Intake and compliance, written for small PI firms
Short, sourced guides on how after-hours intake actually works and what the advertising rules in our main markets say about it. Every legal point links to the primary source so you can check it yourself. None of it is legal advice.
Law Firm Lead Response Time: What the Data Says
Clio's shoppers contacted 500 US firms. 33% answered the email, 40% answered the phone, 48% answered neither. The published numbers, the caveats, and a test you can run on your own firm this week.
7 min read6 primary sourcesRead → Intake playbookAI Client Intake for Law Firms: A Buyer’s Guide
What an unanswered lead costs, how text intake compares with a receptionist, an answering service and a chat widget, eight vendor questions with what a bad answer means, and a day-by-day first week.
16 min read5 primary sourcesRead → State guide · CaliforniaCalifornia Attorney Advertising Rules: Can You Text a Lead Back?
Why an inbound reply is not a solicitation under Rule 7.3, an inbound-versus-outbound table you can hold your own messages against, and a full annotated California intake script with the reasoning for every line.
10 min read7 primary sourcesRead → State guide · TexasTexas Attorney Advertising Rules: The ADVERTISEMENT Text Rule
A subsection-by-subsection table of Rule 7.03, the ADVERTISEMENT first-word rule shown as two real messages side by side, and a complete annotated Texas intake script.
11 min read6 primary sourcesRead → State guide · Florida & ArizonaFlorida FTSA and Arizona ER 7.3: Rules for Automated Text Intake
Draft consent language for your web form, the STOP cure sequence step by step, what Arizona’s ER 7.3 Comment 2 actually says, and an annotated Florida script with a live opt-out in it.
12 min read8 primary sourcesRead → State rules hubAttorney Advertising Rules by State
A primary-source hub for California, Texas, Florida, and Arizona, plus a repeatable workflow for reviewing any other jurisdiction.
8 min readPrimary-source linksRead → Federal complianceTCPA Consent for Law Firm Intake Texts
The vacated one-to-one consent rule, current revocation controls, opt-out design, records, and the tests a firm should run before launch.
10 min readPrimary-source linksRead → EspañolAutomatización de intake legal para bufetes de lesiones personales
Qué tareas de intake puede automatizar un bufete de lesiones personales, cuáles deben seguir humanas y cómo probar seguridad, entrega y control.
9 minEn españolLeer → EspañolRespuesta fuera de horario para bufetes de lesiones personales
Cómo responder consultas de lesiones personales fuera de horario sin prometer resultados: métricas, canales, guiones, entrega humana y pruebas.
8 minEn españolLeer → EspañolIntake bilingüe para bufetes de lesiones personales
Cómo diseñar intake bilingüe en inglés y español para bufetes de lesiones personales, con guiones aprobados, historial original y entrega humana.
9 minEn españolLeer → Selection guideBest Legal Intake Software for PI Firms
A transparent shortlist by category, with official vendor sources, evaluation questions, and a direct statement of Versa’s current evidence limits.
11 min readPrimary-source linksRead → ComparisonAI Intake vs. Answering Service vs. Receptionist
A category-level comparison of coverage, channels, records, human takeover, and common failure modes, plus the exact scenarios a PI firm should test before buying.
9 min read2 published sourcesRead → Buyer’s guideCan AI Help With Law Firm Intake? What It Can and Can’t Do
The honest version: software answers fast and writes things down, and it must not judge a case. A task-by-task automate-or-not table, who carries the supervision duty under Rule 5.3, and four questions to ask a vendor.
8 min read6 primary sourcesRead → ComplianceCan AI Legally Handle Client Intake? ABA Model Rule 5.5 Explained
What Rule 5.5(a) actually says, where the line between collecting facts and giving advice falls, message by message, and what compliant automation looks like when a firm holds that line.
8 min read6 primary sourcesRead → ComplianceWhat Your AI Intake Tool Can and Can’t Say to a Potential Client
The four things a first automated message may contain, six sentences it must never contain, where state advertising labels apply, and why confidentiality attaches before anyone is a client.
8 min read6 primary sourcesRead → ComplianceAI and Attorney-Client Privilege: What to Check Before Automating Intake
Rule 1.18 binds from the first message. What ABA Formal Opinion 512 says about self-learning tools, six clauses to require in a vendor contract, and the fields your script should never collect.
8 min read6 primary sourcesRead → OperationsHow Bilingual AI Intake Works in English and Spanish
21.7% of US residents speak a language other than English at home. How a working setup picks a language, why live machine translation of an approved script is the wrong design, and what to test before turning Spanish on.
7 min read5 primary sourcesRead → Intake economicsThe Real Cost of a Missed Call for a Personal Injury Firm
Cost per lead in legal services is $131.63 on the 2026 benchmarks. The arithmetic on what an unanswered inquiry costs, with the formula shown so you can run it on your own numbers instead of ours.
8 min read6 primary sourcesRead →See the intake system these pages describe
Versa answers inbound leads only, with a target of under 20 seconds, in English and Spanish, on a script your firm writes and approves before it goes live.
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