Switchboard for law firms
Client intake, conflict checks, deadline reminders, and status updates — handled automatically across phone, email, SMS, and web. You focus on billable work; the front desk runs itself.
60-Second Legal Intake, Conflict Checking & Retainers
Interactive Product WalkthroughClick to watch
Where small firms leak hours (and clients)
A prospective client leaves a voicemail Tuesday at 11:40am. You see it Thursday afternoon. By then they’ve already booked a consultation with the firm across town. That’s not a marketing problem — that’s a 48-hour response gap.
Your existing clients text you on three different numbers asking for status updates. You write back on Sunday at 10pm because you felt guilty. None of that time makes it onto a timesheet. Over a year, that’s easily 200+ hours of unbilled work.
Meanwhile, intake forms sit half-completed, conflict checks get done from memory, and the firm’s three pending statute-of-limitations deadlines are tracked in a shared Google Sheet that nobody has looked at since February.
Switchboard is the intake paralegal + calendar clerk you haven’t hired. It answers every new lead in under 60 seconds, runs a first-pass conflict check against your existing matters, schedules the consult, and keeps current clients informed without you touching your phone on Sundays.
What Switchboard does for law firms
Conflict-check intake, automated
New lead submits their name + opposing party via chat, SMS, or web form. Switchboard cross-references your existing matter database and flags potential conflicts before you schedule a consult.
Consultation booking in under 60 seconds
Qualified leads without conflicts are guided through a structured intake questionnaire and offered paid or free consultation slots right from your calendar. No email back-and-forth.
Statute + deadline reminder sequences
Automated check-ins keep clients responsive when you need discovery documents, interrogatory answers, or signature pages before a court deadline.
“What’s the status of my case?” deflection
Secure client portal syncs with Clio, MyCase, or PracticePanther to answer routine milestone questions (“Did the court docket our filing?”) without pulling an attorney out of drafting.
Retainer + fee agreement follow-up
Intake packets with engagement letters and retainer payment links automatically follow up with prospective clients who haven’t signed within 48 hours.
Practice area qualification trees
Filters out cases outside your jurisdiction or practice scope (e.g. personal injury leads to a criminal defense practice) and provides polite, automated referral routing.
Solo + small-firm legal Operations Snapshots
Inspect production-grade solo + small-firm legal workflows, automated sync pipelines, and audit logs running live on Switchboard.
Autonomous Conflict-of-Interest Screening & Clio Matter Database Query
Prospective client intake cross-referenced against opposing parties and existing matters in seconds.
Conflict Screening: Clear of opposing parties against 1,420 Clio matters; case viability scored at 9.2/10.
Scans active and archived matters for adverse parties and related entities.
Pre-screens case facts and jurisdiction rules before partner consultation.
New leads screened and qualified in under 60 seconds.
What it sounds like in production
Demonstrative Simulation: All names, entities, and scenarios shown are synthetic reference models engineered for workflow demonstration.
From $299/mo. All channels. Unlimited users. Pilot Welcome Offer: Enterprise tier ($999/mo value) for $299/mo.
See full pricing & comparison