AI Automation · Oakland

AI Automation for law firms in Oakland

Most law firms don't lose cases — they lose intake. A potential client calls during a deposition, gets voicemail, and hires the next firm on the list. The contact form sits unanswered until morning. AI Automation answers the moment someone reaches out, day or night. It runs an intake conversation, screens for practice area and conflicts, captures the facts you need, and routes a qualified matter to the right attorney — while you're in court, not after. We work with Oakland businesses from the storefronts on Piedmont Avenue and College Avenue's Rockridge stretch to the taquerias and bakeries along Fruitvale's International Boulevard, the warehouses-turned-shops in West Oakland and Jack London Square, and the neighborhood spots in Temescal, Grand Lake, Dimond, and Montclair up in the hills. It's a city of independents — old-line family businesses next to first-gen owners — and the websites rarely keep up with the foot traffic.

The problem

Where law firms leak leads

A motivated plaintiff fills out your contact form at 9pm — by the time someone reads it the next afternoon, they've already signed with another firm

Reception fields the same screening questions on every call (jurisdiction, opposing party, what happened, when) instead of preparing for matters that already exist

Tire-kickers, solicitations, and out-of-scope matters eat hours that should go to billable work — nothing filters before it hits a paralegal's desk

Conflict and intake details get scribbled on a notepad and lost, so the same caller gets re-interviewed and the lead goes cold

What we build

AI Automation, built for law firms

An intake assistant on your site and chat that conducts the first conversation — practice area, jurisdiction, key dates, opposing party, and a plain summary of the matter — then hands a real human the qualified ones

Smart routing that sends PI to the PI attorney and family law to family law, books a consult on the right calendar, and flags anything urgent (statute deadlines, arrests) for immediate human follow-up

Conflict-aware pre-screening that captures opposing parties and prior representation up front and surfaces a potential conflict before you spend a minute on it

Clio / MyCase / Smokeball sync so every captured intake lands as a lead or matter with notes attached — plus an instant after-hours text or email so no inquiry waits until morning

What changes

What you can expect

After-hours and weekend inquiries get an immediate, professional response instead of voicemail — fewer prospects slip to the firm that picked up

Attorneys and paralegals see clean, pre-screened matters with the facts already gathered, instead of starting every intake from scratch

Out-of-scope and conflicted matters get filtered before they reach staff, so attention goes to cases the firm can actually take

We also build for neighboring East Bay businesses — Berkeley, Alameda, Emeryville, San Leandro, and Piedmont — working remotely or meeting on-site across the bridge when it helps.

FAQ

Common questions

Does the AI give legal advice or create liability?

No. It gathers intake — facts, practice area, jurisdiction, contact info — and books a consult. It's scripted to never offer legal opinions or form an attorney-client relationship, and it says so plainly. A real attorney makes every call on whether to take a matter.

Can it handle conflict checks?

It captures the inputs a conflict check needs — opposing parties, prior representation, related names — and flags likely conflicts before a consult is booked. It doesn't replace your formal conflict process in Clio or your case system; it feeds it clean data so your check is faster.

Does it connect to Clio or our case management system?

Yes. We push captured intakes into Clio, MyCase, Smokeball, or whatever you run, as a new lead or matter with the full conversation attached. If you'd rather start with email and SMS handoff, we can do that and add the integration later.

Do you work on-site with Oakland businesses or only remotely?

Both. We're a two-person Bay Area studio, so most of the build happens remotely with regular calls. But if you're in Oakland — Fruitvale, Rockridge, Jack London, the hills — we'll come to you to look at how the front desk or the kitchen actually runs before we touch the booking flow. That on-site context usually makes the system better.

See what we'd build for you

Start with a free scan — we'll show you the smallest fix that moves the needle for law firms in Oakland. Built by Mohammed & Ravi, the two people who'll do the work.