✅ | ✅ |
| Lead Status Automation | — | ✅ | ✅ | ✅ |
| Multi-Pipeline Automation | — | — | ✅ | ✅ |
| AI Lead Routing | — | — | — | ✅ |
| Campaigns & Outreach | ||||
| Seasonal Campaign Automation | ✅ | ✅ | ✅ | ✅ |
| Inactive Customer Reactivation Automation | ✅ | ✅ | ✅ | ✅ |
| Monthly Outreach Automation | — | ✅ (1) | ✅ (2) | ✅ (2) |
| Always-On Re-Engagement Automation | — | — | ✅ | ✅ |
| Reputation Management | ||||
| Review Request Automation (Email Only) | ✅ | ✅ | ✅ | ✅ |
| SMS + Email Review Requests | — | ✅ | ✅ | ✅ |
| Review Funnel (Rating + Routing Automation) | ✅ | ✅ | ✅ | ✅ |
| Positive Feedback Automation | ✅ | ✅ | ✅ | ✅ |
| Negative Feedback Automation | ✅ | ✅ | ✅ | ✅ |
| Review Follow-Up Campaigns | — | ✅ | ✅ | ✅ |
| Testimonial Website Publishing | — | — | ✅ | ✅ |
| AI Review Response Suggestions | — | — | — | ✅ |
| Appointment Booking & Automation | ||||
| Online Form Scheduling | ✅ | ✅ | ✅ | ✅ |
| Chat-Based Scheduling | — | ✅ | ✅ | ✅ |
| Voice AI Appointment Booking | — | — | ✅ | ✅ |
| Internal Booking Notifications | ✅ | ✅ | ✅ | ✅ |
| Appointment Reminder Automation | ✅ | ✅ | ✅ | ✅ |
| Multi-Reminder Sequences | — | ✅ | ✅ | ✅ |
| Meeting Completion Automation | — | ✅ | ✅ | ✅ |
| Pipeline Stage Automation (Post-Booking) | — | ✅ | ✅ | ✅ |
| AI Appointment Optimization | — | — | — | ✅ |
| AI Chat | ||||
| AI Website Chatbot | — | ✅ | ✅ | ✅ |
| Live Chat Takeover | — | — | ✅ | ✅ |
| AI Conversation Routing | — | — | ✅ | ✅ |
| AI Lead Qualification (Chat) | — | — | ✅ | ✅ |
| AI Conversation Optimization | — | — | — | ✅ |
| AI Voice | ||||
| AI Voice Receptionist | — | — | ✅ | ✅ |
| Reporting & Insights | ||||
| Business Performance Dashboard | ✅ | ✅ | ✅ | ✅ |
| System Features | ||||
| Mobile App Access | ✅ | ✅ | ✅ | ✅ |
| Unified Conversations Panel | ✅ | ✅ | ✅ | ✅ |
| Revenue Pipeline Dashboard | ✅ | ✅ | ✅ | ✅ |
| Connected Business Calendar | ✅ | ✅ | ✅ | ✅ |
| Unified Messaging Platform | ✅ | ✅ | ✅ | ✅ |
$499 Setup | $199 per month
Best For: Solo attorneys and small law firms that want to better organize inquiries, improve client responsiveness, and begin automating intake and follow-up without implementing advanced automation right away.
Starter Automation gives your firm a centralized system to manage consultation requests, prospective clients, communication, and potential matters in one place. Instead of relying on email threads, voicemails, and manual follow-up, your firm begins operating from a more organized platform that helps you respond faster and maintain visibility into prospective clients.
This package is designed to help law firms build a professional intake foundation by capturing consultation requests, tracking opportunities, improving responsiveness, and keeping client activity visible.
Starter helps ensure consultation requests and new client inquiries are captured and stored automatically.
We set up 1–2 website consultation request forms so prospective clients can submit inquiries, request consultations, or ask for information directly through your website.
When a prospective client submits a form, their information is automatically captured in your CRM so inquiries are tracked and nothing gets lost.
You can receive mobile alerts when a new consultation request or inquiry comes in so you know immediately when a prospective client reaches out.
If a prospective client calls and you miss the call, the system can automatically send a text message back to help recover that opportunity.
Starter includes basic automation so your firm begins responding to inquiries automatically.
When a new inquiry comes in, the system automatically sends a two-email follow-up sequence. This helps create a professional first impression and increases engagement with prospective clients.
Starter gives your firm one place to manage consultation requests and track potential matters.
You receive access to your CRM to view contacts, consultation requests, conversations, and opportunities from one centralized platform.
Starter includes one intake pipeline to help track prospective clients. Example stages may include:
This helps you see who still needs follow-up, which consultations are pending, which retainers are outstanding, and which matters are active.
You can access your CRM and intake activity from your phone, which is helpful when you are away from the office.
Starter includes basic automation to keep intake organized and reduce manual work.
