The usual way
- 9:14 PMFills in your contact form
- Waits overnight9:30 AMForty-minute intake call
- Conflict check afterwardNext dayYou email for documents
- Files trickle inNext weekEngagement letter goes out
A week before you know the matter fits.
Legal Services
Qualify Clients Before The Clock Starts Ticking.
Screen inquiries, collect case context, book consultations, request documents, and prepare your team before the first call.
Legal Consultation Qualification System
Conversation experience
The customer conversion system for legal services
Screened and booked before they close the tab.
Collect the people involved, issue, timeline, documents, preferred next step, and consultation details in one guided flow.
One example inquiry, start to finish.
With Aura
Tap a step to see it
Matter screened
What legal help are you seeking?
NextTwo minutes. Screened, documents in, and booked.
Move new matters from inquiry to informed review.
One connected workflow can collect context, guide the decision, complete the next step, and keep your team informed.
Conflict & Case Screening
Screen for conflicts of interest before you ever speak to the lead.
Paid Legal Consultations
Charge for your time upfront by requiring a consultation fee via Stripe to book your calendar.
Secure Case Onboarding
Gather sensitive case history through password-protected, encrypted voice conversations.
Follow up automatically
Send the right confirmation, reminder, or team alert while the request is still active.
Legal intake systems that protect billable time.
Start with the customer moment that matters most, then add the other systems as your process grows.
Legal
ConversationLegal Consultation Qualification System
Identify fit urgency and the right consultation path.
- Booking
- Intake
- Follow-up
The customer sees one clear journey. Your team gets the complete handoff.
Use conditional paths to keep each legal services request relevant, then organize the response for the people handling it.
Route with context
Show the right questions and next steps based on each answer.
Complete the transaction
Add booking, payment, files, or signatures where the workflow requires them.
Keep the team moving
Configure confirmations, reminders, and internal notifications from the same system.
A structured first conversation for every matter.
Matter and conflict intake
Collect the people involved and the issue up front, so potential conflicts surface before the call.
Conditional case routing
Matters route to the right attorney based on practice area and urgency.
Consultation requests
Consultations are booked and, where you choose, paid before anyone takes the call.
Document collection
Documents arrive with the request, so your team starts with the file.
Agreements and payment steps
Agreements and fees move forward in the same flow, while the client is ready to commit.
Start small. Grow when it works.
Plans for growing legal services workflows.
Publish the first system free, then add more workflows, automation, and volume as your team grows.
Compare every plan and limitFree
Build and publish your first customer system.
$0/mo
Launch
Run the customer workflows your business uses every day.
$49/mo
Automate
Most capableAdd more systems, automation, usage, and insight as you grow.
$99/mo
Questions before you build?
See how Aura Forms fits the customer journey and operating process behind your legal services business.
What can Aura Forms handle for legal services?
Aura Forms can guide conflict & case screening, paid legal consultations, secure case onboarding, then trigger the appropriate confirmation or team handoff.
Can we customize the questions and customer experience?
Yes. Start from a blueprint or build your own workflow, then adapt the copy, questions, logic, brand, media, and next steps for your legal services business.
Can the workflow include booking or payment?
Yes. Add a configured scheduling step, Stripe payment, signature, file upload, or another completion step where it fits the customer journey.
How does our team receive the information?
Responses stay organized in Aura Forms. You can also configure email, SMS, internal notifications, and supported integrations for the handoff your team needs.
Give every new matter a consistent intake process.
Create a professional legal workflow that collects context before your team invests time in review.