Client acquisition and intake for law firms
Build a clearer path from inquiry to retained matter.
We connect your ads, referrals, website, calls, and email to one intake system that responds, qualifies against your criteria, follows up automatically, books consultations, and prepares a source-linked Matter Packet for lawyer review.
Attract → respond → qualify → follow up → book → prepare → measure
Your firm sets the criteria. Lawyers make the legal and representation decisions.
Five times the leverage · built into your practice
Your 5× legal assistant. Case support that becomes a system.
Get a dedicated legal assistant who handles today's work and turns your firm's repeatable processes into connected systems that scale.
Law firm
Explore Immigration lawAgents → matter systemIntake Agent is qualifying a new immigration enquiry…
LiveClients & matters
Client / matterServiceStageNext actionStatus
Maya ChenChen immigrationWork permitIntakeReview documentsNew
Luis AlvarezAlvarez familySponsorshipQualifiedBook consultationReady
Amara OkaforOkafor applicationCitizenshipFollow-upAwait passportBlocked
Matter system → ask and act from any tool
The method
A legal professional who leaves working systems behind.
A conventional employee sells time. The task gets completed, but the method stays in one person's head, so the firm pays again for the same class of work. AI makes repetition cheap. Precision is the bottleneck.
A Coaray legal professional works with your team to understand how the work should be done, what needs a lawyer's judgment, and when someone should step in. We connect that process to the tools your firm already uses, test it, and package it as an agent release candidate for installation.
Once accepted and installed, your firm can run it again, adapt it to another service, and improve it instead of starting over.
The same agent is designed to work on the same surfaces your team already uses.
Device-run packages keep credentials and operational history on your device. Client files leave that path only when your firm authorizes a connected service or client workspace.
One operating standard. Across your firm.
- Intake
- Matters
- Evidence
- Service
Our process
From workflow to working agent
0104
01
Map the next workflow
A legal professional maps its source material, judgment points, permissions, review points, and the standard it needs to meet.
02
Build the release candidate
Coaray versions the method, tools, operating rules, and review points together as one signed package candidate for acceptance.
03
Prove it before release
The candidate runs through normal and exceptional cases. A legal professional reviews its output and handoffs before the firm accepts it for installation.
04
One agent. Wherever the work appears.
Coaray is designed so that, when a channel is enabled and approved, the same signed agent can appear there without losing its rules, review points, or source trail.
Control by design
Control is built into every release.
Every Coaray package defines what the agent can read, what it can change, where a lawyer must review, and when the work must stop.
Authorized sources
The agent works only from the systems and records your firm approves.
Explicit permissions
Every read, write, and handoff is scoped before installation.
Review checkpoints
Judgment stays with the lawyer wherever the workflow requires it.
Tested exceptions
Normal, edge, and stop conditions are tested before release.
Frequently asked questions
Before Coaray joins your team.
Practical questions about hiring a Coaray legal professional to build and maintain your firm's workflows. Ask about yours.
What is Coaray?
Coaray works with law firms to turn recurring legal workflows into tested AI legal assistants. A legal professional maps the work with your team, defines where judgment and review belong, and helps carry the workflow through acceptance and installation.
What does our firm actually receive?
Your firm receives a versioned agent package that defines its approved sources, operating steps, permissions, professional review points, stop conditions, and tool connections. The package is tested against agreed cases before your firm accepts it.
Does Coaray replace lawyers or legal staff?
No. Your firm decides where a lawyer, paralegal, or other qualified person must review, decide, or step in. The assistant handles repeatable work only within the boundaries your firm approves.
Which workflows can we start with?
Firms commonly begin with intake, qualification preparation, document collection, matter opening, follow-up, evidence organization, consultation preparation, or another recurring workflow with a clear outcome and review standard.
How does Coaray handle client data?
Each package declares the sources it may read, the actions it may take, and the connected services it may use. Credentials and operational history stay on the firm-controlled execution path, and client files leave that path only through services the firm authorizes.
Which tools can Coaray connect to?
A workflow can be designed around the email, document, practice-management, messaging, calendar, and AI services your firm approves. Every account, permission, and review boundary is agreed before a connection is enabled.
How does an engagement begin?
Bring one recurring workflow. Coaray maps its sources, judgment points, exceptions, permissions, and definition of done with your team, then proposes an acceptance plan for building and testing it.
How does pricing work?
Pricing is based on the work required to build and prove the agreed workflow. The engagement defines the outcome and acceptance standard before implementation, so your firm pays for a working result rather than open-ended access to AI.
What happens after installation?
Accepted workflows become reusable firm infrastructure. Coaray can help monitor exceptions, update the package as the work changes, and carry proven operating patterns into the next workflow without starting over.