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Yantra Firms

For law firms and solo attorneys

Sign more of the right clients, with conflicts checked first

Prospects reach you at 9 pm, on a Saturday, from three different channels. Yantra Firms answers, takes the facts for their kind of matter, checks them against your conflict list and puts a structured lead in front of an attorney, ready for a consult and an engagement letter.

The rules that apply to law firms

What gets in the way

Where intake slows a firm down

Calls after hours go to voicemail

People with a new legal problem call the next firm on the list. The receptionist answers, takes the facts and offers a consult.

Conflicts are checked too late

Every lead is checked against your clients, adverse parties and earlier prospects before anyone calls back.

Intake lives in inboxes

Each request arrives structured by practice area, with urgent matters like a court date flagged at the top.

Engagement letters wait for a signature

Send the letter for e-signature the day of the consult, and a non-engagement letter when you decline.

Practice areas

Intake questions for your kind of work

Each practice area starts with the questions firms like yours ask on a first call. Edit them, add your own, or add a practice area.

  • Personal injury
  • Family law
  • Criminal defense
  • Estate planning
  • Immigration
  • Employment
  • Business and contracts
  • Real estate
  • Bankruptcy

What you'll switch on

  1. 1Online intakeIntake forms by practice area on your own link, with urgent matters flagged.
  2. 2Conflict checksEvery lead checked against your clients, adverse parties and earlier prospects.
  3. 3AI receptionistAn AI phone agent that takes the facts and offers a consult, scripted never to give advice.
  4. 4Consultation bookingProspects pick a consult time right after they submit, from your own booking link.
  5. 5Engagement lettersEngagement and non-engagement letters sent for e-signature.
  6. 6Billable timeBillable hours by client and matter, on a timer or a timesheet, with Clockbook.
  7. 7InvoicingInvoices built from your tracked time, created in Yantra chat.
  8. 8Firm websiteA website with a page per practice area and an intake button on every page.
  9. 9Email & text follow-upsFollow up with prospects who have not booked, with consent and opt-out handled.

Built around the rules you work under

General information, not legal advice. Your own state's rules decide.

  • An "Attorney Advertising" label you can switch on, for states that require it
  • The responsible attorney's name on your intake page
  • A disclaimer that the form creates no attorney-client relationship, kept with each request
  • An agent that only answers people who reached out, scripted never to give legal advice
Read the compliance guide

The next client is already looking for a firm

Create your firm, share your intake link, and take your first lead today.

Read the compliance guide first