Personal injury firms are saving 525+ hours annually by automating their intake process. See exactly how much time your firm could save with a free automation audit.
Many PI firms still rely on paper forms and manual re-entry into multiple systems. Each intake can take 20–30 minutes as staff copy details into your CRM, practice management, storage, and communications tools.
Average manual time per intake: ~28 minutes. At 100 intakes/month, that is ~47 hours of manual data entry and follow-up each month.
Estimates only. Adjust inputs to match your intake volume and staffing costs.
We unify intake sources and automate downstream actions across your stack, with reliability features built-in.
Paper-to-digital, web forms, SMS, phone, and email are unified at the source
Make.com routes data with conditional logic, deduplication, and error handling
Create/update contacts and matters in CRM/PM, attach task templates, map custom fields
Generate standardized folders in Dropbox/Drive with consistent naming and structure
Trigger SMS/email notifications, send e-sign bundles for retainer and authorizations
Make it effortless for new clients to sign and onboard. Built for intake/sales staff efficiency, organization for paralegals, and profitability for partners.
Send pre-bundled documents (retainer, HIPAA auths, disclosures) via SMS/email with automatic reminders.
Embed scheduler links and optional payment links to remove friction and speed conversion.
Adaptive questions capture only what matters; flag eligibility and route non-fits gracefully.
Deep links to resume signing on mobile; call notes and recordings sync back to your CRM/PM.
Real-time status (sent, opened, signed), time-to-retainer, and conversion analytics for partners.
Save paralegals time and keep every case organized from day one.
Automatically introduce the team, share next steps, and link to client portal resources.
Auto-generated bundle with FAQs, contacts, checklist, and calendar links tailored to case type.
Generate and send LoRs to insurers/providers with tracking and status updates.
Retainer, HIPAA authorizations, and disclosures with SMS/email reminders until completed.
Dashboards for paralegals; complete audit trails for compliance and reporting.
We\'ll map your current intake workflow and calculate exact time savings opportunities. You\'ll get a custom automation roadmap, ROI projection, and recommended Make.com integrations tailored to your tech stack.
Built and tested inside an active personal injury firm — then implemented nationwide.
Connected web forms → CRM/Clio → automated conflict checks and retainer generation
Automatic contact/matter creation, Airtable tracking, and Dropbox foldering
Automated emails and task assignments based on case type and priority
🎯 26+ minutes saved per intake • 525+ hours annually • 93.75% faster
We build custom Make.com scenarios tailored to your exact systems. Here are common platforms we integrate every day.
A proven, low-lift rollout designed for busy PI teams.
Document current intake, systems, fields, and handoffs
Make.com scenario: forms → CRM → storage with error handling
Notifications, signatures, reporting, and edge cases
Real data tests, validation, playbooks, and team training
Production launch, monitoring, ongoing optimization
Final pricing depends on your tech stack complexity and custom requirements. Most firms start with Professional.
2-3 systems integrated with pre-built templates
4-6 systems with custom logic and routing
Unlimited integrations and complex workflows
Pricing reflects recurring service including monitoring and optimization. Cancel anytime.
Transforming how personal injury and litigation firms operate
Real results from our automation implementations
"Conduit Legal transformed how we handle intake. What used to take hours now happens automatically."
Sarah Martinez
Managing Partner
Martinez & Associates PI Law
"The automation audit revealed opportunities we didn't know existed. ROI was immediate."
Michael Chen
Operations Director
Chen Litigation Group
"Finally, a team that understands both law and technology. Game-changing for our practice."
Jennifer Walsh
Senior Partner
Walsh & Partners
Join forward-thinking firms transforming their operations
Founded by a Colorado PI attorney who built and tested these intake automations in active firm environments. We understand the pain points: duplicate data entry across systems, lost intakes, unorganized files, and the time drain on paralegals.
Through Make.com orchestration and custom API integrations, we unify intake sources and automate client onboarding. The result: intake staff convert more, paralegals stay organized, and partners increase profitability through operational efficiency.
One-click retainer bundles, instant eligibility checks, and conversion tools make closing easier and faster
Automatically organized cases, no duplicate entry, fewer manual follow-ups, complete audit trails
More signed cases, lower cost per intake, higher margins, and scalability without hiring more staff