Client intake classification
New inquiries are tagged by matter type, urgency, jurisdiction, and preferred consultation channel.
Firms route prospects without slow manual intake.
Brixi for Legal Services
Convert every inquiry into a retained client.
Legal prospects reach out in moments of urgency — and the first firm to respond wins the retainer. Brixi's Aria AI intake agents qualify cases in under 3 seconds, Workflows drive retainer follow-up, and the unified client CRM keeps every call, email, and intake detail in one timeline so attorneys walk in fully prepared.
<3s
AI intake across chat, web, and inbound calls
+45%
higher retainer conversion with instant intake
1 CRM
client timeline from inquiry to case close
One platform across every legal services channel
Web chatVoice callsWhatsAppEmail
CRM automation in practice
A legal CRM for intake, consultation booking, and matter follow-up
Manage client inquiries, matter type, document requests, consultation bookings, attorney assignment, and follow-up history.
Consultation booking
Qualified leads receive calendar options, reminder flows, and pre-consult document checklists.
More inquiries become prepared consultations.
Matter follow-up visibility
Every call, email, note, document request, and next step stays tied to the client timeline.
Teams maintain context from intake to engagement.
Who it’s for
Built for every legal services sub-vertical
Same platform, tuned for how your specific segment sells, books and retains revenue.
01
Aria AI intake agent
Aria AI intake agent
Handles case intake, eligibility questions, and consultation scheduling 24/7 with the empathy legal clients expect.
Where it hurts
- Legal PPC costs $100–$500 per click. Without 24/7 intake, you pay for clicks that convert to the next firm on Google instead of booking into your calendar.
What Brixi delivers
- Handles case intake, eligibility questions, and consultation scheduling 24/7 with the empathy legal clients expect.
02
Retainer close workflows
Retainer close workflows
Behavior-triggered multi-touch follow-up rescues cold prospects and closes signed fee agreements.
Where it hurts
- Every unqualified intake call is lost billable time. Without AI triage, senior attorneys handle discovery that admin staff could never do well.
What Brixi delivers
- Behavior-triggered multi-touch follow-up rescues cold prospects and closes signed fee agreements.
03
Unified client CRM
Unified client CRM
One timeline per client with every call, email, document, and case milestone — shared across intake, attorneys, and paralegals.
Where it hurts
- Without a unified client timeline, attorneys walk into consultations unprepared — damaging conversion and client experience.
What Brixi delivers
- One timeline per client with every call, email, document, and case milestone — shared across intake, attorneys, and paralegals.
04
Case analytics & pipeline reporting
Case analytics & pipeline reporting
Track which referral sources and ad channels actually produce retained cases — not just form fills.
Where it hurts
- Legal PPC costs $100–$500 per click. Without 24/7 intake, you pay for clicks that convert to the next firm on Google instead of booking into your calendar.
What Brixi delivers
- Track which referral sources and ad channels actually produce retained cases — not just form fills.
How Brixi works for Legal Services
Legal Services follow-up, configured on a flexible CRM
These examples use Brixi primitives every team can configure: lead records, custom fields, conversations, tasks, routing, reminders, and buyer-intent signals.
AI conversation
Aria AI intake agent
Handles case intake, eligibility questions, and consultation scheduling 24/7 with the empathy legal clients expect. Brixi combines Aria voice and chat, Pulse buyer-intent intelligence, and workflow automation to run this without adding headcount — across Web chat, Voice calls, WhatsApp, Email.
- Handles case intake, eligibility questions, and consultation scheduling 24/7 with the empathy legal clients expect.
- Native integration with Clio and HubSpot
- Protect expensive legal PPC by responding in under 3 seconds
- Dashboards built for your team’s weekly review
Pipeline truth
Retainer close workflows
Behavior-triggered multi-touch follow-up rescues cold prospects and closes signed fee agreements. Brixi combines Aria voice and chat, Pulse buyer-intent intelligence, and workflow automation to run this without adding headcount — across Web chat, Voice calls, WhatsApp, Email.
- Behavior-triggered multi-touch follow-up rescues cold prospects and closes signed fee agreements.
- Native integration with Clio and HubSpot
- Free attorneys from intake to focus on billable work
- Dashboards built for your team’s weekly review
Lifecycle automation
Unified client CRM
One timeline per client with every call, email, document, and case milestone — shared across intake, attorneys, and paralegals. Brixi combines Aria voice and chat, Pulse buyer-intent intelligence, and workflow automation to run this without adding headcount — across Web chat, Voice calls, WhatsApp, Email.
- One timeline per client with every call, email, document, and case milestone — shared across intake, attorneys, and paralegals.
- Native integration with Clio and HubSpot
- Walk into every consultation with the full case context
- Dashboards built for your team’s weekly review
Where revenue leaks today
What Legal Services teams lose without Brixi
From first call to signed retainer to repeat representation: Brixi helps law firms win more clients, protect expensive lead spend, and free attorneys from intake overhead so they can focus on billable work.
01
Expensive paid leads go unanswered after hours
Legal PPC costs $100–$500 per click. Without 24/7 intake, you pay for clicks that convert to the next firm on Google instead of booking into your calendar.
Brixi closes this leak
02
Attorneys burn billable hours on intake calls
Every unqualified intake call is lost billable time. Without AI triage, senior attorneys handle discovery that admin staff could never do well.
