est. qualified-lead value
AI + trained human intake for law firms
Your hybrid legal intake solution that never sleeps.
Tradesly handles routine calls with AI and routes sensitive, complex, or high-value inquiries to trained humans following your firm’s intake process, so motivated prospects reach the right next step, 24/7.
Your information is secure and never shared.
Tradesly delivers up to 50% better performance at lower cost
IncomingNew client inquiry
Tradesly understandsCaller was injured in a collision, received medical treatment, and is looking for help understanding whether the firm can speak with them.
New matterInjury reportedSensitive conversation
Right next stepIntake specialist
ReadyTrained human
OutcomeConsultation booked
Notes and next step captured
Proof at a glance
Annualized results from a Tradesly legal customer.
qualified leads delivered
est. recovered-lead value
Coverage and flexibility
More coverage when you need it, with less risk and no long-term lock-in.
24/7 extension of your teamCoverage designed around your call-handling plan
45-day money-back guaranteeStart with less risk
No contractsCancel anytime, monthly
Tradesly customer results
A growing law firm doubled its close rate while scaling without adding staff.
The firm handles about 4,000 leads per month and spends about $100,000 monthly in advertising. Before Tradesly, paid leads were slipping through the cracks when follow-up took too long. With Tradesly, its reported close rate rose from 24% to 48%, with a 90% consultation-to-client rate and about 160 new retainers per month.
Build your outcome plan →2× close rate improvement
24%
Before
48%
With Tradesly
Testimonials
What a growing law firm says about working with Tradesly.
The customer describes a stronger intake operation that supports growth without added staffing.
“Tradesly qualifies leads and sets our specialists up for stronger conversations. Their goal is a 30% close rate, and they've consistently surpassed it since Tradesly began delivering better-qualified opportunities.”
COO on how stronger qualification helps the intake team convert more opportunities.
C
COOFull Service Law Firm
New intake specialists ramped in days instead of three months.
Hybrid intake helped a growing firm improve close rates, shorten onboarding, and scale without adding staff.
4,000 leads handled / month3 months to days for onboarding0 intake specialist attritionScaled without added hires
See what your intake could recover →“We were spending $100,000 a month on Google Ads, but leads were slipping through the cracks before we could follow up. That was when we knew intake had to change.”
“Before Tradesly, intake specialist attrition was 30%. Now it is zero.”
“The immediate callback from a real human was the biggest selling point. Once callback success reached about 90%, the value was clear. Our CEO was convinced after that.”
The after-hours opportunity
24/7 intake can unlock the 50% of inquiries arriving after hours.
Give every time-sensitive inquiry an immediate path to intake before a next-day callback.
2xmore addressable leads
~35%potential CAC reduction
67%choose the first to respond
Where the hourly intake opportunities live
Hourly inquiry demand that live response can keep from ending in voicemail.
Standard business hoursAfter-hours opportunity
5:00 PM8.2% of daily inquiry demand
12a
6a
12p
6p
11p
Run your intake economics
What could faster, more consistent intake be worth?
Use your own inquiry volume, consultation rates, retention rate, and average retained-client value. The model is illustrative and does not predict case outcomes.
Illustrative opportunity$105,000/mo
$1,260,000 in potential annual value
21 more consultations8.4 estimated retained clients
Illustration based only on the values entered. It is not a guarantee of results.Built around the legal intake reality
A delayed response can become another firm’s client.
Every call presents a different operational risk. Select a challenge to see how Tradesly turns it into a clear next step.
From first call to first meeting
Better intake helps people feel heard and firms move faster.
Tradesly captures the details that matter, brings in a trained person when the conversation needs one, and gives the firm a clear next step.
Sensitive inquiries reach a trained person when empathy and judgment matter.
The firm receives a clear summary, captured details, and an owned next step.
One call. The right level of care.
Tradesly routes legal calls by intent, sensitivity, and value.
Your firm defines the questions, boundaries, escalation rules, and matters that require immediate human attention.
AI handles
Existing client needs a status update
A routine request is captured without interrupting an attorney.
Routed toExisting-client message flow
Complete message routed according to firm rules
Sample call storyboard
Recording placeholderNew-matter legal intake
0:00Awaiting audio
Signals captured
Existing clientStatus requestNo legal advice requested
AI qualifies
Quitclaim deed drafting and filing
A prospective client needs a new quitclaim deed drafted and filed as soon as possible.
Routed toPriority senior-intake follow-up
Qualified paid-service inquiry routed with complete intake context
Sample call recording
New-matter legal intake
Signals captured
New deed neededPriority timelineOpen to paid service
Tradesly + your firm
Time-sensitive criminal or family matter
The firm’s escalation rules determine when its team must step in.
Routed toFirm-controlled escalation
Warm handoff without providing legal advice
Sample call storyboard
New-matter legal intake
Signals captured
Time sensitiveSafety concernAttorney decision required
Filtered automatically
Spam never reaches your intake team
Known spam patterns and robocalls are filtered before they distract staff or interrupt a live intake.
Routed toSpam and robocall filter
Blocked automatically and not counted toward your call volume.
