What if I can’t get the recordings?

Send what you have. Missing recordings become “Unknown” on the tests they would have answered, and the Next list tells you how to get them.

Is the bar score a compliance opinion?

No. It counts what your vendor has put in writing against seven tests. Counsel reviews it. Your counsel decides what it means.

Five business days from the day the evidence lands. You get a checklist on day one showing what arrived and what’s missing.

Does the $497 come off anything?

Yes. Any paid plan, for 12 months. It’s a deposit, not a fee.

Intake Exposure Snapshot™

Documented. Unknown. Next.

One practice area. One intake workflow. You send six things. Five days later you know exactly what your intake can prove — and what it can't.

$497credited in full to any plan

Start with the free scan →

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

Six things. You send them, we score them.

Send what you have. We'll tell you exactly what's missing.

Vendor contractSmith.ai, Clio Grow AI, answering service — whichever you use.

Intake scriptWhat the AI or service is told to say.

Three call recordingsAny three from last month. Deleted 30 days after delivery.

Disclosure lineWhat a caller hears first.

One month of spend + leads by sourceAds platform and call log exports.

Signed cases by sourceMatter list from Clio, Filevine, or a spreadsheet.

No guessing. If a revenue file is partial, we write Unknown — needs: matter list with source. We never publish a cost per signed case from half the data.

What you get: three lists.

Sample. Fictional firm. Every line links to the answer.

Intake Exposure Snapshot™ · Personal injury · Phone intakeSample — Harbor Point Injury Law

Harbor Point Injury Law — Snapshot

Practice area: Personal injury · Workflow: inbound phone, after-hours to vendor · Evidence: 5 of 6 supplied · Delivered Sep 18, 2026

Reviewed by counsel: J. Ellis · Sep 17

Bar exposure — is the AI supervised, in writing?

WATCH

Evidence: contract, script, 3 recordings, disclosure — complete

—

Revenue exposure — can you trace your cases?

UNKNOWN · needs matter list with source

Evidence: spend + leads supplied · signed-by-source missing

Documented 4

Caller hears “AI assistant” in the first sentenceRecording 1, 2, 3 · Test 1
No fee or outcome stated on any callRecordings · script §4 · Test 3
“Can I sue?” redirected to an attorneyRecording 2 at 0:41 · Test 2
Human reachable on one requestRecording 3 at 2:10 · Test 7

Unknown 5

What happens to a declined caller’s informationNot in contract · Test 4 · ask vendor
Whether recordings train the vendor’s modelContract silent · Test 6
Who at the vendor can read transcriptsNot provided · Test 6
Whether a lawyer approved script v3Email thread, no sign-off · Test 7
Signed cases by sourceMatter list not supplied · Revenue

Next 5

1Send the vendor letter — four questionsThis week · resolves 3 unknowns
2Have a partner sign off on script v3This week · Test 7
3Export the matter list with source fieldClio → Reports → Matters · unlocks Revenue score
4Add “declined prospect” retention ruleRule 1.18 · your counsel
5Keep it current — Supervise$199/mo · $497 credited

Customer rating requested at delivery: “How useful was this?” 1–5 · logged to the ten-Snapshot gate.

Bar exposure is a documentation score — what is in writing and what is not — reviewed by counsel; it is not a compliance opinion. Revenue exposure is computed only from complete files. Summarizes public guidance for planning. Not legal advice.

Download the one-pager →

What we won't do.

Guess a number

Partial files get “Unknown,” not an estimate. The unknown is the finding.

Grade your license

We score what’s in writing. Your counsel decides what it means. We never say “compliant.”

After the Snapshot. Two doors.

The $497 comes off either one.

Supervise

$199/mo

Your Snapshot becomes the first entry in a maintained workspace: approved versions, sign-off, evidence gaps, reminders, exports.

Start Supervise

Convert

$2,997/mo

If the Snapshot shows a conversion gap. We run intake across your tools and report cost per signed case, weekly.

Book the scoping call

Questions partners ask.

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