For employee-side employment law firms
Know who's a fit
before a consultation is bookedKnow who's a fit before the call
RetainerBooked is intake software for US employment law firms with 1 to 10 lawyers; your website and employment lawyer marketing come with it at one flat price a month. Your form and AI receptionist ask your screening questions before an attorney calls back.
- Every form and call asks your intake questions
- Declines sent politely, in writing
- Contingency retainers e-signed by text
Live in 14 daysScreening questions okayed by your attorneys
- Conflict-check names on every call
- Booking links by text
- Calls answered in Spanish too
- Google reviews
- Texting
- Call transcripts
Monday morning
Twelve callbacks Monday, one of them about retaliation
The weekend left twelve voicemails and web forms. One caller wants to sue over a rude supervisor. One signed a severance release last month. One owns a company and wants defense counsel. One was let go a week after a complaint to HR. Your attorney returns all twelve by noon. With RetainerBooked, the form and the AI receptionist ask your questions first, and Monday's list shows every answer.
- Blind callbacks
- Hour-long calls
- Declines by phone
- Questions first
- Answers on cards
- Attorneys decide
Intake, step by step
Your intake, set up for employment claims
Each tab is one part of intake, shown on the office computer and in the staff app, built on your firm's own questions and wording.
RetainerBooked · Practice areas
Times texted after the form
Questions, then a time
The booking link appears once the form's questions are answered. Your attorneys choose which answers book a time and which get a callback first.
See consultation bookingRetainerBooked · Calls
Staff app · Calls
Opposing counsel off the intake line
Defense counsel used to press 1 and land in new-client intake. Your phone menu now sends new callers, current clients and other attorneys to different people, and records each call.
See the phonesRetainerBooked · Reviews
Former client asked by text
Reviews when matters close
Your intake team picks which former clients to ask once their matter is over, and the request goes out by text. Drafted replies never say who was a client.
See reviewsRetainerBooked · Intake
Decline text sent
Declined
A claim your firm doesn't take moves to Declined, with the reason on the card. A polite text or email goes out, and your own non-engagement letter is sent and kept on file.
See the pipelineRetainerBooked · Forms
Employer named on form
The employer's name
Forms and calls ask for the employer and any managers named; your team searches them here, and the full check stays in your case software.
RetainerBooked · Reports
Monthly report
Sources
October's report shows where each signed case came from and what each Google or Meta ad spent to sign one.
See reportingRetainerBooked · Follow-ups
Follow-up thread
Follow-ups
A caller who stops replying gets a few texts and emails, sent with consent.
See two-way textingAsked at night, read by Monday morning
What the caller sees, step by step, and where each answer lands for your team.
Saturday night· Your questions still asked
9:40 p.m.· Saturday
Screening, by phone
The AI receptionist says it is your firm's AI assistant, then asks your questions: still working there or let go, since when, the employer's name, anything signed.
7:05 a.m.· Monday, before work
Termination letter, uploaded
The intake text requests the termination letter and any severance offer. The caller sends both from the phone, straight onto the card.
4:30 p.m.· Wednesday
Contingency retainer, signed
After the consultation, your contingency retainer goes out by text, filled in from the intake answers. The new client signs it on the phone, and the signed PDF is saved to the card.
Setup
Built around your intake questions
Your attorneys write the questions and the decline wording; our team builds everything else around them.
We learn your screening
We go through the claims you take and turn down, the names your conflict check needs and who calls each caller back.
Your partan hour with an attorney
Forms and phones built
We build the questionnaire, the phone menu, the AI receptionist's script, the Declined texts and the retainer template, all in your wording.
Your partsend your retainer and decline letter
Your intake team learns screening
We bring over your old inquiries with stage and source, connect each attorney's calendar and train your intake team to read the screening answers, search the employer's name in your contacts and move a card to Declined or booked.
