Intake Efficiency
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Compliance

Fast replies, inside the rules

Texting a prospective client is regulated, and so is advertising by lawyers. Intake Efficiency builds the controls into how every message is sent, so speed never depends on someone remembering the rules.

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How each rule is handled

STOP honored at once

  • A STOP reply to a text takes effect immediately: no further texts to that lead.
  • Every email carries a one-click unsubscribe that takes effect straight away.
  • Follow-up sequences end the moment a lead opts out.

Texts only from 8am to 9pm, in the lead’s time zone

  • Texts to leads are sent only between 8am and 9pm in the lead’s own time zone. A text due outside that window waits until 8am.
  • Email replies are not held back, so an inquiry at midnight still gets a prompt reply by email.
  • Alerts to your own lawyers and staff are not subject to lead quiet hours.

CAN-SPAM basics in every email

  • Every email includes your firm’s name, its postal address and a one-click unsubscribe link.

WhatsApp’s 24-hour window

  • WhatsApp Business allows free-form replies only within 24 hours of the person’s last message.
  • Outside that window, only message templates approved through WhatsApp can be sent, and only to leads who consented to WhatsApp.

Bar advertising rules

  • Reply and follow-up templates are approved by your firm, per state, before anything is sent.
  • Where a state requires it, messages carry an “Advertising Material” label.
  • Every message says it is automated.

No legal advice, ever

  • Automated messages never give legal advice, predict outcomes or state what a case is worth.
  • When a lead asks a legal question, it goes to a person at your firm, with an AI-drafted reply your staff can edit, approve or discard.

A record of every message and the consent behind it

  • Every message sent and received is stored with the consent it relied on, encrypted, isolated per firm and audited.
  • If a complaint or bar inquiry arrives, your firm can show what was sent, when, and on what basis.

An important note

This page describes how the software behaves. It is not legal advice and does not tell you what the law requires of your firm. Telemarketing, messaging and attorney-advertising rules vary by state and change over time; confirm your obligations with your own counsel.

For how data is protected, see security.

Intake Efficiency is software, not a law firm, and does not give legal advice. Nothing on this page is legal advice.

Compliance questions

Does using Intake Efficiency make our intake compliant?

No software can promise that. Intake Efficiency enforces the controls described on this page, but your firm remains responsible for its own compliance and should confirm the rules for its states with its own counsel.

Why can we not text a lead straight away at night?

Texts to leads go out only between 8am and 9pm in the lead’s time zone. The email reply goes out at once, so the lead still hears from you within a minute.

What is 10DLC registration?

US mobile carriers require businesses that text from ordinary 10-digit numbers to register their brand and use case. Texting starts once your registration is approved; email works from day one.

See every inquiry answered in under a minute

Try Intake Efficiency on your real inquiries for 14 days, up to 50 leads. We set it up with you in a day; email replies work from day one.

Start your 14-day free trialSee pricing

No card. Setup done for you in a day.