How Lawmatics Qualify AI Streamlines Law Firm Intake (Full Transcript)

[00:00:00] Speaker 1: Thank you. So I'm super excited to showcase Qualify AI here today with you all. Like I said before, this really is our first big feature completely powered by AI. So what Qualify AI is, is it's our own AI qualification agent that will automatically take the data that's coming in to your automatics platform through your intake, and it will qualify that lead and categorize it for you, making sure your highest intent, best leads ready to convert are at the top. So your intake team isn't spending time on leads that maybe aren't a good fit, need to be referred out, or outside of your practice area, et cetera. It really cuts through all of that noise there. On top of that, we've also kind of integrated Qualify AI into every other aspect of the platform. So you can go kind of right from qualification to automation. So it'll automatically qualify those leads for you. And based off of the recommendation from our Qualify AI agent, it'll go directly into those follow-up automations and whatever follow-up steps are needed. The main reason we developed Qualify AI, and something I've noticed just working with, I've been at Lomatics for seven years. I've worked with hundreds and hundreds of law firms through onboarding. And something that we really noticed is there isn't, for a lot of firms, there isn't a huge problem with getting leads in, or really like a quantity of leads. It's really prioritizing their leads and the quality and making sure their intake team isn't bogged down, spending a bunch of time trying to organize what leads need to be worked on, digging through a bunch of data just to find out that it's not a good lead, while a good lead is sitting there, and then maybe somebody else is able to convert that lead while your team is kind of focusing on lower priority leads. And so kind of like what I was saying before, that is where Qualify AI comes into play. Qualify AI, so we set it up where you can create your own categories and criteria to qualify those leads. So it's kind of like your own bespoke AI agent within Lomatics. It'll automatically do all of the sorting and categorizing for you. So it's kind of like your own bespoke AI agent within Lomatics. It'll automatically do all of the sorting and categorizing for you. So your team can just action the most important leads first. And we were super, super focused on transparency when creating Qualify AI. So you can see exactly why a lead was given a certain score, how confident the AI is on that score, and then your team will be able to have confidence going after that lead and actioning it. And at a high level, see all of your important leads and why they were deemed to be important. So the first place we're going to start, and at this point, I am going to hop kind of back and forth between the platform and our slides here so we can really look at Qualify AI in action. But where I want to start here is kind of like, I think of it as like the brain behind your Qualify AI, and these are your agents. So we set up Qualify AI to work for how a law firm needs to work, right? Most of the firms we work with, they don't solely focus on one case type. They usually have multiple case types they serve, right, that they practice in. So we intentionally set up Qualify AI so you're able to set up as many agents as you need. So you can have a specific agent qualifying, let's say, family law leads, looking at the criteria and what's important for family law, and maybe you have an estate planning agent as well or a personal injury agent. So we're really making sure here that you can get specific with your qualification standards and criteria and make sure your lead qualification is standardized throughout the process, OK? So we can actually go in to an example here real quick. So this is Qualify AI, right? This is just in a demo account we have. Over on the left-hand side, you'll see here we actually have an entire tab dedicated to agents. So I have a few agents set up right here for criminal, estate planning, personal injury. You can always go in and add a new agent whenever you need to. Add as many agents as you want. There's no extra charge to adding agents. And then if we go in here and click into a specific agent, you have this option here under Lead Categories where you can set up whatever categories you want that the Qualify AI will use as recommendations for a lead, right? So if you prefer your really good leads to come in and be labeled as something like Chase Hard, you can set that up in Qualify AI so that they come through that way. And it's easy for your team to know, OK, I need to chase this lead hard, right? And then you get to come up with your own specific criteria for what should kind of land into that Chase Hard category, what should land into Chase, refer out, reject, so on and so forth. We set this up to be really easy to build out. So if you know, right, if you already know, I know exactly what I want my Chase Hard to be, I know exactly what the agent should be looking for to label something as a Chase Hard or as a hot lead, whatever you decide to label that, you can go in here and set these up yourself, right? It's as simple as just typing in the name of the categories and the criteria. We also developed our own Qualify