New inquiries can automatically be assigned so they are ready for review and follow-up.
When a new consultation request comes in, the system can notify you immediately.
New inquiries automatically move into the beginning stage of your intake pipeline so the process starts immediately.
Starter includes simple outreach automation to help your firm stay visible and reconnect with prospective clients.
We can set up outreach campaigns during key periods such as practice area reminders, seasonal legal planning reminders, consultation availability announcements, and informational outreach. These help keep your firm visible without requiring manual outreach every time.
This helps reconnect with past consultation requests, prospective clients who did not retain, prior inquiries, and inactive contacts. This is useful when someone showed interest before but never moved forward.
Starter helps your firm begin collecting client feedback and building credibility.
After a consultation or completed matter, the system can automatically send a review request.
Feedback is routed internally first before requesting a public review.
Satisfied clients can be guided toward leaving public reviews.
Negative feedback is routed internally so issues can be addressed before becoming public.
Starter makes consultation scheduling easier and reduces back-and-forth communication.
Prospective clients can request or book consultations based on your connected calendar availability.
When a consultation is scheduled, the system can notify you automatically.
Email reminders help reduce missed consultations and improve attendance.
Starter includes access to core platform features that help you manage your firm from one centralized system.
Manage inquiries, conversations, and consultations from your phone whether in the office or away.
Client communication is stored in one place, helping you keep track of emails, calls, and related intake conversations more easily.
Your pipeline provides a visual dashboard of active opportunities and potential matters so you can quickly understand what needs attention.
The platform connects to your preferred calendar so consultation availability reflects your real schedule and helps prevent double-booking.
The platform gives you one place to manage client communication, with additional messaging capabilities available in higher packages.
$699 Setup | $299 per month
Best For: Law firms ready to increase consultation conversion, automate follow-up, and improve client engagement.
Growth Automation builds on the Starter foundation by adding multi-step follow-up automation, SMS communication, expanded pipelines, and additional intake and engagement tools. This package is designed for law firms that want their system to actively help convert more consultation requests and reduce manual follow-up.
While Starter helps organize intake, Growth begins helping your firm actively convert more prospective clients and improve engagement automatically.
Growth includes everything in Starter, plus expanded intake capabilities.
Growth includes an additional intake form, allowing your firm to capture different types of inquiries — such as a consultation request form, practice-area specific intake form, case evaluation request, or general inquiry form. This helps capture more opportunities and organize them more effectively.
Growth expands Starter's follow-up with more advanced intake automation.
Growth introduces multi-step follow-up sequences designed to keep prospective clients engaged over time. Follow-up continues automatically until the prospect responds or schedules a consultation. The system tracks engagement and automatically stops follow-ups once the prospect replies.
Growth introduces SMS follow-up, allowing your firm to reach prospective clients through text messaging in addition to email. This helps improve response rates and consultation scheduling.
Prospective clients can automatically be tagged based on practice area, inquiry type, engagement level, and consultation status. This helps organize prospects and enable more targeted follow-up.
Growth includes everything in Starter and adds:
Growth allows multiple pipelines to help organize intake and active matters — such as a New Consultation Pipeline, Retainer Pipeline, Active Client Pipeline, or Follow-Up Pipeline. This helps separate prospective clients from active matters and improves visibility.
Growth expands pipeline automation.
Prospective clients automatically move between stages based on actions such as consultation scheduled, consultation completed, retainer sent, or retainer received.
Prospect status updates automatically based on engagement and activity, helping keep intake organized.
Growth includes everything in Starter and adds:
Growth includes one recurring outreach campaign to keep your firm visible and maintain engagement — such as legal planning reminders, consultation availability announcements, informational outreach, or client engagement messaging.
Growth includes everything in Starter and adds:
Growth adds SMS review requests to improve response rates.
If clients do not respond to the initial review request, follow-up reminders are sent automatically. This helps generate more consistent client feedback.
Growth includes all Starter scheduling features and expands consultation automation.
Growth introduces chatbot-based consultation scheduling directly from your website.
Multiple consultation reminders help reduce no-shows.
After consultations, automated follow-up messages can be sent such as thank-you messages, next steps, consultation follow-up, or retainer reminders via email or SMS.
Consultations automatically move to the next pipeline stage when scheduled.
Growth introduces AI chatbot capabilities.
The AI chatbot can answer common questions, capture consultation requests, guide visitors to schedule consultations, and respond when your firm is unavailable. This helps your firm respond to website visitors automatically.
$899 Setup | $399 per month
Best For: Law firms ready to scale intake operations, automate client engagement, and introduce AI-driven communication and lifecycle automation.
Advanced Automation builds on Growth by introducing deeper automation, client lifecycle management, AI-powered intake engagement, and more advanced outreach and scheduling capabilities. This package is designed for law firms that want their system to actively manage prospective clients, follow-up, and client movement through the intake process automatically.
