Is AI intake allowed by the bar?

Yes, with lawyer supervision. ABA Formal Opinion 512 and state guidance treat AI like any nonlawyer assistant under Rule 5.3. The lawyer stays responsible. The AI must not give legal advice, promise outcomes, or form an attorney-client relationship. ShiFt’s scripts are firm-approved and logged.

What is cost per signed case?

Marketing spend divided by cases actually signed from that spend. Not cost per lead. If a channel costs $15,000, brings 200 leads, and signs 2 cases, the cost per signed case is $7,500 — not $75.

Every case you can’t trace. Every answer your vendor hasn’t given.

Keep your intake vendor. Know what it does. Keep the evidence current.

Is my AI safe with the bar?

0as of Aug 2026

Fix

Leading AI intake vendors publishing how they handle a declined caller’s information, as of Aug 2026.

See how we show ours

Which ads brought signed cases?

30–55%

Fix

Signed PI cases that can’t be traced to a source. Public benchmark.

Find your number

Four steps. Start free. Stop anywhere.

Nothing to rip out. No vendor to replace. Each step pays for the next.

Step 1

Free Scan

$020 min

Screen-share. Both checks on your real numbers. Two scores, one next step.

Book it

Step 2

Intake Exposure Snapshot™

$497credited

One practice area. Six things you send. Five days. Documented · Unknown · Next.

See it

The Wedge

Step 3

Supervise

$199/mo

The maintained process. Approved versions, sign-off, evidence gaps, reminders, exports. Any vendor.

Start 14 days free

Step 4

Convert

$2,997/mo

We run intake across your tools and report cost per signed case, weekly. Only if the scan shows a gap.

Book the scoping call

A packet goes stale. A process stays current.

ABA 512 says a lawyer supervises the AI. Supervise is how you show it — this month and every month after.

Approved versionsEvery script, every change, who signed it.

Attorney sign-offA partner approves. Can’t edit what they sign.

Evidence gapsSeven tests per script. Documented, not provided, unknown.

RemindersReview dates, attestation, rule changes.

ExportsThe packet you’d hand a bar investigator. One click.

Works with Smith.ai, Clio Grow AI, Ruby, or a human answering service. We don’t replace your vendor. We show what it does.

Start 14 days free

Card on file · $0 for 14 days · cancel anytime.

Seven tests. Run them on anyone.

The Supervised Intake Standard™. Score us, score your vendor, score a human service. Same seven questions.

1Caller knows it’s AI

2No legal advice

3No fee, no promise

4Declined callers protected

5A person decides conflicts

6Data stays yours

7A lawyer signed off

Read the Standard Run the Bar-Safe AI Check

Three years of receipts.

One contractor client, 36 months, every lead and dollar traced. Roofing, not law. Single dataset. The first law-firm receipt publishes here.

2,847leads traced

$3.4Mrevenue traced to source

36months matched, lead to invoice

Titan Restoration & Construction. Modeled where labeled; measured where stated. Read the case study.

What you pay today: $3,350–$7,250 a month. And still no attribution.

Answering service + call tracking + CRM + agency reporting. Four bills, four numbers, nobody reconciles. Convert sits under the bottom of that stack. Supervise is rounding error.

See pricing

Built for intake-based practices.

Personal injury Criminal defense Immigration Family law Georgia firms

Two questions partners ask first.

Two exposures. One scan.

Twenty minutes. Your numbers. No pitch.

Book the free scan Skip to the Snapshot

Summarizes public guidance for planning. Not legal advice. Claim disclosures · Methodology