Built for Legal

AI is changing how clients find — and hire —
lawyers.
Caidance gets your firm ready.

Because the firm AI recommends is the one that gets the consultation.

Take a free 5-minute check of how your firm holds up in today's AI-powered client journey. Get a clear fix-it plan tuned to how law firms actually lose business — slow intake callbacks, missed deadlines, bar-compliance landmines in marketing, consults that never convert. Then put the real AI stack to work — without the ethics risk.

Get my AI visibility score →

No credit card. No sales call. No spam.

10 industries covered 100 AI playbooks 154 stack-specific rules
What's changing

Your prospects aren't the only ones deciding if you're the right firm.

Prospects are asking ChatGPT, Claude, and Perplexity "do I have a case?" and "what should I ask a family-law attorney?" before they ever call a firm. AI assistants are starting to read firm websites, Google reviews, bar profiles, and attorney bios — then recommend the firm with the clearest practice areas, response time, and fit. By the time your intake line rings, the prospect has already decided you're a finalist. Meanwhile, the leads you do get are going cold because the intake assistant didn't call back until Thursday — and the other firm already had the consult booked.

AI is already screening your firm

ChatGPT, Claude, and Perplexity are reading firm websites, reviews, and bar profiles — then recommending a shortlist. The firm at the top isn't always the highest-rated. It's the one with the clearest practice areas, responsive intake, and current content.

Speed-to-consult is the new conversion

A callback 24 hours later loses most prospects — they're already on retainer somewhere else. The firm that answers with a live human (or a well-trained AI intake) within 15 minutes books the consult.

Deadlines are quietly everywhere

SOL clocks, discovery cutoffs, filing windows, insurance appeal timers. Most firms track these in a spreadsheet and pray. AI tracks every deadline across every matter automatically — and tells you what's at risk before the malpractice carrier does.

A clear path — at your pace.

The Caidance path is the same for every industry — Measure, Fix, Monitor — tuned to how legal businesses actually work.

Measure: 5-minute CDI Score (free). Fix + Monitor: the Caidance Pilot ($9.95/mo) bundles all 10 industry fixes with checklists, the AI playbooks, weekly checks, and a Performance Advisor.

See the full method →
AI agent recipes

AI playbooks built for legal.

Each playbook is a step-by-step recipe — which AI tools to use, how to wire them up, what to measure. Not theory. Not generic advice. The real stack real legal operators are deploying right now.

Fix 1 playbook

AI Legal Intake Chatbot + Consultation Booker

Stop losing the prospective client who landed on your site at 11pm with a real legal problem.

Tool stack
Lawmatics Clio Grow Captorra
8–12 hours for platform setup + script writing + disclaimers; 2–3 weeks of supervised tuning $49–$499/mo depending on tool + firm size
See how this fits →
Fix 5 playbook

AI Inbound Lead Response Agent (< 15 min first touch)

Be the first firm a prospective client hears back from — with a personalized response, not a canned auto-reply.

Tool stack
Lawmatics Campaigns Clio Grow Filevine Lead Docket
6–10 hours for setup + SLA workflow; 2–3 weeks of tuning $49–$499/mo depending on platform
See how this fits →
Fix 7 playbook

AI Calendar + Deadline + Statute-of-Limitations Tracker

Never miss a court date, filing deadline, or statute-of-limitations trigger again.

Tool stack
CalendarRules Clio Court Rules LawToolBox
4–8 hours for setup + integration; 2–4 weeks to populate existing matters with proper deadlines $39+/user/mo (LawToolBox); included with Clio; custom (CalendarRules)
See how this fits →

10 full playbooks per industry unlock with the Caidance toolkit. Start with the free check to see which matter most for your business.

AI-ERA PLAYBOOK DIGEST

Get the AI-era playbook for your industry.

One thoughtful email a month. Industry-specific recipes, compliance updates, and what's actually working right now. No spam, unsubscribe anytime.

The 10 fixes, tuned for legal.

Each fix closes a specific gap between your business and the people — and AI tools — trying to find you. Plain-English checklists, concrete examples, and an AI advisor to walk you through each one.

Fix 1 Free preview

Improve Consultation Conversion Path

Make it easier for qualified prospective clients to understand your practice focus, trust your credibility, and request a consultation.

Fix 2 Free preview

Strengthen Practice Area Positioning

Improve how your practice areas are framed so prospective clients can quickly understand what you handle, who you help, and when to contact you.

Fix 3 Free preview

Clarify Intake and Matter Fit

Help the right prospective clients understand whether their matter is a fit and what they should do next.

Fix 4 Full toolkit

Standardize Handoffs

Standardize how intake notes, consultation details, matter information, and client communications move between attorneys, assistants, and support staff.

Fix 5 Full toolkit

Tighten Response Workflows

Improve the consistency and speed of intake follow-up, consultation scheduling, client updates, and internal response handling.

Fix 6 Full toolkit

Improve Team Visibility

Make matter status, intake progress, deadlines, and open blockers easier to see without relying on scattered updates.

Fix 7 Full toolkit

Strengthen Scheduling Discipline

Reduce operational friction around consultations, filings, meetings, follow-ups, and internal deadlines.

Fix 8 Full toolkit

Clarify Ownership

Make it obvious who owns each part of intake, follow-up, client communication, matter progress, and deadline handling.

Fix 9 Full toolkit

Build Better Reporting Rhythm

Create a repeatable rhythm for reviewing intake flow, active matters, deadlines, follow-up, and operational risk.

Fix 10 Full toolkit

Reduce Process Drift

Reduce inconsistency in how intake, matter handling, follow-up, and internal coordination are executed across the firm.

