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Intellivizz

Real-world, practical AI automations that help capture missed revenue and increase operational efficiency — purpose-built for your industry.

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    Browse AI Automations

    Explore our library of pre-built AI workflows for your business.

    All automations are included with your subscription. Browse our library to see what's available for your industry. View plans →

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    188 automations found

    Co-Counsel & Referral Fee Pipeline

    When case is outside practice area, offer co-counsel or ethical referral fee arrangements with trusted attorneys

    StandardSaves 3-5 hours/week

    When case is outside practice area, offer co-counsel or ethical referral fee arrangements with trusted attorneys.

    View details

    Networking Event Follow-Up

    After bar events, seminars, or networking, nurture new contacts with professional drip sequence

    StandardSaves 3-5 hours/week

    After bar events, seminars, or networking, nurture new contacts with professional drip sequence.

    View details

    Monthly Legal Newsletter

    AI-assisted monthly newsletter with legal updates, firm news, case results — keeping firm top-of-mind

    StandardSaves 3-5 hours/week

    AI-assisted monthly newsletter with legal updates, firm news, case results — keeping firm top-of-mind.

    View details

    Practice Area Educational Drip

    30-day educational drip for leads who showed interest but didn't book, building authority and trust

    StandardSaves 3-5 hours/week

    30-day educational drip for leads who showed interest but didn't book, building authority and trust.

    View details

    Lead Win-Back Re-Engagement

    Re-engages cold leads from 60-90 days ago with fresh value propositions and consultation offers

    StandardSaves 3-5 hours/week

    Re-engages cold leads from 60-90 days ago with fresh value propositions and consultation offers.

    View details

    Seasonal Legal Awareness Campaign

    Timed campaigns around seasonal legal needs — tax season, summer custody, new year divorce, estate planning

    StandardSaves 3-5 hours/week

    Timed campaigns around seasonal legal needs — tax season, summer custody, new year divorce, estate planning.

    View details

    Free Legal Workshop / Webinar Funnel

    End-to-end funnel: registration → attendance → post-event consultation booking

    StandardSaves 3-5 hours/week

    End-to-end funnel: registration → attendance → post-event consultation booking.

    View details

    Targeted SMS Marketing Blast

    Segmented SMS campaigns with timely offers and AI-handled replies for instant qualification

    StandardSaves 3-5 hours/week

    Segmented SMS campaigns with timely offers and AI-handled replies for instant qualification.

    View details

    Client Satisfaction (NPS) Survey

    Post-case NPS survey that routes promoters to reviews and detractors to recovery workflows

    StandardSaves 3-5 hours/week

    Post-case NPS survey that routes promoters to reviews and detractors to recovery workflows.

    View details

    "Do I Have a Case?" Self-Assessment

    Interactive quiz for website visitors to determine case viability, capturing info and pre-qualifying leads

    StandardSaves 3-5 hours/week

    Interactive quiz for website visitors to determine case viability, capturing info and pre-qualifying leads.

    View details

    Internal Attorney Performance Feedback

    Anonymous client feedback about attorneys, feeding into performance reviews and quality improvement

    StandardSaves 3-5 hours/week

    Anonymous client feedback about attorneys, feeding into performance reviews and quality improvement.

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    Declined Consultation Recovery

    When prospect decides not to move forward, tactful 30-day recovery addresses hesitations with additional value

    StandardSaves 3-5 hours/week

    When prospect decides not to move forward, tactful 30-day recovery addresses hesitations with additional value.

    View details
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