See every intake call. Not just the 5% the office manager catches.
QueSee scores 100% of calls against the firm's intake SOP, conflict list, and case-management fields. After hangup, the matter or contact record updates: matter potential value, retainer likelihood, conflict signal, intake quality, deadlines mentioned, promises made, opposing counsel named. Notes, tasks, and flags push to Clio, MyCase, PracticePanther, or Filevine. The front desk stops typing. The managing partner opens one screen at 7am instead of three.
Small firms run on partial visibility
The phone is the front door. Most firms grade a tiny fraction of calls against the intake script on the wall. The other 95% go to nobody.
Missed callbacks walk retainers out the door
Forty calls a day, four staff, one partner reviewing intake at 7am. The 18% intake-to-retainer rate gets treated like fate, not a number anyone can move. Two missed callbacks a month at $5,000 average retainer is $120,000 in case value gone.
Two missed callbacks per month
Conflicts get caught late
A name on a Tuesday intake call overlaps with an existing matter. The intake person misses it. Thursday the file gets opened and the firm has a problem. Statute dates live in someone's memory - a caller mentions an injury 18 months back, statute runs in 60 days, nobody flagged it.
Standard intake review pattern
Promises disappear
"I'll have your demand letter by Friday" gets said on the call, never logged, never delivered. Friday comes and goes. Client trust erodes. Bar complaints start with calls like this.
Promise log absent
Paralegals retype call notes
Every call ends with someone keying a summary into Clio, MyCase, or a Word doc. Hours of billable time spent transcribing instead of drafting. The intake script on the wall scores a handful of calls a month - the rest go unreviewed.
Per-call manual entry
Score the call. Update the matter.
One view scores every call against the firm's intake SOP. The other re-scores every prospect and matter after every call. The managing partner opens the second view at 7am.
Every call gets read
Audio in, structured legal-aware extraction out. Within minutes of hangup the call is scored against the firm's intake SOP, conflict list, fee structure, and practice-area mix. Pushed into the case management system the same morning, not the next quarterly QA report.
- Conflict signals captured against the firm's adverse-party list
- Statute mentions and deadline-bearing dates flagged
- Opposing counsel names validated against matter party lists
- Promises with deadlines logged from the call
- Case-value cues extracted with audio reasoning attached
- Recording-consent compliance checked per state
Every prospect and matter re-scored after every call
After every call, the contact or matter record updates with the firm's chosen fields. Not a static QA score - a living record the partner reads. The firm picks which fields matter. Most start with eight to twelve.
Matter potential value
Low / medium / high, with the audio reasoning attached.
Retainer likelihood
Warming, cooling, signed, or lost.
Conflict signal
Cleared, flag, or hard stop against existing matters.
Intake quality
Scored against the firm's checklist on every call.
Response urgency
Auto-escalates voicemails over 4 hours old.
Promise log
What staff committed to, with the deadline.
Deadline tracking
Statute, MMI, demand response, court dates.
Payment risk
Existing client behind on contingency advance, fee dispute language detected.
The matter and prospect view a partner opens at 7am
Not a call log. A prospect-and-matter view rolled up by attorney, by practice area, by site. 40 minutes of dashboard hopping becomes one screen.
When the managing partner opens QueSee at 7am, the first thing on screen is not yesterday's call volume. It's the high-value intakes triaged by case value, the conflicts caught before file open, the promises owed today, and the statute-bearing calls that need attention this week.
- Yesterday's intakes triaged by case value, with the high-value matters surfaced first
- Conflicts caught before file open: hard stops at the top of the screen
- Promises owed today, with the staff member, the matter, and the original audio
- Statute and deadline watcher: calls in the last 90 days that mentioned a date with legal weight
- Retainer-conversion rate by staff member, with the specific calls behind the score
- Voicemails over four hours old auto-escalated to the assigned attorney via Teams or Slack
40 minutes of dashboard hopping becomes one screen.
