Never Miss Another Legal Inquiry.
Turn Every Call Into a New Client

SaveYa Tech builds your complete legal practice management system:

• Client Records - Complete case history, consultation notes, and communication logs
• Case Management - Matter tracking, deadlines, and status updates
• Lead Tracking - Inquiry sources, qualification status, and follow-up schedules
• Billing Management - Time entries, invoice generation, and payment tracking
• Document Organization - Contracts, filings, and correspondence management
• Communication History - Every call, email, and meeting automatically logged

What You Get: SaveYa Tech builds and maintains your complete legal practice system that tracks every interaction, automatically schedules follow-ups, and keeps your firm organized without any technical work on your end.

SaveYa Tech creates custom views that maximize your practice growth:

1. Hot Leads Overview - New inquiries requiring immediate response
2. Consultation Schedule - All upcoming meetings with client information
3. Active Cases Board - Matter progress tracking and deadline monitoring
4. Billing Pipeline - Outstanding invoices and collection opportunities
5. Revenue Analytics - Real-time practice performance and growth metrics
6. Referral Opportunities - Satisfied clients ready for outreach

Smart Strategy: We build a priority list of clients who accept urgent consultations, so every last-minute need gets filled immediately.

SaveYa Tech builds automations that work around the clock:

• New client calls automatically answered and consultations booked within minutes
• Case qualification and conflict checking handled before meetings
• Consultation reminders and preparation materials sent automatically
• Retainer agreement follow-ups with financing options and urgency
• Review requests sent automatically after successful case outcomes
• Referral campaigns triggered based on client satisfaction and timing

How SaveYa Tech captures every opportunity:

Our AI legal assistant answers every call instantly and converts inquiries into scheduled consultations using proven conversation flows.

The Client Journey:

1. AI answers immediately: "Thank you for calling [Firm]. I understand you need legal help, and we're here for you."
2. Gathers case details and urgency level naturally
3. Performs basic conflict checking and practice area matching
4. Books consultations with appropriate attorney specialization
5. Sends intake forms and preparation materials automatically
6. Delivers confirmation messages with attorney information and expectations
7. Begins case qualification process for consultation efficiency

SaveYa Tech handles everything:

We create natural conversation flows that make clients feel heard and supported from the moment they call. Our AI knows exactly what questions to ask, how to handle urgency, and when to book consultations for optimal results.

What it does:

Keeps clients informed and satisfied while reducing status update calls by 80%.

Communication Triggers:

• Case filed: Notification with next steps and timeline
• Document received: Confirmation with what happens next
• Court date scheduled: Calendar invite with preparation checklist
• Milestone reached: Progress update with timeline
• No update in 2 weeks: Proactive status check-in
• Case closed: Summary with review request

What it does:

Captures every billable minute and ensures consistent collection rates.

Revenue Optimization:

1. Call or email received automatically logged as time entry
2. Document work tracked and attributed to appropriate matter
3. Monthly invoice generation for all active clients
4. Payment due reminders sent automatically
5. Overdue accounts escalated with collection sequences
6. Payment received triggers thank you and referral request

What it does:

Never miss a filing deadline, statute of limitations, or court date again.

Compliance System:

• New case automatically calculates all relevant deadlines
• 30 days before deadline triggers first warning
• 14 days before deadline assigns tasks to team
• 7 days before deadline begins daily reminders
• 24 hours before deadline triggers emergency escalation
• Completion automatically updates case record

What it does:

Turns satisfied clients into referral sources, generating 40% more cases.

Referral System:

• Case successfully completed triggers celebration message and review request
• 5-star review received triggers referral request with incentive
• Referral received triggers thank you and reward fulfillment
• 6 months later triggers check-in and referral reminder
• Annual holiday card with success story and referral request
• Bar events trigger invitations to exclusive client appreciation events

Purpose:

Handles all inbound calls with the expertise and empathy of your best legal assistant.

Core Capabilities:

• Answers with firm-specific greeting and expertise
• Qualifies case type and urgency level
• Performs basic conflict checking
• Books consultations with appropriate attorneys
• Handles emergency situations with proper urgency
• Provides initial case guidance and next steps

Complete Setup and Training:

SaveYa Tech handles all the technical work. We configure everything to work perfectly with your existing systems, train the AI on your specific practice areas, and ensure compliance with state bar rules. You just answer calls knowing every client gets expert service.

Purpose:

Keeps clients informed and satisfied throughout their legal journey.

Service Excellence:

• Case status updates and explanations
• Document collection and organization
• Court date preparation and reminders
• Legal process education and support
• FAQ responses and guidance
• Emotional support during difficult cases

Purpose:

Maximizes cash flow with intelligent invoice management and payment coordination.

Revenue Optimization:

• Invoice delivery with detailed explanations
• Payment reminder sequences with multiple channels
• Payment plan negotiations and setup
• Retainer replenishment notifications
• Collection escalation with professional persistence
• Payment confirmations and thank you messages

Purpose:

Streamlines document creation and case management workflows.

Document Powers:

• Engagement letter generation and delivery
• Contract drafting with practice-specific templates
• Court filing preparation and tracking
• Client correspondence management
• Case summary generation and updates
• Discovery response coordination

Purpose:

Builds your reputation and generates consistent referral flow.

Growth Strategies:

• Review request timing and optimization
• Referral program management and tracking
• Client newsletter creation and distribution
• Success story collection and sharing
• Professional network cultivation
• Alumni relationship maintenance

SaveYa Tech builds your complete legal phone system:

1. Voice Design - Professional, empathetic tone that matches your firm's reputation
2. Legal Knowledge - Complete understanding of practice areas, procedures, and urgency levels
3. Advanced Call Management - Unlimited simultaneous calls, intelligent routing by urgency and practice area, multilingual support when needed
4. Compliance Training - State bar rules, advertising regulations, and ethical requirements
5. Urgency Assessment - Smart case prioritization and statute of limitations awareness
6. Live Scheduling - Real-time calendar integration by attorney and practice area

Professional Client Conversations:

SaveYa Tech creates conversation flows that feel natural and professional. Our AI knows how to handle legal inquiries with appropriate urgency, book consultations with relevant attorneys, explain procedures without giving legal advice, and manage sensitive situations with empathy. Every interaction reflects your firm's professionalism and expertise.

Practice-Growing Voice AI Uses:

• After-Hours Coverage - Capture urgent cases 24/7
• Client Check-ins - Proactive case status calls
• Consultation Reminders - Reduce no-shows with personal calls
• Payment Follow-up - Professional collection calls
• Referral Requests - Strategic timing for satisfied clients
• Case Completion Calls - Gather feedback and request reviews