CHAARM Visibility
Get found in AI answers
People ask AI which lawyer to call. Make sure it's you.
- Audited across 5 AI assistants
- Competitor visibility tracked
- Monthly re-testing and optimization
Industries · Law offices
AI intake & follow-up for law firms
The case that calls at 11 PM. The signed-up client who never calls back. The aged consult list collecting dust. Woodpeker AI and Mockingjay AI handle intake, nurture, and follow-up the way a great paralegal would — with bar-compliant language, attorney-client privilege protections, and no UPL exposure.
The law firm reality
Cases come in. Most never become clients.
42%
Of intake calls go to voicemail
After-hours, lunch breaks, conflicts on the line — when a potential client calls and gets voicemail, they call the next firm on Google. The case is gone before you ever knew it existed.
$12K
Average value of a lost PI case
Every PI lead that doesn't get a real intake within the hour is a six-figure case settled at another firm. The cost of slow follow-up isn't intake — it's lifetime case value.
67%
Of signed clients never get a status update
Once the retainer is signed, clients hear nothing for weeks. Bar complaints, fee disputes, and 1-star reviews almost always start with 'I couldn't get anyone on the phone.'
One stack · three products
AI infrastructure built for law firms
Your intake team and your paralegals are the most expensive bottleneck in your firm. Woodpeker handles SMS intake, aged consult reactivation, and client status updates at scale. Mockingjay covers the phones when your team can't — with intake scripts written by attorneys and reviewed against your state bar rules.
Woodpeker AI
SMS intake & client communication
Every lead source — website form, paid ad, attorney referral, aged consult list — gets an immediate SMS response with intake-grade questioning. Signed clients get automated status updates so they stop calling your front desk asking what's happening with their case.
- Web form and paid lead instant SMS response
- Conflict check capture before substantive intake
- Aged consult and unsigned lead reactivation
- Client case status update sequences
- Document collection reminders
- Two-way SMS with AI conversation handling
- GoHighLevel, Clio Grow, Lawmatics, and Filevine integration
- A2P 10DLC compliance built in
From $2,000 buildout + $2,000/month
How Woodpeker worksMockingjay AI
AI voice intake & after-hours coverage
When a potential client calls outside business hours, Mockingjay answers like a trained intake specialist. Captures the facts, runs a preliminary conflict check, books the attorney consultation, and sends the file to your intake team — all without ever offering legal advice or crossing UPL lines.
- 24/7 inbound intake line coverage
- Bar-compliant intake scripts (no legal advice, no UPL exposure)
- Conflict screening capture
- Consultation booking with attorney availability sync
- Client callback and status update calls
- Custom voice persona matched to your firm
- Live transcripts, recordings, and CRM logging
From $1,200 buildout + $1,499/month
How Mockingjay worksWhat your customers are asking AI
The consultation starts with an AI recommendation.
Are you in the answer?
“Best personal injury lawyer in [city]?”
Are you in the answer?
“Which divorce attorneys near me offer free consultations?”
Are you in the answer?
“Who's a good workers' comp lawyer in [city]?”
Real law firm workflows
What this looks like in your firm
24/7 intake coverage
Saturday at 9 PM. Potential client just got into a serious car accident and is calling personal injury firms from the ER. Mockingjay answers, captures the basic facts, screens for conflicts, books a Monday morning consultation, and sends your intake team the case file before the ambulance pulls away. By the time the next firm's voicemail finishes playing, you've already signed the consult.
- Mockingjay: After-hours intake with bar-compliant scripts and conflict screening
- Woodpeker: Immediate SMS confirmation, intake documents, and consultation prep
Web lead instant response
Web form submissions are the worst-converting lead source in legal — most firms respond 4-6 hours later. Woodpeker engages every form fill in under two minutes with a real conversation that qualifies the matter, captures basic case facts, and books the consult. Mockingjay calls the high-value leads who reply but don't book.
- Woodpeker: Sub-2-minute SMS qualification on every web lead, 24/7
- Mockingjay: Outbound calls on engaged leads who don't self-book
Aged consult reactivation
Twelve months of free consultations that never signed. They didn't say no — they just got distracted. Woodpeker runs reactivation sequences that catch them when their situation has changed (statute of limitations approaching, new injury, new dispute) and re-engages without spamming.
- Woodpeker: Practice-area-specific SMS reactivation sequences with appropriate cadence
- Mockingjay: Outbound calls on engaged replies to set the consult
Client case status updates
Signed clients calling your front desk asking 'what's happening with my case' is the #1 source of bar complaints. Woodpeker sends automated milestone updates pulled from your case management system — demand sent, defendant served, deposition scheduled — so clients know they haven't been forgotten.