Sample call storyboard
Spam and robocall screening
Signals captured
Automated dial patternNo client intentKnown spam behavior
Why the hybrid model wins
Fast answers when it’s simple. Real people when it matters.
Tradesly uses AI where speed and consistency win, and trained humans where empathy, judgment, and conversion matter, so every caller gets the right kind of help.
A motivated prospect contacts the firm after hours.
The prospect may contact several firms, so the right first response matters.
Human-only
Empathetic when staffed
A trained intake professional can build trust and explain the next step.
Where it breaksReliable nights and weekends require substantial staffing coverage.
AI-only
Immediate, but limited
AI responds instantly and gathers consistent preliminary information.
Where it breaksSensitive or emotional matters can require human empathy and judgment.
Tradesly HybridBest of both
Speed + empathy
AI captures intent immediately and a trained human handles sensitive or potentially valuable new matters.
Why it worksProspects get a fast response without being trapped in automation.
Several new inquiries arrive while the intake team is occupied.
Every caller still needs a timely response and a clear next step.
Human-only
Effective, but fixed
The intake team performs well when capacity is available.
Where it breaksCoverage is constrained by headcount, schedules, and competing priorities.
AI-only
Elastic intake
AI can collect routine information and route common requests without a queue.
Where it breaksNuanced matters may need a person to qualify and reassure the caller.
Tradesly HybridBest of both
Scale with care
AI handles routine volume while trained humans focus on high-value, sensitive, or complex conversations.
Why it worksThe firm extends capacity without flattening every caller into one script.
A distressed prospect needs empathy and a careful intake process.
The caller needs to feel heard while the firm’s rules and boundaries remain intact.
Human-only
Human connection
A strong intake professional can listen, adapt, and gather details with care.
Where it breaksQuality can vary by training, workload, and turnover.
AI-only
Consistent process
AI asks approved questions in a predictable sequence.
Where it breaksA rigid experience can feel wrong when the caller is emotional or uncertain.
Tradesly HybridBest of both
Empathy within the playbook
A trained human receives the captured context and follows the firm’s intake and escalation rules.
Why it worksConsistency guides the conversation without replacing human care.
Status requests and routine messages interrupt the people handling new matters.
Routine service should stay responsive without consuming the firm’s highest-value time.
Human-only
Capable, but distracting
Staff can capture every status request, message, and scheduling question.
Where it breaksRoutine volume pulls the team away from new matters and substantive work.
AI-only
Excellent for routine work
AI captures messages, routes caller types, and handles standard scheduling consistently.
Where it breaksSome clients will still need a person or a firm-controlled exception.
Tradesly HybridBest of both
Efficient with a human path
AI resolves routine requests while trained humans or firm staff step in when the conversation requires it.
Why it worksEfficiency never becomes a dead end for the caller.
Same call. Two paths.
See how the right response keeps the same prospect moving forward.
The prospect and the situation are identical. What changes is whether the call recognizes urgency, collects useful context, and connects the person to real help.
Call comparison playing
Step 1 of 4
AI-only or voicemail
Caller
I was injured today, there are deadlines involved, and I need to speak with someone tonight.
AI
I can take a message and have the office call you back.
System
The office will respond during business hours.
Result
The prospect hangs up and contacts another firm that responds tonight.
Tradesly hybrid
AI + trained humanCaller
I was injured today, there are deadlines involved, and I need to speak with someone tonight.
AI
I can help gather the essentials and connect you with a trained intake specialist now.
Expert human
I have the incident details and your contact information. Let’s complete the approved intake and set the next step.
Result
Consultation booked. The high-value customer stays with your firm.
A partner, not another tool
Your call playbook gets built, tested, and improved with you.
Tradesly combines technology with an operating process. The system is configured around the calls you receive, the outcomes you want, and the boundaries your team sets.
Map the real call mix
Caller types, high-value signals, routine requests, exceptions, and escalation points.
Build and test the routing model
Run representative scenarios before live traffic depends on the new process.
Review outcomes and tune
Use call data, booking outcomes, and team feedback to improve performance over time.
Built to work beside your people
An extension of your team, not another dashboard.
You get a call-handling team that learns your operation, supervises the technology, and is ready to help without another hiring cycle.
Trained people bring empathy and judgment to sensitive new-matter calls.
Trained on your operation
Your scripts, services, rules, pricing boundaries, intake criteria, and escalation plan shape every response.
People supervise the AI
Trained humans oversee the experience and step in when the conversation needs empathy, judgment, or conversion skill.
Ready without a hiring cycle
Extend coverage without recruiting, onboarding, and coaching an entirely new shift before calls can be answered.
Who Tradesly helps
One call operation. More upside for every team responsible for growth.
Coverage, coaching, and call outcomes stay connected, so each team gets the result it cares about without adding another disconnected process.
Firm owner
Grow intake capacity without adding another shift.
Answer more inquiries, keep routine requests moving, and bring staff into the conversations that need legal intake judgment.
Intake leader
Give every intake specialist a stronger playbook.
Live guidance, overflow coverage, and complete records help the team follow the same process without a manager joining every call.