Matter and Prospect Dashboard
Tuesday, 7:02 AM - rolled up by attorney, practice area, site
Yesterday's intakes triaged by case value
$400K motor-vehicle wrongful-death sits above the slip-and-fall in a private parking lot. The partner reads the high-value first.
Conflicts caught before file open
Names from yesterday's intakes checked against existing matters and adverse parties. Hard stops at the top.
Promises owed today
"We'll have your demand letter by Friday" said Tuesday, deadline today, paralegal not yet started. Surfaces before the call to the client.
Statute and deadline watcher
Three calls flagged this week with statute under 90 days, two not yet retained.
Retainer-conversion rate by staff member
The 22-year-old front-desk hire signing 28%, the 15-year paralegal signing 14%, with the specific calls behind the score.
What lands in Clio, MyCase, PracticePanther, or Filevine when the call ends
New intake call
- New contact created with intake fields and practice-area tag
- Conflict check run against existing matters and adverse parties
- Matter potential value scored with audio reasoning attached
- Follow-up task assigned to the right attorney with a deadline
Status update call
- Matter activity logged with summary
- Any new deadline written to the matter calendar
- Promises made by staff added to the task list
- Client sentiment update on the matter record
Billing question call
- Routes to the billing flag queue
- Summary delivered to the billing administrator
- Original audio attached for context
- Manager notified if language escalates
Opposing counsel call
- OC name validated against the matter party list
- Settlement number, demand, or position captured
- Next response deadline added to the calendar
- Conflict check on the OC firm
Deadline confirmation call
- Deadline written to the matter calendar with reminder set
- Confirmation language captured in the matter note
- Audio link attached to the matter record
- Task closed automatically when confirmed
The clearest production case is from an ISP. The pattern transfers to legal. A legal pilot is in flight with a small firm.
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“You created a system who can do my job in five seconds.”
Every phone system. Every case management platform. 140+ pre-built connectors.
Clio
Same day setupDirect write-back today. New contacts, conflict-check results, follow-up tasks, calendar deadlines, and audio links land in Clio when the call ends. Paralegals stop retyping intake notes.
View Clio IntegrationMyCase, PracticePanther, Filevine
5-10 working daysConnect through API and webhook on the same 11-day setup. Notes, tasks, and flags land in the matter record. The firm gives us access. We do the heavy lifting. Smokeball, Lawmatics, and Rocket Matter on the same playbook.
View MyCase, PracticePanther, Filevine IntegrationRingCentral, Vonage, 8x8, Nextiva
Same day setupPre-built connectors for the phone systems most small firms already run. Audio in, structured matter-aware fields out. Zoom Phone, Twilio, and 3CX direct on the same path.
View RingCentral, Vonage, 8x8, Nextiva IntegrationHubSpot, Slack, Microsoft Teams
Same day setupHubSpot direct write-back for firms running the CRM alongside case management. Slack and Teams handle voicemail-over-4-hours escalations to the assigned attorney's phone the same morning.
View HubSpot, Slack, Microsoft Teams IntegrationHow it works in 11 days
We read the firm's intake SOP and case-management fields
The firm sends the intake script, the adverse-party list, the fee structure, and the practice-area mix. The platform learns the firm's standard before the first call is scored. If the firm has no written SOP, we reverse-engineer one from a month of calls and the firm signs off on it.
The firm picks the fields that matter on the matter record
Pick from the legal-aware library or add custom fields. Most firms ship with eight to twelve fields turned on. Add seasonal criteria - new fee structure, mass-tort intake script, current settlement floor - in minutes.
The firm gives us access. We do the integration
RingCentral, Vonage, 8x8, Nextiva, Zoom Phone, Twilio, 3CX direct. Every other phone system through SFTP. Clio and HubSpot direct write-back today. MyCase, PracticePanther, Filevine, Smokeball, Lawmatics on the same 11-day setup. 11 days from signed paperwork to first scored call.
Common questions from small firms
See it on the firm's calls
The fastest way to evaluate the platform is to run it on a recent week of the firm's calls. Free. No credit card. No sales pressure. $70 per agent per month. 11 days from signed paperwork to first scored call.