Use Case: Client Onboarding

Transform inquiries into actionable matters.

From first contact to a structured, review-ready record.

LitiSync guides every inquiry through a tailored intake, tracks down facts and documents, and gives your team an actionable matter workspace.

A Better Foundation

Move from first inquiry to matter review. Fast.

Replace scattered messages and repeated questions with a consistent intake process that builds a useful matter record from the start.

Pain Points

Intake starts fragmented

New matter intake is often rushed, fragmented, and dependent on who happens to take the call. 

 

  • Attorneys must reconstruct the matter before they can evaluate it.
  • Prospective clients wait longer for a clear response. Inconsistent
  • intake creates more administrative work and missed details.

Solutions

Guided, firm-defined workflows

LitiSync turns each new inquiry into a complete, organized matter record using your firm’s own intake process.

 

  • Guides clients through questions tailored to the matter type.
  • Captures key people, events, documents, evidence, and follow-ups in one workspace.
  • Confirms information and follows your firm’s established workflow.
Outcomes

A matter ready for review

LitiSync turns a new inquiry into a clear, actionable starting point for the firm.

 

  • Attorneys can quickly assess fit and urgency with the essential facts in one place.
  • Staff have a complete record for confident follow-up.
  • Prospective clients move forward without repeating their story.
Trust Meets Automation

People Love Our Agents

Both clients and attorneys agree that, in many situations, it’s simply easier to engage with LitiSync and it saves a significant amount of time for everyone involved.

Simple Licensing

No-nonsense licensing to get started fast.

From solo and small practices to global firms - LitiSync is your legal AI solution.

Low Monthly Membership

AI-Powered Engagement Layer for Your Firm

Give your firm branded, AI-powered client engagement with secure storage, unlimited web leads, and built-in referral exchange access.

Includes

  • 5GB secure file storage
  • Unlimited web lead capture
  • LitiSync Exchange access
  • Firm-branded client experience

Usage-Based Pricing with Volume Discounts

  • AI Intakes for automated client fact collection
  • AI Case Investigations for deeper case development
  • Liti minutes for on-demand AI concierge engagement
  • Lower per-unit pricing as your volume grows
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