Marketing leader
Get more value from the inquiries you already generate.
Connect marketing demand to faster responses, clear ownership, and booked consultations without increasing media spend.
Fits the existing operation
Connect the systems your team already uses.
Calls should create usable context and next steps, not another disconnected inbox.
Any CRM or Calendar
Direct, real-time bookings
Book consultations into live availability instead of taking a message or promising a callback.
Live call scoring
Score calls in real time so your team can see what happened and where opportunities are slipping.
Accurate call records
Capture caller context, notes, and outcomes automatically in the systems your team already uses.
Illustrative product workflow
Everything you need to turn more inquiries into consultations.
Explore the connected workflow behind consultation booking, smart routing, clean intake records, live coaching, and timely follow-up prompts.
TradeslyIntake workspace
Workflow activeJM
Consultation calendar
Wednesday, August 19
IIntake
AA. Chen
RR. Miles
8 AM
10 AM
12 PM
2 PM
4 PM
✓
Consultation confirmed
10:30 AMIntake summary attached and owner assigned
New-matter workflow
Intake queue
Live
Property question
Call notes complete
PJust now
Jordan R.
Follow-up owner set
JJust now
Injury inquiry
Call notes complete
I3 min ago
Employment matter
Follow-up owner set
E3 min ago
10:30 AM · A. Chen
Call notes complete
1Today
2:00 PM · R. Miles
Follow-up owner set
2Today
Conversation record
Call notes and transcript
1:04
I was injured in a collision and received treatment today.
I’m sorry you’re dealing with that. I’ll gather the information the firm needs.
I have the incident details and can help with the next step.
Live teleprompter
Talk tracks that move with the call
Coaching live
JRJordan R.Live call · 01:24
High valueContext passed before transfer
Collision, treatment received, no representation, seeking next steps.
Acknowledge the urgency, then complete structured intake.
- ✓Talk track: confirm treatment and incident timing
- ✓Guardrail: avoid legal advice or case acceptance
- →Next best action: book with the right intake owner
✓ AI answered✓ Intent recognized3 Human connected4 Outcome captured
Next best action
Timely consultation follow-up
Opportunity detected
JR
Jordan R.First-time caller
- Matter
- Potential injury claim
- Status
- Needs consultation
- Signal
- High follow-up intent
Suggested nowBased on the live conversation
Before we wrap up, I can reserve the earliest consultation time and send the details now. Would that be helpful?
Right momentClear next stepScript ready
✓
Follow-up stays attached to the inquiry
The owner, timing, and next step remain visible in the intake record.
See the real workspace behind the workflow.
Live office
Every live inquiry and AI conversation in one view.
Monitor intake activity, outcomes, and follow-up across the firm as the work happens.
See how Tradesly fits your operation →
Lead pipeline
See every inquiry and follow-up in one place.
Track new leads, follow-ups due, and won matters so the next action stays visible to the team.
See how Tradesly fits your operation →
Outcome dashboard
Know what was won and what still needs attention.
See handled inquiries, consultation opportunities, and the follow-ups that need a person at a glance.
See how Tradesly fits your operation →Frequently asked questions
What buyers need to know before changing call handling.
Does Tradesly provide legal advice?+
No. Tradesly follows the firm’s approved intake, scheduling, message, and routing processes. Legal advice, strategy, conflict decisions, and case acceptance remain with the firm.
Who handles sensitive or complex new-matter calls?+
Your routing rules can direct sensitive, nuanced, or high-value inquiries to a trained human. The firm can receive a warm handoff when attorney or staff involvement is required.
Can the intake flow be customized by practice area?+
Yes. Questions, caller types, qualification criteria, disqualifiers, escalation rules, and next steps can be configured around the firm’s approved process.
How are conflict checks handled?+
Tradesly can collect the information your firm specifies, but final conflict review and case acceptance should remain with the firm unless a separately approved workflow states otherwise.
Can Tradesly cover only after-hours or overflow calls?+
Yes. Coverage can be designed for nights and weekends, overflow, specific caller types, marketing campaigns, or broader 24/7 support.
What should the public page say about security and compliance?+
The final page should state the exact controls, data-handling practices, recording rules, retention policies, and limitations supported by Tradesly. Avoid broad compliance claims that have not been reviewed and approved.
Keep evaluating
Resources for a better legal call operation.
01
CalculatorLegal intake opportunity calculator
Model how consultation and retention rates affect potential client value.
Explore resource →02
ChecklistAfter-hours legal intake checklist
Define caller types, required questions, escalation rules, and follow-up ownership.
Explore resource →03
GuideAI vs. human legal intake
Understand where automation helps and where human empathy and firm judgment belong.
Explore resource →24/7 extension of your teamCoverage designed around your call-handling plan
45-day money-back guaranteeStart with less risk
No contractsCancel anytime, monthly
Your call-handling plan
Design the right intake path for every legal call.
Bring us your practice areas, caller types, current intake workflow, and escalation rules. We’ll map the right work to AI, trained humans, and your firm.
✓ Call-mix assessment✓ Routing recommendation✓ Integration review