Essential
For focused firms proving a faster intake workflow.
$299/mo
- One practice-area intake flow
- Up to 250 new inquiries monthly
- Qualified lead summaries
- Consultation scheduling
AI intake for immigration law firms
Intake smarter. Convert more.
CasePilot qualifies prospective clients, follows up fast, and gets the right immigration matters to the right next step—without adding work to your team.
Firm-approved questions. Clear human handoffs. No credit card required.
CConversion overview
This monthNew leads
347
+18%Consultations
82
+24%Qualified
61
+17%Conversion
32.2%
+18%Conversion trendOn track
Intake status
Qualified matter ready for attorney review.
Built for serious intake
Your standards. Every conversation.
Firm-controlled
You approve questions, language, disclaimers, and routing.
Human when needed
Escalation paths keep sensitive inquiries with people.
No invented claims
Capture facts and next steps without promising outcomes.
How CasePilot works
A clearer path from inquiry to your team.
See the exact handoffs CasePilot creates—from an immigration-specific intake to a team-ready conversion view.
Built around your team
Your firm keeps control of questions, language, review points, and the people who receive each handoff.
- 01
Capture & qualify
Start with the facts your team needs.
Step 01 of 04
Guide each inquiry through firm-approved immigration questions, then hand your team a clear qualification summary.
CCasePilot/IntakeIn-app previewStep 3 of 6New immigration inquiry
Guided intake
What type of immigration matter are you seeking help with?
Family-based immigration
Employment-based immigration
Humanitarian or other matter
Preferred languageEnglish
Time sensitivityNeeds review
Qualification summary
- Matter
- Family-based immigration
- Language
- English
- Review cue
- Confirm time sensitivity
Ready for firm review before a consultation is offered.
- 02
Follow up automatically
Keep approved follow-up moving.
Step 02 of 04
Use your firm’s reviewed SMS and email language to prompt the next intake step without making legal promises.
CCasePilot/Follow-upsIn-app previewFirm-approvedFollow-up sequence
Family intake completion
NowSMSContinue your intake
A brief reminder to complete the firm-approved intake questions.
After 1 dayEmailYour next intake step
A reviewed follow-up with the secure intake link and no legal guidance.
After 3 daysTaskTeam review
Flag for an intake specialist if the conversation needs a human response.
Message guardrails
Approved language: asks for information or the next intake step.
Human handoff: pauses automation when a response needs review.
No legal advice: messages never interpret eligibility or predict outcomes.
- 03
Book & route
Send ready matters to the right team.
Step 03 of 04
Offer the correct consultation path, surface conflict-screening cues, and route the summary before the handoff.
CCasePilot/CalendarIn-app previewConsultation request
Select a next step
Tue 10
Wed 11
Thu 12
10:30 AM
2:00 PM
Consultation details sent after firm review.
Routing
Family-based immigration
Route to: Family Intake Team
Conflict screening
Prompt the team to complete the firm’s conflict-check process before confirming representation.
- 04
See conversion status
See every lead’s next step at a glance.
Step 04 of 04
Follow the path from inquiry through qualified, consultation booked, and retained in one operational view.
CCasePilot/PipelineIn-app previewConversion status
Lead pipeline
Operational view
Inquiry
New inquiry
Intake started
Qualified
Summary ready
Team review
Consultation booked
Calendar confirmed
Assigned team
Retained
Matter opened
Status updated
Selected lead
Family intake
Qualification summary and consultation activity stay attached to one record.
Team-only status clarity for each handoff.
Plans built to scale
Turn every inquiry into a clear next step.
Start with the intake flow that matters most. Expand when your team is ready.
Most popular
Growth
For teams managing more lead volume and routing logic.
$699/mo
- Up to five practice-area flows
- Up to 1,000 new inquiries monthly
- Custom routing and escalation rules
- Conversion reporting
- Priority onboarding support
Firm
For multi-office firms with tailored operational needs.
Custom
- Custom inquiry volume
- Unlimited practice-area flows
- Multi-office routing
- Custom integrations
- Dedicated success support
Questions, answered
Built to protect your firm and move leads forward.
CasePilot is an intake and conversion layer—not a substitute for legal judgment or your firm's review process.
Ready when your leads are