From first contact to active matter.
Every prospective client follows the same journey: lead, intake, conflict check, consultation, decision, client, matter. FernLex carries each step into the next with an assigned owner and a status.
From first contact to signed matter
8 stages, clearly labeled: automated, AI-assisted, or human-controlled. No guessing what the system does vs. what your team does.
Two ways to capture leads. Same intelligence.
Choose the intake method that fits your firm's workflow. Multi-step forms for structured data collection, or conversational AI for a more natural experience. Both feed the same pipeline with the same entity extraction and confidence scoring.
Multi-Step Intake Form
A structured, branded form wizard. Prospects complete steps at their own pace with progress tracking and save-and-resume.
Garcia & Partners LLP
Secure Client Intake
Personal Information
Tell us about yourself
Your information is encrypted and secure. No legal advice is provided.
AI Conversational Chat
Harper conducts a natural conversation, asking follow-up questions and extracting entities in real time. Higher engagement, better data.
Garcia & Partners LLP
Your information is encrypted and secure. No legal advice is provided.
Scheduling without the phone tag
After intake, prospects pick a time that works for them. No back-and-forth emails, no phone tag. The system shows available slots from your firm's calendar and confirms instantly.
- 2-week calendar view with real-time availability
- 30-minute slots auto-generated from your calendar
- Phone, Zoom, or Google Meet — prospect chooses
- Instant confirmation with meeting details
Schedule Your Consultation
Immigration Law
Select a Date & Time
Need a different time? Reply to the email we sent you.
Embed on your website. Share via email.
Drop the intake form or AI chat onto any page with a single embed code. Or share a direct link via email, social media, or QR code. No developer needed.
Add to Your Website
No coding needed
Send the link to your web person
Share your unique intake link with whoever manages your website
They add it to any page
One line, paste it in. Works on WordPress, Wix, Squarespace, custom sites — anything
Done. Leads start flowing in.
Your branded intake form is live on your site, capturing leads 24/7
- Works on any website platform
- Looks like part of your site
- Mobile-friendly automatically
- We handle the tech side
Direct Link
Share anywhere
- Share via email signature
- Post on social media
- Add to Google Business Profile
- Generate QR code for print
Email Integration
Automated follow-ups and intake links
Auto-Reply Emails
Prospect submits a form → instant branded email with intake link and next steps.
Follow-Up Sequences
Drip campaign for leads that didn't complete intake. 3-touch sequence over 7 days.
Email Signature Link
Add intake link to every team member's email signature. One click to start intake.
Every lead qualified, every entity extracted, every matter created with AI.
FernLex conducts bilingual intake, checks conflicts, and converts prospects into clients with all data transferred — no re-entry, no missed leads, no data gaps.