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Professional Services

Your time is billed at $300 to $500/hr. Answering intake calls isn't the best use of it.

We build AI systems that qualify leads before they reach you, automate document collection, and handle scheduling, so every hour you bill is spent on billable work.

We typically start with intake qualification — screening and booking calls that would otherwise consume billable hours. Document collection automation follows, cutting the back-and-forth that drags every matter's admin tail.

22 hrsSaved Per Week
0Staff Involvement Before First Meeting
Faster Onboarding

The Problem

Why Law Firms businesses lose revenue every day.

01

Intake Is Time-Consuming

Every potential client needs to be screened, qualified, and scheduled. Without a system, this falls to senior staff who should be billing, not processing intake.

02

Document Collection Is Manual

Chasing clients for documents before the first meeting wastes everyone's time. Most firms rely on email follow ups that get ignored.

03

Phone Tag Kills Momentum

Scheduling consultations often takes 5 to 6 email and phone exchanges. Each back-and-forth delays the engagement, and some clients drop off before it starts.

04

Seasonal Demand Isn't Capitalized On

Tax season, year-end, regulatory changes, these create predictable demand spikes. Without automated campaigns to your past client list, you're not capitalizing on them.

Automation Architecture

One engine.
Every touchpoint automated.

Every trigger on the left flows through Kelvino AI and lands in the tools you already use — automatically.

Phone11:47 PM
(416) 882-****
Missed
Call BackMessage
Messages2 min ago
Hi, I'd like to book an appointment for next week.
Web FormJust now
New lead
● New submission
Kelvino
Kelvino AI
Law Firms & Accountants
Calendly
Consultation booked
Clio
Matter opened in CRM
DocuSign
Retainer sent for signing
Twilio
Intake form delivered
Triggers
Missed Call
SMS Inquiry
Web Lead
Kelvino AI
Law Firms & Accountants
Goes straight into your tools
Calendly
Consultation booked
Clio
Matter opened in CRM
DocuSign
Retainer sent for signing
Twilio
Intake form delivered
HIPAA & PIPEDA compliant · Works with your existing tools · Live within 5–7 daysBuild this for my business →
Real EngagementWhat this looks like in practice

Turning intake from a bottleneck into a pipeline

The Problem

The firm was losing time on poor-fit inquiries and manual document collection before consultations. Attorneys were spending billable hours on admin.

System Built

Qualification forms, automated document requests, conflict check routing, consultation booking, and internal alerts. Attorneys only see pre-qualified, document-ready prospects.

The Outcome

Attorneys met better-prepared prospects. Admin stopped chasing the same documents over and over. 32% more qualified consultations booked.

68%faster intake
14 hrssaved weekly
32%more qualified consults

What We Build

The full Law Firms automation stack.

    AI intake, leads qualify themselves before reaching you
    Automated document collection sequences
    Appointment booking without phone tag
    Seasonal campaign automation (tax season, year-end)
    Client onboarding automation
    HIPAA/PIPEDA compliant data handling

The Results

What you can expect.

Numbers based on industry benchmarks and early client implementations.

0Saved Per Week

From automated intake and document collection

0Staff Involvement Before First Meeting

For qualified clients, full automation

0Faster Onboarding

Automated document collection vs. manual follow up

"The intake automation alone saved our junior associates 3 hours a day. Clients arrive to consultations with documents already submitted. It's transformed how we onboard."
Managing Partner, Law Firm
Brampton, ONvia Google

Ready to stop losing law firms revenue?

In 30 minutes, we'll map every place your law firms business is losing leads and revenue, put a dollar figure on it, and show you exactly what a purpose-built system would look like. No commitment. No pitch.

The audit is a free 30-minute call with our team — not a sales pitch. We review your current setup, map exactly where you're losing leads or time, and hand you a dollar figure on each gap. You walk away with a clear plan whether you hire us or not.

What you walk away with:

  • The exact revenue leaks inside your law firms business
  • A dollar figure on each gap so you know what it's costing you
  • The fastest payback automation scoped for your industry
  • A fixed price build quote with no hourly rates and no surprises
Prefer email? Send a note to hello@kelvino.ai and we'll reply with available times within one business day.

Other Industries

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