AI Automation
for Law Firms.
SaveYa builds the full operation: intake systems, CRM automation, billing workflows, AI employees, and custom agents. It goes well beyond a phone-answering service and covers everything your firm needs to stop running manually.
The consult: one hour with the team. You leave with a clear plan. Credited toward your build if you move forward.
What We Build
Six systems that run more of your practice.
Most firms only fix one thing. Here is everything we build for law firms.
From First Call to Open Clio Matter
The end-to-end flow that runs in law firms today: AI answers and runs intake, the engagement agreement goes out for e-signature, and the signed agreement opens the matter in Clio the moment it comes back. No re-keying, no dropped hand-offs.
Deep Clio Automation
A 139-tool integration: matters, time entries, activities, and documents, built inside the system your firm already runs on. Your team keeps working in Clio while the automation does the busywork underneath.
AI Phone & Receptionist
Answers every call, captures the ones your front desk misses, transfers live callers to the right person, and runs after-hours intake so a 2am call still becomes a booked consultation. A common first step.
Live Firm Dashboards + Demand & Referral Letters
Per-attorney KPIs pulled straight from Clio, plus demand and referral letters generated from the facts in your case files. A live picture of the practice, and the work product to move cases forward.
Don't see what you need? We probably build it.
The systems above are the flagships, not the whole list. SaveYa also builds custom AI agents, workflow automations, and system integrations for whatever your firm actually needs. Our Clio, Lawmatics, and CallRail integrations are running in production law firms today, all through our platform. If you can describe the problem, we can build the solution.
The Problem
Law firms run on relationships. Not on missed calls.
Attorneys bill by the hour. Every minute spent on manual intake, chasing overdue invoices, or playing phone tag is a minute not spent on client work. Most firms are running 5 or 6 manual processes that AI could handle. Every one is bleeding revenue.
The front desk goes home. Voicemail fills up. Leads go cold. Invoices go unpaid. None of that has to keep happening. An AI receptionist for law firms answers every call, and if you're weighing it against a subscription service, we wrote an honest comparison.
Missed calls become missed cases
Many potential clients never get a response. They call the next firm on the list. That case is gone, and you will never know it existed.
Manual intake wastes attorney time
Front desks handle intake the same way they did 20 years ago. It is slow, inconsistent, and expensive. Every hour spent on intake screening is an hour not billed to a client.
No system for follow-up
Most leads that do not book on the first call are never contacted again. There is no sequence, no automation, no follow-through. The revenue just walks away.
How It Works
From first call to live system.
The Consult
We learn your firm: practice areas, current intake process, what is broken, what is working, and what you want to stop doing manually. No pitch, no pressure. Just a real conversation. The consult is $250, credited toward your build if you move forward.
We Build It
Everything is custom. Your workflows, your voice, your systems. We handle all the technical work and keep you informed throughout the build.
We Manage & Evolve
After launch we monitor, improve, and keep building as your firm grows. Your business changes. Your systems should change with it.
In production
Real systems. Running real firms.
These are production systems firms rely on every day, handling real calls, real clients, and real money right now.
+70% lead quality.
A New Jersey injury firm grew lead quality by 70%, and Spanish-language leads climbed from 5% to 30% of intake, after we rebuilt how leads are captured, answered, and followed up.
Law · Lead conversion
Your whole stack, in Claude.
Our platform wires a firm's real tools back into AI, so staff run their software by just asking. Clio, Wealthbox, RingCentral, Microsoft 365 and more, all built on production integrations, not demos.
Platform
FAQ
Real questions, straight answers.
What AI systems do law firms use most?
AI receptionists for intake, CRM automation for follow-up, billing automation to reduce overdue accounts, and KPI dashboards for practice management. Most firms start with one system and expand from there once they see what it actually does.
How is this different from a virtual receptionist service?
A virtual receptionist is a person. An AI system built by SaveYa is software trained on your firm that works 24/7, handles unlimited simultaneous calls, costs significantly less, and connects to every other system in your practice. It does not call in sick, go on vacation, or get tired at 4:30pm.
Can SaveYa automate our CRM?
Yes. We run production integrations with Clio, Lawmatics, and CallRail today, and we connect to whatever case management or CRM system your firm uses and build automation on top of it: follow-up sequences, stage-based triggers, automatic data entry, and reporting. You describe how you want it to work. We build it. Read the case studies of these systems running in law firms.
What happens if the AI makes something up?
We design for containment rather than blind trust. Our systems read and write structured data through governed API integrations like Clio and Lawmatics instead of free-form generating text into client files, outbound documents and messages are staged for someone at your firm to approve before they go anywhere, and every automated action is written to an audit log. AI can make mistakes, which is exactly why the consequential steps keep a human in the loop. See how we handle your data on our security page.
Does this work for solo practitioners and small firms?
Yes. Most of our law firm clients are small to mid-size practices. The automation is proportional to your volume and needs. A solo PI attorney has different requirements than a 20-person family law firm, and we build accordingly.
How long does it take to go live?
Most builds take 2 to 4 weeks from kickoff. Complex multi-system builds take 4 to 8 weeks. You get a clear timeline before anything starts and a real scope of work before any money changes hands.
What does it cost?
Every build is custom, so pricing depends on scope. A single AI receptionist is priced differently from a full AI employee build. The consult is $250, credited toward your build if you move forward. You leave with a real number. There are no surprise costs.
Start here.
Tell us about your firm.
Hank will text you back within 30 minutes. We will ask about your practice areas, your current systems, and what you want to stop doing manually. Then we will tell you exactly what we would build.
Built by the team behind live AI intake and phone systems running in law firms today, led by an engineer with 30 years of enterprise automation.