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ClientReady is the AI intake system built for solo personal injury attorneys. Inquiry → signed engagement letter → paid retainer in under 10 minutes — automatically — while you’re still in court.
One car accident retainer signs for $20,000. One slip-and-fall closes at $40,000 contingency. Every voicemail is a settlement check the firm down the street is depositing.
78% of PI clients hire the first attorney that responds. The average solo PI takes 6 hours to call back. That’s not a callback — that’s a goodbye.
Your office voicemail is where retainers go to die. By Monday morning, three accident leads from the weekend have already signed with someone else.
PI files have 40+ documents. Police reports, medical records, insurance forms. You’re managing them in Gmail. One missing signature delays the case 30 days.
What a typical solo PI firm leaves on the table every year from slow intake — 2 missed leads per month × $20,000 average contingency fee × 12 months. ClientReady pays for itself the first time it signs one.
ClientReady runs the full PI intake the moment a lead lands — so the case is yours before the next firm even returns the call.
Lead hits your form, voicemail, or web ad — ClientReady fires off a branded SMS + email with a one-tap intake link. Accident type, injuries, insurance, police report number — captured before they call the firm down the street.
Claude reads the intake, identifies the accident type, and drafts a contingency fee agreement specific to that case — auto, MVA, premises, or wrongful death. Reviewed in one click. State-bar compliant out of the box.
Clients sign the contingency agreement from their phone — no DocuSign, no PDF download, no login. One tap and they’re your client. Even from a hospital bed.
For cases that take a costs deposit, the client signs and pays in the same flow. Stripe sends funds straight to your IOLTA-compliant account. For pure contingency, the engagement letter just signs — no payment friction.
Every intake comes with a structured brief: liability facts, injury severity, insurance coverage gaps, statute of limitations countdown, and likely case value range. Walk in knowing more than the client.
Before the engagement letter sends, ClientReady runs a conflict check against your matter list and flags the statute-of-limitations countdown. SMS and email reminders keep the client moving until they’re signed.
No migration. No IT department. Works alongside Clio, MyCase, Filevine — whatever you’re already running.
Tell us your firm name, state bar, contingency split, and practice subspecialty (auto, premises, MVA, wrongful death). ClientReady configures your branded intake flow with state-bar-compliant fee agreements ready to send.
⌛ First live intake link in ~45 minutesThe instant a lead form is submitted, called, or texted, ClientReady SMS’s them a one-tap intake link. Accident date, injuries, insurance, police report, photos — captured while the firm down the street is still on hold.
📱 SMS-first · works from a hospital bedWhile the client is still finishing the intake, Claude has already read the facts and drafted a state-bar-compliant fee agreement specific to that accident type, your contingency split, and your firm. One click to approve.
🤖 State-specific PI fee agreements built inOne tap on their phone and the contingency agreement is signed. You get an SMS with the case brief, SOL countdown, and likely value range. The firm down the street is still pulling up their intake form.
✅ Lead to signed retainer in under 10 minutesUnfiltered feedback from solo personal injury attorneys in our beta.
“A rear-end collision lead came in at 11:47pm on a Saturday. ClientReady SMS’d her the intake, drafted the contingency agreement, and she signed at 11:54pm — while I was asleep. That case settled at $42,000. I’d still be in voicemail jail without this.”
“I used to lose 1 case in 4 to faster firms. Now I sign the retainer before the client even calls another lawyer. Three months in, I’ve added six cases I would have missed. Setup took 38 minutes.”
“The AI case briefs are the unlock. I walk into the consultation already knowing the SOL, the insurance limits, and the likely value. Clients sign because I sound prepared. My retention rate jumped from 41% to 78%.”
One bill, one firm. Cancel anytime. The math works the first time you use it.
💳 7-day free trial · Cancel before day 7 and pay nothing
After signup, your client retainer payments go through Stripe at standard rates (2.9% + 30¢). We charge no extra transaction fees.
No. ClientReady sits in front of Filevine, CASEpeer, MyCase, Clio, or whatever PI case management you’re running — not in place of it. It handles the front-of-funnel (lead → intake → signed contingency agreement) then hands off the new matter to your existing system with all fields populated. Think of it as the auto-answering front desk you don’t have.
Most attorneys are fully set up and sending their first intake form within one hour. We provide pre-built templates for the most common practice areas so you’re not starting from scratch.
The AI generates a first draft — you always review and approve before anything is sent to a client. We provide attorney-reviewed templates as a starting point. You are always in full control; the AI eliminates the blank page, not your judgment.
ClientReady uses Stripe to process retainer payments from your clients, so funds land directly in your firm’s bank account. We charge no extra transaction fees on top of Stripe’s standard 2.9% + 30¢. Setup takes about 5 minutes.
Yes — this is built for legal data. All client information is encrypted in transit (TLS 1.3) and at rest (AES-256), stored on US-based SOC 2 Type II infrastructure. We are SOC 2 Type II in audit (Q3 2026) and BAA-available for HIPAA-touching matters. We do not train AI on your client data, ever. Full Security & Privacy Policy in the footer. ABA Model Rule 1.6 confidentiality obligations are honored end-to-end.
Cancel anytime from your account settings — no phone calls, no fees, no questions asked. If you cancel during your 7-day free trial, you are never charged.
Set up in under an hour. First case you sign pays for the year. Cancel anytime.
🛡 7-day free trial · Cancel anytime · US-based support · Setup in under 1 hour
We get it. Here’s a deal to make it easier:
Use this code at checkout and get 40% off your first 3 months. That’s $79/mo → $47/mo. Expires in 24 hours.