Operational intelligence for law firms

Capture more clients from the inquiries you’re already getting.

Alfredi answers every call and message in seconds, runs intake and follow-up on its own, and keeps every document organized — working on top of Clio, LEAP, and MyCase. Your staff stops chasing paperwork. Your firm stops losing clients.

30-minute demo · No rip-and-replace · Works alongside your case management system
Works on top of
Clio LEAP MyCase Phone, text, web & email — one front desk
Intake desk — Tuesday All inquiries answered
10:42 PM
New inquiry — car accident
Web form, after hours
Replied in 14s
10:43 PM
Intake started
Qualifying questions sent
Automated
8:05 AM
Documents requested & filed
Synced to matter in Clio
Automated
9:30 AM
Handed to your team
Qualified, organized, ready to sign
100%
of inquiries answered — day, night & weekend
4.7h
Admin hours returned to staff
this week, one firm
Built for modern law firms in Personal Injury Family Immigration Criminal Defense Estate Planning
Where the money leaks

Most firms don’t lose clients in court. They lose them at the front desk.

The case was winnable. The prospect was qualified. They simply didn’t get a fast enough answer — so they called the next firm. It happens quietly, every week.

A slow reply is a lost retainer

A prospect who waits an hour for a callback has usually already spoken to another firm. In legal intake, the first responsive firm almost always wins the client.

Missed calls & after-hours inquiries

Calls go to voicemail at lunch, after five, and all weekend. Voicemail is where good cases quietly disappear — the caller rarely tries twice.

Intake that stalls halfway

Half-finished forms and unreturned follow-ups mean qualified prospects fall out of the process — not because they weren’t interested, but because nobody chased.

Staff buried in repetitive work

Your team spends hours re-typing details, chasing documents, and sending the same follow-ups — time that should go to clients and active matters.

Document chaos & filing errors

Files saved to the wrong matter, missing signatures, mislabeled uploads. Small human errors that cost real hours to find and untangle later.

No idea what marketing actually works

You can see what you spend. You can’t see which channels and referrals produce retained clients — so the budget keeps running on guesswork.

Meet Alfredi

An office manager for your firm’s operations — not another system to learn.

Alfredi sits on top of the tools you already run. It answers inquiries the moment they arrive, carries every prospect through intake and follow-up, files documents correctly, and shows you exactly where your retained clients come from. Your case management system stays exactly where it is.

01

Responds in seconds

Every inquiry — phone, text, web, or email — gets an instant, professional reply, around the clock.

02

Runs intake end to end

It collects details, asks your qualifying questions, and follows up until the matter is complete and clean.

03

Keeps everything organized

Documents requested, named, and filed to the right matter. Sources tracked from first call to signed retainer.

How it works

Live in weeks — without disrupting how your firm runs.

No data migration. No rebuild. No new platform for your team to adopt.

1

Connect

Alfredi connects to Clio, LEAP, or MyCase in a guided setup. Your data stays where it is — nothing is moved or replaced.

2

Configure to your firm

We map your intake steps, qualifying questions, follow-up cadence, and document checklist to how your firm actually works — by practice area.

3

Go live

From day one, every inquiry gets an instant, professional response — and your team watches the repetitive work disappear.

What Alfredi does

Five places your firm leaks revenue — closed.

Each one is measured in hours saved and clients retained, not features.

Instant response

Never let an inquiry wait.

Every call, form, and message is answered within seconds — day, night, and weekend. An after-hours inquiry gets the same fast, professional response as a 10am walk-in.

  • Answers phone, text, web chat, and email from one front desk
  • No missed calls, no voicemail black holes, no Monday-morning backlog
  • Captures the case while the prospect is still deciding
Response time
Saturday 9:14 PM — web inquiryReplied 12s
Sunday 7:02 AM — missed callReplied 9s
Tuesday 12:40 PM — text messageReplied 7s
Wednesday 11:55 PM — formReplied 15s
Average first response Under 30 seconds
Intake & follow-up

Intake that finishes itself.

Alfredi collects the details, asks your qualifying questions, and follows up persistently — until intake is complete. Your team receives a clean, qualified, organized matter, not a half-filled form.

