Legal Practice Essentials
Someone contacting a law firm is often dealing with a stressful, time-sensitive situation, and how quickly you respond shapes whether they hire you. Vendi Today helps a practice capture inquiries around the clock, get consultations booked, and stay in touch with clients and past clients without adding admin work.
Respond before the prospect calls the next firm
Add a Chat Widget to your website so a visitor researching their situation late at night can send a message right then instead of waiting for office hours. If a call comes in while your team is in court or with a client, Missed-Call Text-Back sends an automatic reply so the prospect isn't left wondering if anyone got their message.
Screen and schedule consultations efficiently
An AI assistant can handle common intake questions (practice areas, whether you handle a specific type of case, how consultations work) and route qualified prospects to your booking calendar. Save intake forms, fee explanations, and document checklists as Snippets so your team isn't retyping the same detailed answer for every new inquiry.
Keep every matter's intake stage visible
Track prospective clients through an opportunity pipeline — Inquiry → Consultation Scheduled → Retainer Signed — so nothing sits unanswered during a busy week and your team always knows who needs a follow-up call.
Handle retainers and invoices in one place
Connect Payments to collect retainers, send invoices for billed hours, or set up a payment plan for a flat-fee matter — all without sending clients to a separate billing system.
Build credibility with client reviews
Once a matter resolves well, send an automated review request. Reviews are one of the strongest trust signals a prospective client looks for when choosing between firms, and an automatic request after each closed matter keeps a steady stream coming in. Check your bar association's advertising and solicitation rules before enabling this for any past or current client.
Stay in touch after the matter closes
A recurring newsletter — legal updates relevant to your practice areas, reminders to review an estate plan, or a note about a new service — keeps your firm top-of-mind for referrals and repeat matters.
A simple setup order
- Add a chat widget and turn on missed-call text-back.
- Set up an AI assistant to screen intakes and route to your booking calendar.
- Build a pipeline to track prospects from inquiry to signed retainer.
- Connect payments for retainers, invoices, and payment plans.
- Automate review requests after a matter closes (subject to your bar's rules).
- Send a recurring newsletter to stay visible for referrals.
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