Legal Fusion
AI
Real Conversations. Real Results.
See how our AI reception and sales agents handle real calls—politely, accurately, and without missed steps. Explore our client journey to understand how we transform your practice.
Sage · Reception
Returning Client
Returning Client Inquiry (Chapter 7)
Returning client wants to confirm whether a debt was listed and needs the correct case manager.
Objective
- Confirm case type to route correctly
- Minimize friction for returning client
Agent Actions
- Warm greeting, verify name spelling
- Ask "Chapter 7 or 13?"
- Route to Ogden → Lindsey (Ch. 7 CM)
Returning
Reception
Post-filing question
Sage · Reception
New Lead
Ready-to-File Bankruptcy Routing
Caller asks for a case manager; confirms bankruptcy and is ready to file.
Objective
- Identify bankruptcy readiness
- Direct connect to correct CM
Agent Actions
- Clarify legal area
- Ask readiness ("gathering docs or ready to sign?")
- Route to Amy
New Lead
Reception
Ready to File
Sage · Reception
After-Hours
After-Hours: Compassionate Message Capture
Caller requests Bella after her posted hours; overwhelmed by Ch. 7 questionnaire.
Objective
- Set expectation (hours)
- Capture complete message with context
Agent Actions
- State Bella hours & current time
- Collect name/phone/need
- Reassure; promise handoff
New Client
Reception
Message Taken
Samantha · Sales
New Lead
New Lead Intake & Handoff
Prospect asks about bankruptcy services and case manager availability.
Objective
- Qualify intent and needs
- Capture contact information
- Route to appropriate team member
Agent Actions
- Gather basic information
- Assess urgency and readiness
- Connect to case manager
New Lead
Sales
Routed
Samantha · Sales
New Lead
Passed the Human Test: Natural Conversation
Prospect exploring options; later tells staff he thought Samantha was human.
Objective
- Build rapport
- Qualify & collect info
- Handoff to live staff
Agent Actions
- Warm small talk
- Name/phone/email capture
- Transfer to Kelsey
New Lead
Sales
Exploring Options
Sage · Reception
Returning Client
Returning Client: Second Bankruptcy Consult
Past Ch. 7 client requests new consult; contact details changed.
Objective
- Recognize returning client
- Skip redundant intake
- Handoff for scheduling & updates
Agent Actions
- Confirm "worked with us before?"
- Mark "new matter"
- Transfer to Kelsey for updates & booking
Returning
Reception
Consultation Request
The Real Problem Isn't Leads
"Call them, text them, but if you only email, don't blame them when you don't hear back."
Firms don't have a lead problem. They have a follow-up problem.
Before Legal Fusion AI
- Missed calls and lost opportunities
- Inconsistent follow-up
- Leads falling through the cracks
- Staff overwhelmed with routine tasks
After Legal Fusion AI
- Every call answered 24/7
- Automated, consistent follow-up
- Zero leads lost
- Team focused on high-value work
Your Client Journey
From first contact to long-term success, see how our AI-powered system supports every stage of your client relationships.
1
Initial Client Contact: FusionChat™ & FusionVoice™
AI-powered communication solutions for seamless client acquisition
FusionVoice™
Intelligent Call Handling
24/7 AI receptionist captures client information, qualifies leads, and creates appointments without human intervention.
Natural Voice Interaction
Human-like voice assistant engages callers conversationally, answering FAQs and routing complex issues appropriately.
FusionChat™
24/7 Website Chat
AI-powered chat assistant engages website visitors, answers questions, and captures lead information when staff is unavailable.
Real Conversations in Action
FusionVoice™
AI POWERED
"[ring] hi. You have reached Legal Fusion AI. This is your virtual assistant. How can I help you today?"
Automated Appointment
AI POWERED
📅 New appointment created
📅 Oct 02, 2025
🕐 9:00 AM (MDT)
IC Appointment with client...
📅 Oct 02, 2025
🕐 9:00 AM (MDT)
IC Appointment with client...
Scale your client acquisition without increasing staff workload. Our AI handles routine communications so your team can focus on high-value tasks.
2
FusionAssist™ Bankruptcy Q&A Guide
AI-powered Q&A system for a smoother bankruptcy experience
What It Does
Bankruptcy Guidance
Answers common client questions about bankruptcy process, paperwork, and what to expect at each stage.
Non-Legal Advice
Provides general guidance to enhance client experience without crossing into legal advice territory.
Important: FusionAssist™ provides general information only, not legal advice. Complex legal questions are always routed to attorneys.
Real Q&A Examples
Document Prep Question
AI POWERED
Client: "What documents do I need to bring to my signing appointment?"
FusionAssist™: "Please complete these key steps before your appointment: Return Pre-Sign & File Forms, Send ID & Social Security Card, Review Your Creditor List"
FusionAssist™: "Please complete these key steps before your appointment: Return Pre-Sign & File Forms, Send ID & Social Security Card, Review Your Creditor List"
Post-Filing Question
AI POWERED
Client: "What happens after my case is filed?"
FusionAssist™: "After filing, you'll receive case confirmation and be assigned a trustee. You'll need to attend a 341 meeting (about 30 days after filing)."
FusionAssist™: "After filing, you'll receive case confirmation and be assigned a trustee. You'll need to attend a 341 meeting (about 30 days after filing)."
FusionAssist™ reduces staff workload by answering over 70% of routine client questions, while ensuring complex matters are properly escalated to legal professionals.
