Documented. Unknown. Next.

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

$497credited in full to any plan

Six things you send

Vendor contract (Smith.ai, Clio Grow AI, answering service)
Intake script — what the AI or service is told to say
Three call recordings — any three from last month, deleted after 30 days
Disclosure line — what a caller hears first
One month of spend + leads by source
Signed cases by source — matter 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.

Three lists you get back

Sample — Harbor Point Injury Law (fictional). Personal injury · phone intake.

Documented4

Caller hears “AI assistant” in the first sentence
No fee or outcome stated on any call
“Can I sue?” redirected to an attorney
Human reachable on one request

Unknown5

What happens to a declined caller’s information
Whether recordings train the vendor’s model
Who at the vendor can read transcripts
Whether a lawyer approved script v3
Signed cases by source

Next5

Send the vendor letter — four questions
Have a partner sign off on script v3
Export the matter list with source field
Add “declined prospect” retention rule
Keep it current — Supervise

Bar exposure is a documentation score — what is in writing and what is not — reviewed by counsel; it is not a compliance opinion. Summarizes public guidance for planning. Not legal advice. shiftnow.io/claim-disclosures · shiftnow.io/methodology

PRD v1.9.0 · §12

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