  • Qualifying questions tailored to each practice area
  • Persistent, polite follow-up so no qualified lead goes cold
  • Matters land in Clio, LEAP, or MyCase ready for your team
Intake — Maria G. (family law)
Contact details capturedDone
Qualifying questions answeredDone
Conflict-check details collectedDone
Follow-up #2 scheduled — 9:00 AMQueued
Hand to attorney for reviewNext
Document automation

Documents collected, named, and filed — correctly.

Alfredi requests the right documents, chases the missing ones, and files everything to the correct matter with consistent naming. No lost uploads. No mislabeled files. No filing errors to untangle later.

  • Knows which documents each matter type requires
  • Chases clients for what’s missing, so staff don’t have to
  • Consistent naming and filing into your case management system
Document checklist — PI matter #2048
Police reportFiled
Insurance declaration pageFiled
Signed retainer agreementFiled
Medical records releaseReminder sent
All files synced to the matter — named to your firm’s convention.
Marketing ROI

Finally know which marketing brings in clients.

Alfredi tracks every inquiry from first touch to signed retainer — so you can see which channels, campaigns, and referral sources actually produce paying clients, not just phone calls.

  • Source captured automatically on every single inquiry
  • Retained clients traced back to the channel that produced them
  • Stop funding channels that don’t convert — with proof
Retained clients by source — last 90 days
Referrals31
Google Search22
Past clients14
Paid ads6
Directory3
Paid ads cost the most per retained client — now you can see it.
Works with your stack

Built around the system you already run.

Alfredi works alongside Clio, LEAP, and MyCase — not instead of them. There’s nothing to rip out, no migration, and no new platform for your team to learn. It strengthens the setup you already trust.

  • Two-way sync — matters and documents stay current both ways
  • Your team keeps working in the tools they already know
  • Guided setup — most firms are live within a couple of weeks
Connected & syncing
Alfredi
Intake & operations
Clio
Case management
New matter createdSynced
Contact & intake notesSynced
Documents filed to matterSynced
Source & referral dataSynced
The math most firms never run

What is a slow front desk costing you?

Every month, a predictable share of your inquiries go slow, after-hours, or unanswered. Each one is a prospect who was ready to hire a lawyer — and hired a different one.

Use your own numbers. The model is deliberately conservative: it only counts a modest slice of currently-slow inquiries as recoverable.

Estimates only, for discussion. We’ll run the precise numbers for your firm on the demo.

Revenue capture estimator

Adjust the inputs to match your firm.

Calls, forms, texts and emails from prospective clients.
Average fee or case value when a prospect becomes a client.
Share of currently-slow inquiries Alfredi helps you convert that you would otherwise lose.
Estimated additional revenue captured
$181,440
per year — from inquiries you’re already paying to generate
4.3
Added clients / month
$15,120
Added revenue / month

How it’s calculated: inquiries not getting a same-hour reply × recapture rate = added retained clients, × your average revenue. Alfredi responds to 100% of inquiries within seconds; the model still only counts a conservative slice as recoverable.

Platform & add-ons

One platform. Extend it to track everything.

Start with the operations platform. Add website, SEO, and full revenue intelligence when you want every inquiry — and every marketing dollar — tracked end to end.

The foundation

Operations Platform

The operations layer that runs your front desk — response, intake, documents, scheduling, and follow-up.

from$2,000CAD / month
  • Instant lead response — phone, text, web & email
  • Automated intake & client qualification
  • Document collection, filing & organization
  • Scheduling & automated follow-up
  • Clio, LEAP & MyCase integration
  • Internal task & workflow coordination
Add-on

Website & SEO

Keep your website working as hard as your intake — built to turn visitors into inquiries.

from$500CAD / month
  • Website updates & landing pages
  • Search-visibility (SEO) optimization
  • Conversion-focused content
  • On-site conversion tracking
Add-on

Marketing & Revenue Intelligence

See exactly which channels produce retained clients — and what every marketing dollar returns.

from$1,000CAD / month
  • Call tracking & lead-source attribution
  • Conversion analytics: lead → consult → retained
  • Campaign ROI tracking
  • Full intake-to-retainer reporting

Mix and match — firms of every size pay only for what they need, and founding firms receive preferred pricing. Get exact pricing for your firm →

A clear line

Alfredi doesn’t replace your team. It protects their time.