3
FusionAutomate™ - Onboarding & Intake ADD-ON
Comprehensive workflow automation for streamlined client onboarding
Automation Features
Automated Welcome Sequences
Personalized messaging introduces clients to your firm and legal process with zero staff effort.
Smart Training Portal
AI-driven resource recommendations based on case type and client history.
Dynamic Intake Forms
Intelligent paperwork collection with automated follow-ups and deadline management.
Real Client Automation
Welcome Message
FusionAutomate™
Welcome to Legal Fusion AI! We're thrilled to have you onboard and are eager to assist you on your journey to financial freedom. Your Training Portal Access: https://portal.legalfusionai.us/
Paperwork Requirements
ADD-ON
Please complete the following intake paperwork about your financial history to the best of your ability. https://legalfusionai.us/INTAKE
ROI Impact: FusionAutomate™ reduces staff workload by 85% during the critical onboarding phase while improving client completion rates by 37%.
4
FusionAutomate™ - Document Management ADD-ON
Streamlined document creation, delivery & signing with real client examples
Document Workflow
Document Created
Automated document generation based on client intake data.
Client Notification
Personalized emails with secure signing links delivered automatically.
Digital Signing
Secure e-signature platform with real-time tracking and reminders.
Confirmation
Automated confirmation and next steps delivered to client and staff.
Real Document Examples
Fee Agreement Delivery
AUTOMATED
"Hi Ashley! It was great meeting with you today. I just sent over the fee agreement to your email. Here is the link: https://link.legalfusion"
Chapter 7 Signing
AUTOMATED
"Your signing appointment is scheduled at our Ogden office, Friday, October 10, 2025 9:00 AM. Please check your email for important instructions and documents."
Legal Fusion Hub Integration: All documents are delivered through our secure platform with unique links, real-time tracking, and automated paperwork processing.
5
Case Filing & Updates ADD-ON
Automated client notifications about case status and next steps
Automated Updates
AI-Powered Notifications
Clients receive immediate, personalized updates when their case is filed, with unique case numbers and next steps.
Automated Guidance
Smart system delivers tailored instructions on what to expect and required actions post-filing without staff intervention.
Digital Document Workflow
Automated document delivery and signing requests via Legal Fusion Hub with real-time tracking.
Real Conversations in Action
FusionChat™
AI POWERED
🎉 Your case has been filed! Yahoo! Watch your email for next steps
Questions? Just reach out.
⚠️ If you feel we gave you 5-star service, please leave a quick review
Questions? Just reach out.
⚠️ If you feel we gave you 5-star service, please leave a quick review
Document Notification
DOCUMENT
Hi Skyler Steward,
You've received a new document from Legal Fusion AI. Sign it here: https://link.legalfusionhub.com/
You've received a new document from Legal Fusion AI. Sign it here: https://link.legalfusionhub.com/
Scale your client communications without increasing workload. Legal Fusion AI ensures every client feels informed and valued while your team focuses on legal work.
6
FusionBilling™ ADD-ON
Smart billing automation - Seamlessly handle invoicing, payments, and collections
Billing Features
Automated Fee Agreements
One-click generation of personalized fee agreements with digital signatures, reducing document preparation time by 80%.
Automated Past-Due Follow-ups
Professional, timed messages for 30-120+ day collections that recover revenue without awkward calls and reduce write-offs.
Payment Flexibility
Automated payment plans, credit card processing, ACH transfers, and client payment portals with 24/7 availability.
Real Billing Automation
Invoice Notification
AUTOMATED
Hi Ashly, Legal Fusion AI has sent you Invoice #INV-1054. If you have any questions, feel free to reach out. Have a great day!
60-Day Past-Due
AUTOMATED
Hi Ashley, we noticed invoice #INV-1054s still outstanding. We understand things come up! Would you like to discuss flexible payment options? Reply "OPTIONS" or call our billing team.
FusionBilling™ ROI: Law firms report 62% faster payments, 40% reduction in accounts receivable aging, 75% less staff time on billing tasks, and up to 35% recovery of previously written-off balances.
7
FusionReview™ Review Generation
Automated review collection that transforms satisfied clients into powerful testimonials
Review Features
Smart Timing Engine
FusionReview™ automatically identifies the optimal moment to request reviews based on case success milestones.
Performance Analytics
Built-in tracking measures review completion rates and optimizes messaging for maximum conversion.
Incentive Automation
FusionReview™ manages digital rewards and contest entries that encourage clients to complete reviews.
One-Click Technology
Frictionless submission process with direct links to Google and proprietary review collection forms.
Real Client Review Requests
Case Filing Milestone
AUTOMATED
Your case has been filed! Yahoo! 🎉
If you feel we gave you 5-star service, please leave a quick review (mention Amy & Cory to be entered in our dinner drawing):
📍 Google: https://g.page/r/CT1sWCF5U0axEB0/review
If you feel we gave you 5-star service, please leave a quick review (mention Amy & Cory to be entered in our dinner drawing):
📍 Google: https://g.page/r/CT1sWCF5U0axEB0/review
Post-Consultation
SMART FOLLOW-UP
Hi Ashly, we're so glad you stopped by today. If you feel like we helped point you in the right direction, would you take a minute to leave us a review? https://link.legalfusionai.com/I/Il67K1QNKp
Results that scale: Law firms using FusionReview™ report a 340% increase in positive Google reviews within 90 days, directly boosting lead generation and practice growth.