Your partan hour of training
Screening starts on every line
By day 14 the site, forms, phones and AI receptionist ask your questions. Number ports and texting registration can run past that.
Your partokay the decline and follow-up wording
Onboarding comes with every plan
Setup checklist
Screening on by day 14
8 of 28 done
1We learn your screeningDoneIn progressUp next
- Claim types you take or turn down
- Questions for each claim type drafted
- Conflict-check names you need
- Who calls back, decided
- Your inquiry sources and ad accounts listed
- Current intake script, retainer and decline letter sent over
2Forms and phones builtDoneIn progressUp next
- Board stages and Declined reasons
- Phone menu splits callers, clients and attorneys
- Branching questionnaire for employment claims
- Termination letter upload added
- AI receptionist's questions written
- Decline text and email
- Contingency retainer filled from the intake answers and okayed
- Follow-up series for quiet callers
3Your intake team learns screeningDoneIn progressUp next
- Past inquiries imported
- Each attorney's calendar connected for booking
- Separate numbers for each ad and the site
- Roles assigned
- Intake team trained on screening answers and declines
- Attorneys trained on the Declined stage
- Reports set by source
4Screening starts on every lineDoneIn progressUp next
- Test call to the AI receptionist made by your own team
- A2P texting registration filed
- Number port started
- Signed-client hand-off to your case software tried with one test
- First report emailed to the partners
- Website published
- Intake live
Bring us the questions your intake asks
On the demo we put your screening questions into a form and the AI receptionist, then send a sample contingency retainer to your phone to sign. Month to month, no setup fee, live in 14 days.
Sorted before Monday
Wesley T.Managing partner, PI firm, Tulsa 10 fewercallbacks to return each MondayOur form asks its questions before it shows a time, so the Monday callback list comes in already sorted.
Beatrice V.Founding attorney, Sacramento 100%declines in writingSaying no used to take a twenty-minute call. Now the card moves to Declined, our own letter goes out, and the record keeps a copy.
Rashad W.Criminal defense attorney, Atlanta 2 namessearched before each bookingThe co-defendant's name is on the form now, so we search it before booking instead of hearing it halfway through a consultation.
Harriet B.Office manager, Grand Rapids Same dayengagement letters signedEngagement letters go out by text after the first meeting, and the signed ones are usually back that afternoon.
Esteban R.Immigration attorney, solo firm, El Paso Before 8:00screening summaries waitingCallers answer my screening questions in Spanish at night, and each summary is waiting on the card before my first coffee.
Lorena F.Intake manager, PI firm, Phoenix Each admatched to casesBefore the partners ask, I can tell them what each ad spent for every case we signed.
Employment intake
Questions about caller screening
Try severance, deadline or Clio in the search box, and the answer opens.
8 questions
How do we screen callers before booking?
Your form and the AI receptionist ask your own questions first: what happened and when, the employer and its size, and anything signed. Your attorneys read the answers and decide.
Does the AI decide who gets booked?
No. Your attorneys decide; the AI asks your questions and never judges a claim.
Can callers send documents first?
Yes. Your form can ask for the termination letter, a severance offer, recent pay stubs or a write-up, each sent from the caller's phone, with reminder texts until it arrives. All of it stays confidential and encrypted, processed only for your firm and never sold.
Can we follow up with quiet callers?
Yes. Texts and emails go only to callers and form senders who agreed to hear back, and stop when they reply.
Can we see which sources our signed cases came from?
Yes. Every signed case keeps the ad, page or referring attorney that sent it, and the report totals them by source.
Does it track filing deadlines?
No. The form logs the dates; your case software keeps deadlines.
Do we keep Clio or MyCase?
Yes. Signed clients go across to it through a connector.
How is it priced?
Monthly: $97 to $297, by the staff who sign in.
Try a search
Quinn can help
Quinn Hadley can walk through your screening questions, decline letter and contingency retainer with you before your demo.
Quinn HadleyAccount manager
Request a demo