Nudgy · Law Firms
Your intake list is full of people who never got a callback.
Nudgy re-engages dormant consultation leads, runs the first intake screen, and puts an attorney-ready brief back in Clio — before your team burns another day chasing cold forms.
Nudgy wakes dormant law firm intake leads, runs pre-qualification and first-pass consultation screens, triages who deserves an attorney, and writes the summary back into Clio, PracticePanther, MyCase, HubSpot, and Salesforce.
Quiet leads don’t disappear. Your calendar forgets them.
Every unpaid consult form, missed callback, and abandoned chat leaves potential matters sitting silent — while marketing buys more clicks. Signed retainers slip. Attorneys start from cold outreach again.
Nudgy can.
Intake verbs only — wake the list, screen once, triage Warm, write back to the PMS your firm already opens every morning.
Pre-qualify
Ask case type, urgency, counsel status, and consult windows — before an attorney dials
First intake
Run a structured first-pass consultation screen on leads who went quiet weeks ago
Triage
Rank Warm / Maybe / Pass; book attorney time only for Warm
PMS writeback
Push summary, stage, tags, and next step into Clio / PracticePanther / MyCase / HubSpot / Salesforce
Multichannel wake-up
Email → SMS → call on the dormant intake list, 24/7
Attorney brief
One-pager: interest, incident basics, blockers, availability, recommended owner
Recovering PI-2207 without starting from zero
Elena Vasquez — rear-end MVA lead, silent 47 days. Jordan Hale in Intake. Rivera & Hale LLP · PI-2207.
Mock Clio panel
Elena Vasquez
PI web form · dormant 47 days
88% matter fit
Rear-end MVA · no counsel yet · open PI capacity
Elena rises on the PI intake board
Call / channel transcript
Ranking quiet intake against PI capacity…
Elena Vasquez · 88% fit · form PI-2207
Fill the consult calendar without starting from zero
Same loop as the live demo below — pick → reach → screen → write back.
Same loop as the live demo below — pick → reach → screen → write back
Run a legal intake screen. See the brief.
Start an in-browser voice intake — no phone number. Play the dormant PI lead; Nudgy runs the first pass and the brief updates when you hang up.
Try a live intake
In-browser voice — no phone number. Play the dormant PI lead; Nudgy runs the first-pass intake and the brief updates when you hang up.
00:00
Ready when you are
- Allow microphone when prompted.
- Answer as the lead: interest, incident basics, counsel status, consult windows.
- Hang up when done — the brief on the right lights up.
Live analysis
Sample · PI-2207- Matter fit
- 88%
- Interest
- High
- Counsel status
- None yet
- Medical care
- Started
- Consult window
- Tue / Thu
- Triage
- WARM → Consult
- Owner
- Jordan Hale
“Still need help…”
“Send consult times…”
Workflow
- 1. Lead ranked from dormant intake list
- 2. Email + SMS warm-up sent
- 3. Intake screen completed
- 4. Signals extracted (interest, counsel, timing)
- 5. Summary written to practice management
- 6. Attorney task created for Warm only
Writes back where your intake team already lives.
Stage, summary, counsel status, urgency, consult availability, triage tag, and owner — in the tools partners already open every morning.
- Matter / pipeline stage
- Intake summary (structured)
- Counsel / representation status
- Urgency + incident basics
- Availability for consult
- Triage tag: Warm / Maybe / Pass
- Owner + next activity
Native or API-connected writeback depending on your stack. Clio and PracticePanther are first-class for many practices; others via available public APIs / middleware. Nudgy does not give legal advice.
Firms using Nudgy for intake reactivation typically track
Not fabricated client numbers — intake-native KPIs partners already care about.
Time-to-first-intake
Hours → minutes on dormant leads
Intake stops drowning in callbacks
% quiet leads re-engaged
Meaningful lift vs. ignore
Fill from inventory you already paid for
Attorney hours saved / matter
High
Humans only talk to Warm
Consult show rate
Up
Better pre-qualified slate
Cost-per-signed-matter on reactivation
Down vs. net-new ads
Recover spend already in the CRM
One signed matter often pays for the entire reactivation motion.
Pick → Reach → Screen → Hand off
Four beats. Same loop as the video and the live analysis rail.
01
Pick
Rank dormant consultation leads against open practice capacity.
02
Reach
Email → SMS → call warm-up so the screen isn’t a cold interruption.
03
Screen
Structured first-pass: interest, incident basics, counsel, consult windows.
04
Hand off
Write Warm / Maybe / Pass back to Clio and hand Warm to an attorney.
Scope it on your PMS, your practice areas, your intake list
Built for managing partners and intake leaders who already live in Clio or PracticePanther. Start with one dormant list and one practice area — we map writeback, triage, and ownership with your team.
Straight answers for firm leaders
What Nudgy does for legal intake — without the SaaS fog.
What is Nudgy for law firms?+
Nudgy wakes dormant intake leads, runs a structured first-pass consultation screen, triages Warm vs Maybe vs Pass, and writes an attorney-ready brief back into practice management and CRM tools such as Clio, PracticePanther, MyCase, HubSpot, and Salesforce.
Who is this for?+
Managing partners, intake directors, marketing managers, and practice ops at personal injury, family, immigration, employment, and multi-practice firms who already have quiet leads sitting in Clio or their CRM.
Does Nudgy give legal advice?+
No. Nudgy runs intake screening and writeback only. Attorneys own advice, representation decisions, and conflicts. Warm leads are handed to humans.
Which systems does Nudgy write back to?+
Clio and PracticePanther are first-class for many practices. MyCase, HubSpot, Salesforce, and others connect via available public APIs or middleware. Writeback typically includes matter stage, intake summary, representation status, urgency, consult availability, triage tag, and owner.
Can I try it without a sales call?+
Yes. On nudgy.dev/law-firms you can watch the law story video and start an in-browser live intake screen. For a stack-specific walkthrough, book a firm session.
Wake the list. Screen once. Write Warm back.
Try a live intake, watch the law story, or book a firm walkthrough with your PMS stack in mind.