Brixi closes this leak
03
Case context evaporates between intake and representation
Without a unified client timeline, attorneys walk into consultations unprepared — damaging conversion and client experience.
Brixi closes this leak
For every role on your team
Role-specific views on the same customer record
Brixi keeps the underlying record shared while each role sees the context, tasks, and next actions relevant to their work.
Head of Sales
Grow legal services revenue predictably
Pipeline visibility by stage, source and agent. Forecasts that actually match what closes.
Operations lead
Automate the repetitive 80%
Workflows take care of reminders, reschedules and document chases so ops focuses on exceptions.
Marketing head
Tie every campaign to booked revenue
UTM-tagged conversations, source attribution and cohort analytics across every channel.
CX & retention
Keep customers longer
Lifecycle nudges, sentiment detection, and retention playbooks tuned to your buyers.
The Brixi journey
How law firms use Brixi to win more clients
From first inquiry to retained case — Aria qualifies intakes, Workflows drive retainer close, and the CRM keeps attorneys fully prepared.
Step 1
01Intake (Aria)
Aria captures case details, urgency, and eligibility across voice and chat 24/7 — with empathetic, brand-aligned tone.
Step 2
02Qualify (Pulse)
Pulse scores cases on fit, urgency, and retainer likelihood so attorneys focus only on the strongest prospects.
Step 3
03Close (Workflows)
Multi-touch retainer follow-up across voice, WhatsApp, and email rescues prospects who stall between first call and signed fee agreement.
Step 4
04Represent (CRM)
Attorneys walk into every consultation with the full case history, source, and intake notes already attached.
AI + CRM at work
AI response, intent signals, CRM, and workflows in one motion
Brixi does not require a separate vertical product to be useful. Teams configure the same CRM, channels, and workflow layer around their own lead stages and operating rules.
AI
Aria intake agent
AI voice and chat agent trained for legal intake — case discovery, urgency triage, consultation scheduling.
Captures every inquiry 24/7 without using attorney time.
Automation
Retainer close workflows
Multi-touch sequences that follow up after first consultation to secure the signed retainer.
Lifts retainer conversion on qualified prospects.
CRM
Unified client CRM
One client timeline across intake, consultations, documents, and case milestones.
Prepares attorneys and improves client experience.
Intelligence
Pulse case-intent intelligence
Scores cases on fit, urgency, and retainer likelihood.
Routes attorney time only to the strongest opportunities.
Numbers that move
What changes when Brixi goes live
Typical results within 60 days of rollout for legal services teams.
First-response time
Before
Hours
With Brixi
< 5s
Lead → meeting conversion
Before
Industry avg
With Brixi
↑ 2.1×
Agent hours saved / week
Before
—
With Brixi
24+ hrs
Dormant reactivation
Before
< 8%
With Brixi
22%
Compliance-ready
AI that your auditor can read
Every conversation, consent and approval is logged — so you never trade speed for oversight.
Consent-first messaging
Granular opt-in capture and one-tap opt-out across every outbound channel.
Audit logs on every interaction
Immutable logs for every AI conversation, with PII redaction on stored transcripts.
Role-based access
Tenant-scoped access so teams only see the pipelines and data they are authorised for.
Data residency options
Regional hosting (India, UAE, EU, North America) with tenant isolation.
Core capabilities
Everything Legal Services teams need in one platform
Aria AI intake agent
Handles case intake, eligibility questions, and consultation scheduling 24/7 with the empathy legal clients expect.
Retainer close workflows
Behavior-triggered multi-touch follow-up rescues cold prospects and closes signed fee agreements.
Unified client CRM
One timeline per client with every call, email, document, and case milestone — shared across intake, attorneys, and paralegals.
Case analytics & pipeline reporting
Track which referral sources and ad channels actually produce retained cases — not just form fills.
Works with your stack
Connect Brixi to the tools you already use
Clio
HubSpot
SalesforceCalendlyDocuSign
Google Ads
HubSpotSalesforceCalendlyDocuSignGoogle AdsReal use cases
What teams ship with Brixi on day one
1
Capture a 10 PM car accident inquiry
Aria handles the intake, gathers details, schedules a morning consultation, and sends the attorney a full brief before they walk in.
2
Rescue a stalled retainer
When a prospect leaves a consultation without signing, Workflows auto-launch a follow-up sequence that secures the retainer within days.
3
Prove legal PPC ROI
CRM data shows exactly which Google Ads keywords produce retained cases — so spend flows to what wins.
Frequently asked
Answers before you ask
How fast can we launch Brixi for legal services?+
Most teams go live in 2–3 weeks. Complex integrations add another 1–2 weeks.
Does Brixi replace our existing CRM?+
Brixi can replace or complement your CRM. We integrate with Clio, HubSpot, Salesforce and more.
Can Aria handle conversations in our customers’ languages?+
Yes. Aria supports 20+ languages with mid-conversation language switching.
What does pricing look like?+
Brixi is priced per team seat and conversation volume. Book a demo for a tailored quote.
Ready to grow revenue?
See Brixi working for your legal services team.
Book a 30-minute demo. We’ll map Brixi’s AI agents, CRM and workflows to your exact channels, team structure and revenue goals.
Trusted by revenue teams across 4+ channels.