- Woodpeker: SMS milestone updates synced from Clio, Filevine, or your CMS
- Mockingjay: Monthly check-in calls for high-touch clients (PI, family, criminal)
Document collection & intake completion
The retainer is signed but the medical records, police reports, and tax returns never come in. Cases stall. Woodpeker runs document collection sequences with smart follow-up cadence. Mockingjay calls the clients who go silent on email and SMS.
- Woodpeker: Automated SMS document request sequences with reminders
- Mockingjay: Outbound calls on stalled document collection
Built for legal's ethical reality
Bar rules, UPL, and privilege protections built in
Legal sits in a tighter ethical frame than any other industry we work with. Model Rule 7.3 on solicitation. UPL exposure on intake conversations. Attorney-client privilege from the first contact. Both products are engineered with bar-compliant scripting, UPL-aware language, and privilege-preserving data handling reviewed by attorneys.
No legal advice, ever
- •AI is configured to never offer legal opinions, case evaluations, or strategy
- •Intake captures facts only — analysis stays with your attorneys
- •UPL guardrails reviewed against ABA Model Rule 5.5 and state equivalents
Bar advertising rule compliance
- •Outreach language reviewed against Model Rule 7.3 and state-specific solicitation rules
- •No improper inducements, guarantees, or comparative claims
- •Required disclaimers and identifying statements included where applicable
TCPA consent enforcement
- •No number gets contacted without verified opt-in from the prospect
- •Prior consent language reviewed at onboarding for each lead source
- •STOP and opt-out keywords honored automatically and instantly
Conflict screening at intake
- •Preliminary conflict check questions captured before substantive intake
- •Adverse party names flagged and routed to your conflicts team
- •No substantive intake until conflicts are cleared
Privilege-preserving data handling
- •Client communications encrypted at rest and in transit
- •Access controls limit data to authorized firm personnel
- •Data handling agreements meet bar ethics opinions on cloud vendors
AI disclosure on voice calls
- •Mockingjay identifies as an AI assistant on every call
- •Meets CA, CO, IL, and emerging state AI disclosure requirements
- •Recording disclosure delivered on every call
What firms see
The math that makes this work
100%
Of inbound calls answered, including after hours
2-3x
Web lead-to-consultation conversion lift
$0
Additional intake staff needed for 24/7 coverage
60%
Reduction in 'where's my case' inbound calls
Outcomes vary based on practice area, marketing volume, and existing intake process. Figures reflect typical ranges across active deployments.
Pricing
Pick the product — or build your stack
Woodpeker AI
Woodpeker AI
$2,000buildout
+ $2,000/month · 6-month minimum, then month-to-month
- Web lead instant SMS response
- Aged consult reactivation
- Client case status updates
- Document collection sequences
- Two-way SMS with AI handling
- Case management integration (Clio, Filevine, Lawmatics)
- A2P 10DLC registration included
Mockingjay AI
Mockingjay AI
$1,200buildout
+ $1,499/month · 6-month minimum, then month-to-month
- 24/7 intake line coverage
- Bar-compliant intake scripts
- Conflict screening capture
- Consultation booking
- Client status check-in calls
- Custom voice persona
- Live transcripts and CRM logging
Most popular
Growth System Premium
Growth System Premium
$3,997buildout
+ $4,497/month · 6-month minimum, then month-to-month. Includes enhanced compliance: bar rule review, UPL guardrails, conflict screening, privilege-preserving data handling.
- Everything in Woodpeker
- Everything in Mockingjay
- Unified compliance reporting
- Cross-product workflow automation
- Dedicated success manager
- Priority A2P throughput
- Multi-attorney and group pricing available
CHAARM Visibility
Audit from $1,997 · Pro from $1,799/month
Mass tort firms, multi-office practices, and high-volume PI shops receive custom pricing. Contact us for a tailored proposal.
Law firm questions
Not when configured correctly — and that's the entire point of how we set up legal deployments. The AI never offers legal advice, never evaluates the merits of a case, never gives strategy. It captures facts, screens for conflicts, books consultations, and sends the file to your attorneys. Same scope as a trained non-attorney intake specialist. We've reviewed our scripts against ABA Model Rule 5.5 and state UPL statutes.
Stop losing cases to voicemail
Book a 30-minute walkthrough. We'll review your current intake process, demo a live after-hours call, and map out a deployment plan reviewed against your state bar rules.