Four bands. Four different starting points.

Your CDI Score places you in one of four readiness bands. Each one comes with a different set of priorities — so you're never guessing what to fix first.

Starter
0 - 15

Running on Heroics

Your business depends too much on individual effort and memory. Systems are the priority.

Builder
16 - 30

Pieces in Place

You have some structure, but gaps in handoffs and follow-through are costing you.

Operator
31 - 45

Solid Foundation

Your operations work most of the time. Targeted fixes will compound fast.

Leader
46 - 60

Ahead of the Pack

You're running better than most. Monitoring keeps you there and catches drift early.

Bar-Ethics-Aware Findings for Law Firms

Your CRM might be a Rule 1.7 risk waiting to happen.

CDI scores how AI agents see your firm. The Caidance Alignment Score scores what they do not see — how your practice management software, billing system, and marketing CRM treat the same client and matter data. When those systems disagree, conflict checks become unreliable, and missed conflicts are a Rule 1.7 violation regardless of intent.

Website Intelligence
CDI
0–60 readiness
+
Systems Intelligence
Alignment
0–60 alignment
Alignment Review compliance frames built in for legal
Bar Rule 1.7 conflicts IOLTA trust accounting Three-way reconciliation PMS as matter master Clio / MyCase / PracticePanther
Sample finding from the Alignment Review engine
Gap High Impact · Q5 · Legal

For a law firm, HubSpot is appropriate for marketing-stage lead capture but not for matter management or conflict checking. Matters, parties, opposing counsel, and conflict relationships belong in your practice management software (Clio, MyCase, PracticePanther, Smokeball), which is purpose-built for legal workflow and runs conflict searches across all your matter data. Trying to make HubSpot the matter master creates conflict-check gaps that are a Rule 1.7 risk.

How to fix: 1 week to establish boundaries, ongoing weekly review. Tools: your practice management software + HubSpot Free or Marketing Hub Starter. Steps: document the boundary (HubSpot owns marketing-stage leads, PMS owns intake forward), wire one-way handoff at conversion, run conflict searches only in PMS…
Take the Alignment Assessment → See sample findings

The Alignment Review is $149 one-time. 21 questions, 10 minutes. Findings calibrated to your declared industry, stack, revenue, and team size.

The advisor you get

An advisor who knows legal.

Not a generic chatbot. An advisor that knows how legal businesses actually work, remembers your past conversations, and gets smarter about your specific business over time.

Fix Advisor
On every fix page
How do I improve intake for my family law practice?
C
Family law clients are often in crisis — make your intake form short (name, phone, brief description) and promise a response time ("We'll call you within 2 hours"). Remove barriers like requiring case details upfront. The goal is to start a conversation, not qualify the case on the form.
✓ Knows your specific fix and industry
✓ Step-by-step implementation guidance
✓ Available on every fix page
Performance Advisor
Remembers your history
My form check failed — what does that mean?
C
Your contact form page returned an error this week. For a law firm, a broken intake form means lost consultations. Check if a recent WordPress update affected your form plugin, and test a submission yourself to verify it works end-to-end.
✓ Sees your actual score and health data
✓ Remembers past conversations
✓ Weekly AI-powered recommendations

Simple, Transparent Pricing

Start free. Pay only when you're ready to go deeper.

Free check
$0

See where you stand.

  • ✓ 5-minute industry assessment
  • ✓ Your CDI Score
  • ✓ Band placement
  • ✓ Top 3 fixes, free
  • ✓ No credit card required
Start Free
Full toolkit
$79 once

Prefer to own it one-time? Every fix, plus your advisor.

  • ✓ Everything in Free Check
  • ✓ All 10 prioritized fixes
  • ✓ Plain-English checklists
  • ✓ AI Fix Advisor
  • ✓ Progress tracking
Start with Free Check
Most popular
The Caidance Pilot
$9.95 /mo

Every fix, the playbooks, and an advisor that gets smarter every week.

  • ✓ Everything in Free Check
  • ✓ All 10 prioritized fixes + AI playbooks
  • ✓ Weekly site health checks
  • ✓ Proactive AI recommendations
  • ✓ Score tracking + weekly email summary
Start with Free Check

Questions legal operators ask

How is AI changing how customers find legal businesses?

Prospects are asking ChatGPT, Claude, and Perplexity "do I have a case?" and "what should I ask a family-law attorney?" before they ever call a firm. AI assistants are starting to read firm websites, Google reviews, bar profiles, and attorney bios — then recommend the firm with the clearest practice areas, response time, and fit. By the time your intake line rings, the prospect has already decided you're a finalist. Meanwhile, the leads you do get are going cold because the intake assistant didn't call back until Thursday — and the other firm already had the consult booked.

What's the first AI-era fix most legal businesses need?

AI is already screening your firm. ChatGPT, Claude, and Perplexity are reading firm websites, reviews, and bar profiles — then recommending a shortlist. The firm at the top isn't always the highest-rated. It's the one with the clearest practice areas, responsive intake, and current content.

How does Caidance measure AI-era readiness for legal businesses?

Take a free 5-minute check of how your firm holds up in today's AI-powered client journey. Get a clear fix-it plan tuned to how law firms actually lose business — slow intake callbacks, missed deadlines, bar-compliance landmines in marketing, consults that never convert. Then put the real AI stack to work — without the ethics risk.

Five minutes. One honest answer.

See where your legal business stands. Get your CDI Score and top 3 priority fixes immediately — no credit card, no sales call.

Start Your Free CDI Score →

No credit card. No sales call. No spam.