AI for law firm intake
Turn more of the leads you generate into signed cases
capture 2-3x more of the leads you are generating, by fixing your Intake leaks
For U.S. law firms. Every application is reviewed.
Implementation results
Proof from Law Office of Diaz & Nunez-Elorza
An immigration implementation on inbound DM inquiries, measured on captured intake and response speed.
Immigration · Inbound DMs
14% → 35%
Lead capture rate
Inbound DM inquiries
61 → 154
Captured leads
2.52× the prior captured-lead volume
60 minutes → under 5 seconds
Initial response time
Inquiry arriving to first response sent
72 minutes → 93 seconds
Conversation duration
Average elapsed time, start to completion
Captured lead volume reached 2.52× its prior level.
Why firms lose paid leads
The firms that control intake control the opportunity.
National firms do not win only because they spend more. They answer faster, follow up longer, and leave fewer places for a paid lead to disappear. Octtopus gives your firm that operating speed without requiring national-firm headcount.
They are messaging three firms, not one
A prospect with a problem contacts several firms in the same sitting. The firm that answers, qualifies, and moves them forward first has the stronger opportunity to sign the case.
Your paid leads bill you either way
You pay for the click whether or not anyone answers it. Every unanswered paid inquiry is acquisition cost with no matter attached to it.
Nights and weekends are where leads leak
Inquiries arrive at 9:41 p.m. and on Sunday afternoons. Without coverage in those hours, they are gone before intake opens on Monday.
Follow-up stops before it should
National firms follow up longer than a busy team can. Persistence is a staffing budget — until it becomes something your intake operation just does.
AI for law firm intake
Not a replacement intake department.
Octtopus is not a replacement intake department. It is AI built to make your intake operation faster, more consistent, and harder to beat.
Respond first
The first reply goes out in seconds, on the channel it arrived on, at any hour — before the prospect works down their list.
Qualify against your rules
Your practice areas, your screening questions, your disqualifiers. The conversation follows your firm’s intake logic, not a generic script.
Book the consultation
Qualified leads reach your calendar through your scheduling workflow instead of waiting on a callback list.
Collect the information you need
Your approved intake forms, case facts, and documents — gathered before anyone on your team spends an hour on the matter.
Start the approved retainer workflow
When a prospect meets the criteria you configured, Octtopus can begin your firm-approved retainer process through the tools you already use.
Keep control of the funnel
You set what happens, for which leads, and exactly where a person has to take over. Nothing runs that you did not configure.
Configured outcomes
One inquiry. Different outcomes — based on your firm’s rules.
What happens next depends on the practice area, the answers given, urgency, and the rules your firm set. Two firms run Octtopus and it does genuinely different things.
Capture and qualify
The baseline every firm gets: the inquiry is answered in seconds and screened against the firm’s own criteria.
- Answer the inquiry on the channel it arrived on, at any hour.
- Identify the practice area and follow that intake flow.
- Capture contact information while the person is still engaged.
- Qualify against the firm’s criteria, questions, and disqualifiers.
Collect more information
When the firm needs more than a name and a phone number before anyone spends time on the matter.
- Send the firm’s approved intake form.
- Request the additional case facts or documents the firm asks for.
- Continue the conversation once the information comes back.
- Keep what was submitted with the lead record for the intake team.
Book the consultation
When a qualified lead should reach the calendar rather than a callback list.
- Use the firm’s configured availability.
- Book the consultation directly in the firm’s scheduling workflow.
- Send confirmation and next steps to the prospect.
- Where the firm charges for consultations, send that firm’s payment-enabled booking link as part of its existing workflow.
Start the retainer workflow
When a qualified prospect meets the criteria the firm configured for this step.
- Send the firm-approved retainer agreement or e-signature link.
- Send any required intake forms alongside it.
- Send the firm’s payment link where that is part of the firm’s process.
- Follow up on operational steps the prospect has not finished.
Hand it to a person
Configurable at any point in any branch — and mandatory wherever the firm says so.
- Urgent matters and time-sensitive facts.
- Sensitive or unusual situations outside the configured flow.
- Anything requiring legal judgment or conflict review.
- Representation decisions.
Not every lead receives every action. Your firm decides which branches run, for which leads, and where a person has to take over.
Conversation channels
Wherever the inquiry starts, it gets answered.
Octtopus covers the channels prospective clients actually use to reach a firm.
Instagram
Direct messages, story replies, and comment follow-up on the firm’s account.
Facebook Messenger
Page messages from organic posts and from paid campaigns.
WhatsApp
The channel many prospective clients already use to reach a firm.
TikTok
Inbound messages from the firm’s TikTok presence.
SMS
Text inquiries that would otherwise sit unread until morning.
Website
Conversations that start on the firm’s own site.
Work directly with us
This is not a self-serve sign-up.
Firms are onboarded individually, starting with a real look at how intake works inside the firm today.
Every application is reviewed
We read each firm’s application ourselves and look at how its intake works today before responding.
We study your intake operation first
Before anything is configured, we map how inquiries reach your firm now, who touches them, and where they stall.
You work with the team building it
Not a reseller and not a support queue. The people who build Octtopus are the people you talk to.
Onboarding is individual
Configuration is built around your practice areas and your intake workflow — one firm at a time.
Sign more of the cases you are already paying to reach.
Tell us how intake works at your firm today. We review every application and onboard firms individually.
Every application is reviewed. Onboarding is conducted individually.