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Legal intake that turns an inquiry into a booked consult — without touching your judgment

The layer between a new inquiry and a booked consultation. It answers in seconds, captures the matter for your conflict-check review, books the consult & writes the record into your case management system. It never accepts a matter — that decision is always the attorney's.

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01 — Answer & capture

How fast should a law firm respond to a new client inquiry?

In seconds, day or night. A family-law inquiry arrives at an urgent, emotional moment and calls the next firm on the list if it goes unanswered. A missed call gets a text back with an intake link, web forms get an immediate reply, and the matter is captured for your conflict-check review.

Every inquiry answered in seconds

A family law inquiry lands at an urgent, emotional moment — and it calls the next firm on the list if unanswered. Missed calls get a text back with an intake link; web forms get an immediate answer.

Matter details captured up front

Matter type, opposing party & jurisdiction — captured before the prospect moves on, prepared for your conflict-check review.

02 — Qualify & route

How does the system qualify a matter without practicing law?

Through structured conversation. It captures matter type, opposing party and jurisdiction — the facts your firm screens on — and prepares them for review, never running a check itself. Acceptance of representation and anything urgent always reach an attorney; routine scheduling and document collection run without one.

Your rules

Qualification by structured conversation

Matter type, opposing party, jurisdiction & the facts your firm screens on — prepared for review, never run automatically.

Reaches the attorney

Acceptance & anything urgent

Acceptance of representation always reaches the attorney. Matters flagged by your rules route immediately, with full context attached.

Handled without you

Routine intake & scheduling

Scheduling, document collection & status updates run without an attorney — so your team's time goes to the matters worth taking.

It never accepts a matter — that decision is always the attorney's.

03 — Your system of record

How does client intake reach our case management system?

Contact, matter, conflict inputs and engagement status are written straight into the case management system you already run — not held in a parallel tool. It's a system we feed, not one we replace, so your team opens a complete file rather than a half-filled intake form.

Writes into your case management

Contact, matter, conflict inputs & engagement status synced into the case management system you already run. A system we feed, not one we replace.

Priced to your matter volume

Scoped to your matter volume & firm size — tiers published on the pricing page, no lock-in, cancel any time.

Where the line is

What stays with you.

✓Legal drafting — petitions, motions, pleadings, settlement positions. Yours.
✓Conflict checks — we capture the inputs; you run the check.
✓Legal advice — every client conversation is procedural only; legal questions route to you.
✓Court filing — we prepare; you file.
✓Discovery review — we organize; you review.
✓Emotional counsel — we handle the admin; you handle clients.

Acceptance of representation is always the attorney's decision, never automated. This isn't a limitation — it's the reason the system is safe to deploy in a regulated practice.

FAQs

The questions we get on every demo call.

In seconds, day or night. Missed calls get a text back with an intake link; web forms and messages get an immediate, procedural reply. The firm that responds first usually wins the consult — this makes sure that's you.

No. It captures the inputs a conflict check needs — opposing party, matter type, jurisdiction — and prepares them for your review. Running the check, and clearing it, is always your firm's.

Acceptance of representation always reaches the attorney first. Once you accept, routine intake — scheduling, document collection, status updates — runs automatically, with everything written into your case management system.

It writes contact, matter, conflict inputs and engagement status directly into the case management system you already run. Your system stays the source of truth; Rosebud feeds it rather than replacing it.

Consultations are booked against your live calendar, and routine scheduling and reminders run without an attorney. Anything a rule flags as time-sensitive routes to your team immediately with full context.

Every client conversation is procedural only — intake, scheduling, documents, status. The moment a message turns into a legal question, it routes to you. The system never advises.

Yes. It's built so acceptance of representation, conflict clearance, legal advice and filing all stay with the attorney. The intake layer handles the admin around those decisions, never the decisions themselves.

Every build is scoped to your matters, courts and rules, tested against real inquiries, and goes live with your sign-off at each stage. Nothing runs on a client until you've approved how it behaves.

The capabilities behind it

Every plan runs all seven flows end to end.

Capture →Qualify →Book →Retain →Reactivate →Follow through →Closed-loop attribution →
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The offer

See how legal intake runs for your firm.

Built around your matters, your courts & the case management system you already run. Plans & pricing on the page.

See plans & pricing →