co-pilot. So we actually have an AI agent within this agent setup page that's been trained on best practices by practice area and will guide you through setting up your Qualify AI agent. And it even has the ability, like if you see right here where it says, analyze my highest converting leads, it even has the ability right there to look at your leads that have converted and give you good feedback on maybe what you should be looking for for those different categories in your agent and that specific agent, right? And I do want to point out here as well, even though we did make it really easy to set up these agents, when you sign up for Qualify AI, you're not just signing up for this add-on and then we kind of give you a help article and you're left to figure it out. You're also getting onboarded with Qualify AI. So your account manager or your CS rep will work with you on a setup call to set up your agents and make sure everything's working right with your Qualify AI agent. And we'll also kind of check up on you throughout the first 30 days to make sure everything is working right and the agent's qualifying how you want it to. So that's the agent piece. Like I said, kind of the brain behind the qualification, right? That's where you're going to build out the criteria and categories there. Now let's take a look into how Qualify AI is really going to affect how your intake and sales team is going to action leads that come into Lawmatics. So like I was saying before, a big benefit of Qualify AI is to make it so your intake team doesn't have to sift through kind of the chaos of leads just coming in and try to figure out which ones are good and which ones they should be acting first. And one of the most obvious enhancements we thought we could make with Qualify AI was making it so you can see just right on your pipeline which leads are most important. And then if you hover over that lead, it'll give you kind of a full summary, a full rundown of all of the data that's been collected for that lead. So your team knows what they need to do next without having to click through, like I said, the notes, the details on the Matters page. So we can look at that really quick here as well. So if I go over to our pipeline, you can see right here, it's really clear on the pipeline which leads are the most important, where my chase hard are, inconclusive, or chase. And then all I need to do here is hover over, and it gives me this whole summary of why it was given that chase hard recommendation. And this summary really is like a step-by-step breakdown of the data that was gathered, the data that you've deemed important to your team. So Leon asked, will my team use Qualify AI for leads that call in? Yeah, they will. So any lead that goes into LOMatics will be able to automatically evaluate. I'm going to go over that in a second with how it kind of works with automations. But we can have the evaluation trigger off of any form being submitted. So if it was your phone intake form, if you have an external call center that's bringing leads in, we could have it set up so qualification happens as soon as that happens. So yeah, any leads that are coming into LOMatics, we'll make sure to set those up so they're automatically being qualified. So when your team actually goes into the pipeline on the Matters page, they'll see at a high level which ones are most important. And they'll have that kind of time saving there. Great question, though. So this is on the Matters page here. Really easy to see which leads I need to work first. Super easy for me to hover over, see everything I need to know about that matter without clicking into the matter itself. So one thing we set up just to kind of cut through the noise is we made it really easy for your team to filter their Matters page. So if your team prefers to work their leads off of that list view on the Matters page, you can set up your own custom views based off of the qualify AI recommendation. This is great because it really can ensure you can set up your own standard operating procedure where every day your intake team goes in and they're just going after Chase hard first. And then after that, they're going after Chase and so on and so forth to make sure your team's every day going in order of priority. And it's not just kind of up in the air as to which leads are going to work first. So we can look at that as well in the platform. So we'll hop over to the Matters page. So here you can see, right, I have my filtered view set up with Chase hard, Chase and inconclusive. If I click on Chase hard, I'll have all of my most important leads right here, easy for me to get to. And then I can just kind of go down the list here. If we look at the filters, so when you're setting up your filters on the Matters page, you have all of your qualify AI fields right here to filter these pages however you want. This is kind of a little foreshadowing into some of the other areas of the platform I'm going to go into, but we really made sure to expose all of our qualify AI fields almost everywhere in the platform. So qualify AI can be completely integrated into your automatics account, okay? What's also really nice here and kind of getting back to how we've exposed those fields everywhere is you can also make sure those qualify AI fields are available as columns on your Matters