While Growth improves consultation follow-up and engagement, Advanced begins automating client lifecycle management and ongoing client development.
Advanced includes everything in Growth and adds:
Advanced introduces longer-term nurture campaigns designed to keep prospective clients engaged over time. These campaigns help maintain communication with individuals who are not ready to retain immediately and keep your firm top of mind — such as follow-up after consultation, long-term nurture for undecided prospects, educational follow-up sequences, and delayed retainer follow-up.
Advanced expands automation capabilities with:
Advanced allows automation across multiple pipelines, helping manage both intake and active client workflows — such as a New Consultation Pipeline, Retainer Pipeline, Active Client Pipeline, Follow-Up Pipeline, and Reactivation Pipeline.
Advanced introduces lifecycle automation allowing prospective clients to move automatically through stages such as New Inquiry, Consultation Scheduled, Consultation Completed, Retainer Sent, Client Retained, Repeat Client, and Reactivation. This helps automate long-term client engagement and retention.
Advanced includes everything in Growth and adds:
Advanced increases outreach to two recurring campaigns, allowing more consistent engagement through legal planning reminders, informational updates, consultation availability announcements, and engagement outreach.
Advanced introduces continuous re-engagement automation designed to identify inactive prospects and automatically reconnect — including past consultation inquiries, prospects who did not retain, prior clients, and inactive contacts. This helps maintain ongoing engagement with potential clients.
Advanced includes everything in Growth and adds:
Advanced allows positive client feedback to be automatically published to your website testimonial section. This helps build credibility, strengthen trust, improve online presence, and automate testimonial collection.
Advanced includes everything in Growth and adds:
Advanced introduces AI voice scheduling, allowing prospective clients to request consultations through voice interactions. This expands intake automation beyond forms and chatbot scheduling.
Advanced expands AI intake capabilities.
Allows conversations to be handed off when needed.
AI routes inquiries based on practice area, urgency, consultation request, and inquiry type.
AI helps identify stronger consultation opportunities automatically and prioritize higher-value inquiries.
Advanced introduces AI voice capability.
Advanced introduces an AI voice receptionist to help answer calls and capture consultation inquiries automatically. This helps your firm answer calls automatically, capture consultation requests, reduce missed opportunities, and improve responsiveness.
$1,199 Setup | $499 per month
Best For: Law firms ready to implement a fully automated intake and front office with AI handling consultation qualification, communication, and scheduling optimization.
AI Office builds on Advanced by introducing deeper AI automation, intelligent routing, and optimization features designed to help your firm operate with less manual involvement. This package is designed for law firms that want AI actively supporting consultation intake, lead qualification, scheduling, and client communication.
While Advanced introduces AI communication, AI Office expands AI into a more complete AI-assisted legal intake and front-office system.
AI Office includes everything in Advanced and adds:
AI Office introduces AI-driven consultation qualification to help identify stronger opportunities automatically — including practice area qualification, urgency detection, consultation readiness, and case-type categorization. This helps prioritize higher-quality consultation opportunities and improve intake efficiency.
AI Office includes everything in Advanced and adds:
AI Office introduces AI-based routing to automatically direct inquiries to the appropriate intake workflow — such as practice-area routing, consultation vs. general inquiry routing, urgent matter routing, and existing client routing. This helps ensure consultation requests are handled efficiently and consistently.
AI Office includes everything in Advanced and adds:
AI Office introduces AI-assisted response suggestions to help respond to client reviews more efficiently and consistently. This helps maintain professional responses, improve responsiveness, strengthen online credibility, and reduce manual work.
AI Office includes everything in Advanced and adds:
AI Office introduces AI-driven scheduling optimization to help improve consultation booking efficiency. This helps improve consultation scheduling, reduce back-and-forth communication, optimize availability, and improve booking conversion.
AI Office includes everything in Advanced and adds:
AI Office introduces conversation optimization designed to improve chatbot performance over time. This helps improve consultation capture, improve engagement quality, increase conversion rates, and optimize intake performance.
AI Office includes everything in Advanced:
AI voice receptionist continues handling incoming calls, capturing consultation requests, and assisting with intake. AI Office expands AI voice as part of a fully automated intake and front-office system, helping your firm answer calls automatically, capture consultation requests, reduce missed opportunities, and improve responsiveness.
If you already have a website, we integrate the automation system directly to capture case inquiries, trigger automated responses, connect consultation scheduling, and route potential clients into your intake pipeline.
If you do not currently have a website, Upgrade can deploy a professional AI ready website. Choose from our AI Website Packages starting at $500.
Every law firm operates differently. Schedule a quick strategy call and we will walk you through how the Upgrade Legal System could work for your practice.
Schedule a Strategy CallContact us today
📞 773-365-9564
📧 sales@upgradetechnology.net