Conflict & Case Screening
Use intelligent logic to screen for conflicts of interest before you ever speak to the lead.
Legal Services
Qualify Clients Before The Clock Starts Ticking.
Screen inquiries, collect case context, book consultations, request documents, and prepare your team before the first call.
Move new matters from inquiry to informed review.
One connected workflow can collect context, guide the decision, complete the next step, and keep your team informed.
Paid Legal Consultations
Charge for your time upfront by requiring a consultation fee via Stripe to book your calendar.
Secure Case Onboarding
Gather sensitive case history through password-protected, encrypted voice conversations.
Follow up automatically
Send the right confirmation, reminder, or team alert while the request is still active.
A structured first conversation for every matter.
Collect the people involved, issue, timeline, documents, preferred next step, and consultation details in one guided flow.
Matter and conflict intake
Conditional case routing
Consultation requests
Document collection
Legal intake systems that protect billable time.
Start with the customer moment that matters most, then add the other systems as your process grows.
Legal
Paid Legal Consultation
Paid consultations
Booking + Payment
- Customer starts the conversation
- 8 guided questions
- Appointment booked
- Payment collected
- Workflow completed
Legal
Retainer Agreement + Pay
Client closing and onboarding
Agreement + Payment
- Customer starts the conversation
- 7 guided questions
- Appointment booked
- Payment collected
- Workflow completed
Legal
Mediation Session Booking
Mediation and dispute resolution
Booking + Payment
- Customer starts the conversation
- 8 guided questions
- Appointment booked
- Payment collected
- Workflow completed
Legal
Contract Review Order Form
Flat-fee legal services
Service Checkout
- Customer starts the conversation
- 7 guided questions
- Appointment booked
- Payment collected
- Workflow completed
The customer sees one clear journey. Your team gets the complete handoff.
Use conditional paths to keep each legal services request relevant, then organize the response for the people handling it.
Route with context
Show the right questions and next steps based on each answer.
Complete the transaction
Add booking, payment, files, or signatures where the workflow requires them.
Keep the team moving
Configure confirmations, reminders, and internal notifications from the same system.
Matter and conflict intake
Customize the questions, logic, brand, and handoff for the way your organization works.
Conditional case routing
Customize the questions, logic, brand, and handoff for the way your organization works.
Consultation requests
Customize the questions, logic, brand, and handoff for the way your organization works.
Document collection
Customize the questions, logic, brand, and handoff for the way your organization works.
Agreements and payment steps
Customize the questions, logic, brand, and handoff for the way your organization works.
Start small. Grow when it works.
Plans for growing legal services workflows.
Publish the first system free, then add more workflows, automation, and volume as your team grows.
Compare every plan and limitFree
Build and publish your first customer system.
$0/mo
Launch
Run the customer workflows your business uses every day.
$49/mo
Automate
Most capableAdd more systems, automation, usage, and insight as you grow.
$99/mo
Questions before you build?
See how Aura Forms fits the customer journey and operating process behind your legal services business.
What can Aura Forms handle for legal services?
Aura Forms can guide conflict & case screening, paid legal consultations, secure case onboarding, then trigger the appropriate confirmation or team handoff.
Can we customize the questions and customer experience?
Yes. Start from a blueprint or build your own workflow, then adapt the copy, questions, logic, brand, media, and next steps for your legal services business.
Can the workflow include booking or payment?
Yes. Add a configured scheduling step, Stripe payment, signature, file upload, or another completion step where it fits the customer journey.
How does our team receive the information?
Responses stay organized in Aura Forms. You can also configure email, SMS, internal notifications, and supported integrations for the handoff your team needs.
Give every new matter a consistent intake process.
Create a professional legal workflow that collects context before your team invests time in review.