page. So it's easy to be right there. And then even kind of like what we were looking at on the pipeline, if you want to be able to see the reasoning or that summary right here on the Matters page without having to click into each matter, you can do that, right? Obviously the reasoning can get pretty long, so all you need to do is hover over and you'll be able to see that entire kind of like lead summary, okay? So this right here is really huge. This is kind of the main cutting through the clutter for your team, right? Being able to make some sense out of all the leads that are coming in, create some organization automatically. This is how qualify AI is really able to automatically create leads to the correct buckets. So your team, all they have to do is go in and make those calls, right? Getting contact with those leads, okay? Just a reminder too, if there are any questions, please feel free to put them in the chat. Happy to go over those as I go through this. So the next piece I do want to touch on with qualify AI is how you can automate next steps with qualify AI. So going from qualification to automation. So with qualify AI, and I probably sound like a broken record here. Once again, we exposed all of those fields in automations. So you can actually use those recommendation fields and confidence fields as entry conditions in your automations. So you can set up automations, so if it's a chase hard and high confidence, send out that signature request. We want to get them signed up right away. If it's a refer out or reject, and it's high confidence, medium confidence, automatically take care of those. So your team isn't spending too much time trying to figure out what to do with those leads as well. We'll look at that in the platform, just so you can see how easy it is and really how familiar all of this is with how you kind of set everything else up in Llamatics. So we'll go to our workflows and we'll take a look first at this chase hard automation. So as you can see right here, this is just like an automation. If you've built automations before, this should look very familiar on how to set this up, but I have my qualify AI fields available to me right here. And I'm able to select from any of the recommendations, and I can also select from any confidence, high, medium, or low. So in this example, since it's chase hard, high confidence, I want to get that signature out right away, get them signed up, right? Go right from, in this instance, this would be a lead that comes into your firm. It's a chase hard. They're immediately getting a signature request, a signature request to sign up. There's no gap there. There's no waiting around. There's no time for them to go on Google and look for another attorney, right? They're moving forward. The ball's rolling. What's really powerful about the entry conditions with qualify AI is the fact that we expose the confidence here. I think this is really important to make sure your automations are behaving in a way that you want them to. So the way the confidence works with qualify AI is if we're missing some information that the categories have deemed important for that, or the criteria is deemed important for a certain category, it might not be high confidence. There'd maybe be a low confidence qualification. So you actually have the flexibility here to set up different automations based on the confidence. So maybe somebody on your team reviews that lead before moving forward and either sending the engagement agreement, scheduling an appointment, whatever it might be. We also made sure to expose qualify AI as a brand new automation action. So what's really cool about this is you have complete control over when your leads are being evaluated, right? So at any point in Leon, this kind of ties back to your question. For example, you have a phone intake form, call center, web form, at whatever point you want the evaluation to happen, you can set that up right here in the automations. And on top of that, and just as important, you get to select which agent is qualifying that lead. So just like with your automations now, how you can have different things happen depending on practice area or custom field, with qualify AI, you can have different agents qualifying your leads depending on what the entry condition to that automation was, okay? So right here, I have my personal injury intake form. So I have my personal injury agent qualifying that lead. This is just another example too of how we, or this feature provides a level of consistency with your lead qualification. It's always happening when you have certain data coming in, it's going based off of the data. You're not gonna have inconsistencies based off of different members of your team qualifying different leads. Awesome. So another piece to qualify AI that was really important to us, and that I think is just really important with any AI tool you're using, is we made it really easy to improve accuracy on your AI agent and provide feedback. So in the platform, we made it as simple as a thumbs up or a thumbs down to provide feedback to your agent. And we'll actually just look at that really quick right here. So if I go into my lead section, right? You'll see right over here, I just have a thumbs up, thumbs down. If I give it a thumbs up, that's great. There's nothing I need to