A legal intake CRM that helps you respond quickly and book more consultations.
Potential clients often contact more than one firm. Alcreo gives yours a professional website, prompt replies to inquiries, online consultation booking and a clear view of every matter from first call to signed engagement. Your practice management software stays your system of record.
Firms invest in being found. Intake is where many of those inquiries slip.
In a small firm, intake is often handled by whoever is free. These gaps are common, and none of them require more marketing to fix:
Inquiries after hours
Someone fills out your form at 9 PM after a hard day. By the time a reply comes the next afternoon, they may have booked elsewhere.
Phone tag
Staff call back, leave a voicemail and wait. A scheduling question turns into days of back and forth.
Inquiries in four places
Calls, web forms, email and chat arrive separately, and it's hard to see which ones still need a response.
Consultations that don't show
A booked consultation is missed because nobody sent a reminder, and the attorney's hour is lost.
Engagement letters left unsigned
The consultation went well and the letter went out, then it sat without a follow-up.
Few reviews
Satisfied clients rarely post a review unless asked, and people comparing firms notice.
Intake, consultations and engagement in one place
Everything below is configured for intake and scheduling, not legal advice. Your team reviews every template before anything goes live.
A website organized by practice area
Pages for each practice area with a short intake form, so inquiries arrive with the matter type.
A prompt reply to new inquiries
New inquiries get a professional text and email confirming you received them and offering consultation times.
Missed-call text back
When nobody can pick up, callers get a text with a link to schedule, rather than calling the next firm.
Consultations booked online
Potential clients pick a time, complete an intake questionnaire and get reminders before the meeting.
An intake pipeline by practice area
See each inquiry by stage and practice area, with the responsible attorney and next step on the card.
Engagement letters by e-signature
Send engagement agreements for e-signature and move the client to retained when they sign.
Consultation fees and retainer invoices
Collect consultation fees at booking or send retainer invoices with a pay link, under your own trust accounting rules.
After-hours scheduling help
An AI assistant can collect basic intake details and offer consultation times after hours. It's set up not to discuss the merits of a matter.
Review requests when a matter closes
Clients get a request with a direct link to your Google profile, timed by your team.
A potential client calls after hours
It's 7:40 PM, your office is closed and they've already looked at two other firms. Here's how the next few days could go.
Inquiries that don't retain move to a closed list with the reason noted, so you can see where intake could improve.
This is an illustration of how the system can work, not a specific customer's results.
- 7:40 PMMissed callThe caller reaches voicemail and gets a text from your firm with a scheduling link.
- 7:44 PMIntake startedThey choose a practice area and answer a few questions. The inquiry appears in your pipeline.
- 7:46 PMConsult bookedThey pick 10:00 the next morning. Confirmation and reminders are scheduled.
- Next dayConflict check and consultationYour team runs its conflict check in your usual system, then the attorney meets with them, intake answers already on the record.
- Day 3Engagement sentThe engagement letter goes out for e-signature. They want to discuss it with a spouse first.
- Day 6RetainedAfter a reminder, they sign and pay the retainer online. The matter is opened in your practice management system.
Set up for your practice areas
Intake differs by practice area.
Estate planning and probate
Planning-driven clients who compare options.
- Questionnaires before the first meeting
- Workshop and webinar registration
- Signing-day reminders
- Periodic plan-review check-ins
Family and personal matters
Time-sensitive inquiries that need a careful response.
- Prompt first response, day or night
- Consultation booking with reminders
- Consultation fee collection
- Clear next-step messages
Business and transactional
Ongoing relationships with business owners.
- Matter-type intake forms
- Engagement and flat-fee agreements
- Recurring billing for general counsel plans
- Annual compliance reminders
Keep your practice management. Improve intake.
Your practice management software should stay your system of record for matters, documents, conflicts, time and trust accounting. Alcreo isn't a replacement for any of that.
What practice management tools often don't do well is the work before a matter exists: answering inquiries quickly, booking consultations, following up on unsigned engagements and asking for reviews.
Many firms use Alcreo for intake, then open the matter in their practice management system once the client is retained. During setup we import your existing contacts.
Is Alcreo a good fit for your firm?
It's designed for solo practitioners and small to mid-size firms that handle their own intake.
A good fit if
- Inquiries come in after hours or while attorneys are in court
- You want potential clients to book consultations online
- Engagement letters sometimes sit unsigned
- You'd like a website organized by practice area
Probably not the right tool if
- You need matter management, conflicts, billing or trust accounting
- You want automated messages to answer legal questions
- You already use a dedicated legal intake tool you're happy with
Intake that stays professional and careful
Potential clients share sensitive details. The setup keeps automated messages focused on scheduling and next steps.
Logistics, not legal advice
Automated texts and the AI assistant handle scheduling and basic intake only. They're set up not to give legal advice or discuss the merits of a matter.
Templates reviewed by your firm
Your team reviews every automated message before it goes live, and can change any of them later.