Alfredi never gives legal advice, never makes case decisions, and never represents your firm. It handles the operational work — so your attorneys and staff can do the work only they can do.

Alfredi handles

The repetitive operational work

  • First response to every inquiry, around the clock
  • Intake data collection and qualifying questions
  • Document requests, reminders and filing
  • Follow-up sequences, scheduling and reminders
  • Source tracking and intake reporting
Your team handles

Everything that requires a lawyer

  • Legal advice, strategy and judgment
  • Case decisions and representation
  • Client relationships and counsel
  • Reviewing and approving qualified matters
  • The higher-value work that grows the firm
Built for legal

Designed for the way law firms have to work.

Operational software for a firm has to clear a higher bar. Alfredi is built with confidentiality, oversight, and professional responsibility in mind from the start.

Confidentiality first

Client data is encrypted in transit and at rest. Access is controlled and logged, and built around the confidentiality obligations your firm operates under.

It stays in its lane

Alfredi handles operations and communication logistics. It does not give legal advice or make legal judgments — and runs with clear, configured guardrails.

Human oversight by design

Your team reviews and approves what matters. Anything outside Alfredi’s scope is escalated to a person — every time, by design.

Built with practicing firms

Intake, document, and follow-up workflows are modeled on how solo and small firms actually operate — not on generic software assumptions.

Founding firm program

Now onboarding a small group of founding firms.

We’re partnering closely with a limited number of solo and small firms to roll Alfredi out and shape it around real practice. Founding firms get hands-on onboarding, direct input into the roadmap, and preferred pricing.

  • Guided, hands-on onboarding with our team
  • A scoped pilot with success measures agreed upfront
  • Preferred founding-firm pricing
Apply for a pilot
Questions firms ask

Straight answers.

No. A chatbot answers questions on a website. Alfredi is an operational layer that runs your firm’s intake, follow-up, document collection, and reporting end to end — across phone, text, web, and email — and syncs the results into your case management system.

No. It removes the repetitive administrative work — re-typing details, chasing documents, sending the same follow-ups — so your team can focus on clients and active matters. Most firms use Alfredi to grow without adding administrative headcount.

Yes. Alfredi works on top of your existing case management system. There’s no migration and nothing to rip out — matters, documents, and intake data sync both ways, so your team keeps working in the tools they already know.

Never. Alfredi handles operations and communication logistics only, with explicit configured guardrails. Anything that calls for legal judgment is escalated to your team. The line between operational work and legal work is built into how the product behaves.

Client data is encrypted in transit and at rest, access is controlled and logged, and Alfredi is built around the confidentiality obligations law firms operate under. We’ll walk your firm through the specifics — security, data handling, and oversight — in detail on the demo.

Alfredi works for law firms of every size — from solo practitioners to 50-lawyer practices. It’s an especially strong fit for high-inquiry-volume practice areas: personal injury, family, immigration, criminal defense, and estate planning, where fast response and intake volume turn directly into retained clients.

Most firms are live within a couple of weeks. Setup is guided — we map your intake steps, qualifying questions, follow-up cadence, and document checklist for you. There’s no data migration and no new platform for your team to adopt.

A pilot is a scoped engagement on a defined slice of your intake, with success measures agreed upfront. You see real results on your own firm — response times, completed intakes, hours returned — before any long-term commitment. The demo is where we design the pilot together.

Pricing depends on your firm’s size and the scope of the pilot, and founding firms receive preferred pricing. We’ll give you clear numbers on the demo — and the estimator above is a good starting point for whether the conversation is worth your time.

Book a demo

See Alfredi running on a firm like yours.

Book a 30-minute demo. We’ll show Alfredi handling real intake scenarios for your practice area, run the numbers for your firm, and — if it’s a fit — design a pilot scoped to your intake. No prep required, no obligation.

  • 30 minutes, no prep
  • See it on your practice area
  • Leave with an ROI estimate
  • No rip-and-replace

Book your demo

We’ll reply within one business day to schedule.

No prep needed. We’ll tailor the demo to your practice area.

Request received.

Thank you. We’ll be in touch within one business day to schedule your demo.