do. If I give it a thumbs down, what's really cool here is it gives me the option to say, all right, now this should have actually been a reject. And then you can just type in here why. So maybe it was a refer out and you can say, no, this should be rejected because it's in, it's outside of San Diego County, and I do not take any cases outside of San Diego County. Submit that feedback. Moving forward, your qualified AI agent will take that into consideration and it will make sure to reject those leads moving forward. So it just gets smarter and smarter the more you use it. Another thing we really, and I brought this up already, but I'm gonna bring it up again, wanted to focus on is transparency. So on this qualified leads page for each lead, you can see exactly why it was given this refer out recommendation. And you can see exactly why it was given this confidence rating. And it will kind of, the confidence rating, right? If you see it's something below a high, it'll usually tell you like what we're missing to make it a high confidence, right? So you can look at that and be like, okay, I need to get this piece of information from my client, right? Just makes it really easy from a high level to see exactly what you need to move forward with the lead. And then the more you train it, the more you'll have high confidence ratings with your qualification agent. Perfect. And then last piece I'm gonna go over where it's kind of integrated into other areas of the platform. And I think maybe one of the more slept on areas of LLAMatics is in reporting. So we thought it was really important for everybody to be able to report on the leads that have been evaluated, right? Report on the quality of the leads coming in. So with LLAMatics, it's always been really easy to create reports based off of data that comes into the system. You've always been able to create, for example, a report that's showing you how many leads are coming in per marketing source. And of those leads, how many have hired, how many are still potential new clients and how many are lost. Now with Qualify AI, what you can do is you can see how many leads are coming in per marketing source and what the quality of those leads are. So you can actually kind of start to see which marketing sources are giving you quality leads versus kind of crap leads, right? Or let's say you're tracking your team's performance. You have a report on here to track your salespeople and they need to hit a certain number of sales per month. Well, now you can see the leads that are working and you can also see the quality of those leads, right? You can coach them in saying, hey, we need to make sure you're spending time on the chase hard leads. Why are you spending so much time on these inconclusive or refer out leads? Okay. So once again, we will hop into the platform here and go to our reports. And I have a marketing source report here. So you can see, right? I can see the leads coming in from my different sources and the quality of those leads coming in. And if I go to edit the report and if you've ever created a report in Laumatics, this will be super intuitive for you. You have those fields available to you just like any other field in the system, the recommendation and the confidence. And then you can even filter your reports based off of those fields as well. So this is really nice. We treated the recommendation and confidence fields just like any field where you can really use it throughout the platform. You're using your reports so you can kind of slice and dice your data however you want using those qualify AI fields. And then obviously you could incorporate these onto your dashboard as well. So if you wanted to create a report right in here and then have on your dashboard maybe a breakdown by day, week, and month, the number of leads coming in and the quality of those leads, that's absolutely something you can do as well. Awesome. And then the next thing I just wanna go over here really quick is kind of what next steps are like with qualify AI and what success looks like to us kind of internally with the tool. So like I was saying before, if you move forward with qualify AI, you're not just left to figure it out, right? You will work with somebody on our team. The very first thing you'll actually do is you'll schedule a 60 minute setup called somebody on our team. So we can go through and make sure we set up those agents. We'll help you test them so you feel comfortable with the lead scores that are coming out, right? We'll work with you to create those different filters on the matters page that we just looked at. And if you wanna create pipeline filters as well, we'll create those automations with you. So when to evaluate the lead and what to do after the lead's been evaluated. And then we'll help you with any reporting too if you wanna create some reports based off of lead quality. And then after that 60 minute call, it's really important to us that we kind of check on you those first 30 days. So we will schedule a follow-up call with you as well during the first 30 days there. That way we can kind of monitor with you how the agent's doing. And maybe if you had any hesitation on turning on automations, when you first got your agent set up, we can turn those on with you and kind of monitor your agent with you over the first 30 days.