Consent on every form
Forms include clear, unchecked texting consent with links to your privacy policy and terms. STOP replies are honored automatically.
Registered business texting
We help you register your number for A2P 10DLC, which mobile carriers require for business texting from local numbers.
This is general information, not legal advice. Talk to your own advisor about the rules that apply to your business and your state.
What your law firm website could look like
A calm, credible site that shows what you handle and makes the next step clear.
Practice-area pages help you show up for searches like "estate planning attorney in [your city]." Attorney bios, a plain explanation of how consultations work and real reviews help potential clients choose you.
What happens after you sign up
You don't have to learn the software on your own. Here's what the first week looks like.
One onboarding call
We learn how your law firm works today, which tools you're keeping and what to fix first.
Your website and phone number
We build your website or connect your current one. Keep your number by forwarding or porting it, or get a new local number.
Your contacts and starter setup
We import your contacts, load the standard pipeline and turn on the starter automations that fit. You can rename stages and edit messages any time.
Live in under a week, with support after
Most accounts are running in under a week, though texting registration depends on the carriers. After launch, support helps when you want to change something.
Plans for law firms
Both plans are month-to-month, set up for you, and your first 30 days are free.
Launch
$497 setup · first 30 days free
- ✓5–6 page firm website with practice-area pages
- ✓Intake CRM, pipeline and follow-up
- ✓Business texting, email and consultation booking
- ✓Engagement e-signature, payments and review requests
- ✓Unlimited AI agents (fair use)
- ✓Up to 5 users
- ✓Compliance add-on: +$20/month
Growth
$997 setup · first 30 days free
- ✓Up to 35-page SEO website with practice-area and city pages
- ✓Intake, workshop and follow-up campaign buildout
- ✓Everything in Launch
- ✓3 website edits every month
- ✓Unlimited users and priority support
- ✓Compliance included
Phone, texting, email and AI usage is billed separately based on what you use. If you cancel in the first 30 days, there's no monthly charge, but the setup fee isn't refunded. Moving from Launch to Growth costs the $500 difference in setup fees. Google ad spend is paid directly to Google. Google decides Local Services Ads eligibility for each practice area and location.
AI for the routine work, with your team in charge
In a law firm, AI is useful for intake logistics and drafting routine messages, like reminders and scheduling replies. It's configured to stay away from legal questions, and your team reviews what it's allowed to say.
You decide what AI handles. Anything that needs judgment, or a personal touch, stays with your team.
Describe a workflow in plain English
Type something like "when a consultation is booked, send a confirmation, a reminder the day before and a text two hours before" and the AI builder drafts the automation. You review it, adjust the timing or wording, and turn it on.
An assistant for routine questions
AI agents can answer common questions, collect details and book appointments by chat or text, in many languages. You decide what they say and when a person takes over.
Help drafting messages
Draft reminders and replies faster, then edit them to sound like your business.
Help when you want to change something
We show you the AI tools during onboarding, and support can help you adjust an automation later instead of starting over.
Questions from attorneys and firm administrators
Don't see yours? Book a 15-minute call and ask us directly.
Will this replace our practice management software?+
No. Your practice management software stays your system of record for matters, documents, time and billing. Alcreo handles your website, intake, consultations, engagement follow-up and reviews.
Can automated messages be reviewed before they're sent?+
Yes. Your team reviews every template before launch, and nothing new is added without your approval. Automated messages are limited to scheduling and basic intake.
How should confidential information be handled?+
Intake forms collect only what you need to schedule and route the inquiry. Detailed facts of a matter should be discussed in the consultation and kept in your practice management system.
What happens when an inquiry comes in after hours?+
The person gets a prompt reply with a link to book, and the AI assistant can collect basic details. Your team sees everything the next morning.
Can I collect consultation fees or retainers?+
Yes. Take payment at booking or send retainer invoices with a pay link. Your firm decides how payments are handled under its trust accounting rules.
How long does setup take?+
Most businesses are up and running in under a week, starting with one onboarding call. Texting registration is approved by the mobile carriers, and their timing varies.
Can I keep my phone number and my current website?+
Yes. We can forward or port your number, or set up a new local one. If you like your current website, we can connect it to your account at the same plan price.
What does it cost, and what's billed separately?+
Launch is $297 a month plus a $497 setup fee. Growth is $597 a month plus a $997 setup fee. Both are month-to-month with the first 30 days free. Phone, texting, email and AI usage is billed separately based on use.
What happens if I cancel?+
Cancel in the first 30 days and there's no monthly charge, though the setup fee isn't refunded. After that there's no long-term contract. Closed accounts are paused for 30 days, and we'll send your contacts and website code on request. Your domain stays yours.
Other professional services businesses we set up
Related: CRM & pipeline · Missed-call text back · Scheduling · AI receptionist · Compliance · Websites
Respond sooner. Book the consultation. Keep intake organized.
Book a free 15-minute demo and we'll start building your website live on the call.