Your Free Consultation Is Costing You More Than You Think

Every firm offers one. Most lose money on it — hours spent on intake calls that go nowhere, junk submissions, and no-shows. CaseBuddy replaces that process with an AI agent that conducts the consultation for you, 24/7, by voice or text. You review scored case summaries. Not voicemails.

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< 60 seconds

To go live on your site

24/7

Consultations without staffing

$99/mo

vs. $1,000+ for a human intake service

The Problem

The “Free Consultation” Is an Expensive Promise

It's the most effective client acquisition tool in legal marketing. Every firm offers it. But the economics are brutal.

Your time isn't free

Every consultation costs attorney time — even the ones that go nowhere. You're the most expensive person in your firm, and you're spending hours each week on initial intake calls gathering basic facts.

Junk in, time out

Form submissions come in with a name, a number, and “I need a lawyer.” Someone has to review them, filter the spam, chase missing details, and schedule callbacks — before you even know if the case is viable.

The ones you never hear from

A potential client visits your site at 10pm. They need help now. Your form asks them to wait. By morning, they've moved on.

How It Works

The Intake Happens Before You Pick Up the Phone

1

Add the Widget

One line of code. Works with any website. Takes under a minute.

2

Visitors Get a Real Conversation

Instead of a form, visitors talk to an AI agent — by voice or text, their choice. The agent asks relevant follow-up questions, gathers case details, and handles the back-and-forth you'd normally do yourself.

3

You Get a Scored Case Summary

Each conversation produces a structured summary with extracted details and a viability score. Open your dashboard, see what came in, and call back the cases worth your time — already knowing the facts.

Your Agent, Your Firm

Configured to Look, Sound, and Behave Like Your Firm

CaseBuddy isn't a generic chatbot bolted onto your site. You configure the agent to match your practice.

Appearance

Match your firm's branding. Colors, positioning, greeting message.

Voice & Tone

Set the agent's personality and communication style. Professional, warm, direct — whatever fits your practice.

Questions & Focus Areas

Define what the agent asks based on your practice area and what you need to evaluate a case. Family law, immigration, personal injury, employment — you set the criteria.

Qualification Logic

Configure how viability is scored. Set the factors that matter to your firm so the dashboard prioritizes what you'd prioritize.

The Shift

AI Is Replacing Human Intake Across Every Industry. Legal Is Next.

Virtual receptionists cost $1,000–2,500/month. They're inconsistent, they miss details, and they can't work around the clock without staffing costs scaling with them.

CaseBuddy gives your visitors something better than a form and comparable to a real conversation — at a fraction of the cost. Visitors speak naturally about their situation. The AI listens, asks the right questions, and captures details a form never could.

The result: richer information, faster turnaround, and no salary.

Features

From First Click to Case File

Intelligent Conversation

The AI adapts its questions based on what the visitor says. Not a script — a real back-and-forth that digs into the details relevant to their situation and your practice area.

Structured Extraction

Every conversation is analyzed to extract key details — dates, parties involved, documentation status, relevant facts — delivered as structured data, not a transcript to read.

Viability Scoring

Each consultation gets a score based on the criteria you define. See at a glance which cases deserve your attention first.

Firm Dashboard

All consultations in one place. Search, filter, sort by score. Full summaries, conversation records, pipeline tracking.

Always On

Every visitor gets the same thorough consultation at 2am as they would at 2pm. No overtime, no answering service, no missed opportunities.

One-Line Setup

A single script tag. WordPress, Squarespace, Wix, custom — if your site supports HTML, you're live in under a minute.

What You're Paying Now vs. What You Could Be

CaseBuddyFree ConsultationVirtual ReceptionistLive Chat
24/7 AvailabilityYesNoDepends on planDepends on plan
Voice ConversationYes✓ (your time)✓ (their time)No
Follow-Up Questions✓ (AI-driven)✓ (your time)Basic scriptBasic script
Structured Data ExtractionYesManual notesNoNo
Viability ScoringYesYour judgment callNoNo
Instant Case SummaryYesNoNoNo
Setup Time< 60 secondsN/A1–2 weeks1–2 weeks
Monthly Cost$99–249Your hourly rate × hours$1,000–2,500$500–1,500

Built for Legal

Not Legal Advice

The AI gathers information and delivers it to you. It never evaluates cases or advises visitors. The firm makes every decision.

Proper Disclosures

Every conversation begins with clear notice: AI-powered, recorded, information shared with the firm, not a legal consultation.

Data Isolation

Firm data is fully isolated. Encrypted in transit and at rest. You control retention policies.

Your Brand

Visitors see your firm's look and hear your firm's voice. CaseBuddy stays in the background.

Stop Giving Away Your Most Expensive Resource

30-day free trial. Full features. No credit card.

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