Legal Dial + ClientRock.
Every intake call your firm receives, captured live and then written into ClientRock with the full context attached. No paralegal retyping. No missed details.
ClientRock is a client-scheduling and intake-automation platform for attorneys. It focuses on consultation booking, intake forms, e-signature, and payment collection for consultations.
Your receptionists become an extension of your ClientRock workflow.
Legal Dial's live agents answer your firm's calls, qualify new callers with your intake questions, and then push the results directly into ClientRock. Your team opens ClientRock to find a new record, the full call note, and any workflow already in motion, without lifting a finger.
Mapped to your ClientRock setup.
We map to the fields, categories, and structures already configured in your ClientRock account, so nothing is generic and nothing has to be retyped later.
Your intake, your fields.
The questions, matter types, and custom fields we capture are the ones your firm has already standardized on. We follow your script, not a generic template.
Conflict details captured up front.
Opposing party, related parties, and jurisdiction are collected during the call and attached to the record so your team can run a conflict check before you accept.
From ringing phone to updated ClientRock.
Call comes in.
Your Legal Dial receptionist answers as an extension of your team using your greeting, your matter types, and your intake script.
Call comes in.
Your Legal Dial receptionist answers as an extension of your team using your greeting, your matter types, and your intake script.
Intake is captured.
We collect contact info, matter type, jurisdiction, conflict details, and any custom fields your firm needs before pushing to ClientRock.
ClientRock is updated automatically.
The moment the call ends, ClientRock receives the new record with the full call context attached. No manual entry.
Your team gets notified.
We ping the right person on your team, kick off downstream workflows, and keep ClientRock in sync with the rest of your stack.
Every new-client call, already in ClientRock.
- New records created in ClientRock automatically after every intake call.
- Call notes, conflict details, and matter type attached to the ClientRock record.
- Custom intake fields captured exactly the way your firm structures them.
- Consultations that get booked land on the assigned attorney's calendar.
- Downstream workflows in ClientRock kick off the moment the call ends.
- Zero double-entry, your paralegals stop retyping intake notes.
Other crm & intake tools we support.
Legal Dial and ClientRock, answered.
ClientRock is a scheduling, intake, and consultation-management platform for attorneys. It combines online booking, intake forms, e-signature, and consultation payments.
The integration is set up during onboarding. You authorize Legal Dial to send data to your ClientRock account, we map your intake questions to the fields your firm uses, and from that point forward every qualifying call flows into ClientRock automatically.
Yes. Legal Dial connects to your existing ClientRock subscription. We do not resell ClientRock and we do not replace any part of it.
At minimum, the caller's contact details and the reason for the call. On top of that we can pass matter type, jurisdiction, source, referral information, and any custom intake fields your firm captures during the call.
Yes. Legal Dial only sends the intake information you configure and does not share your client data with third parties outside of the systems your firm has authorized. All data is encrypted in transit.
Most firms are live within a few business days. Timing depends on how customized your intake is and how many fields we need to map.
Ready to connect Legal Dial to ClientRock?
Try Legal Dial free. We will wire the intake flow into your ClientRock setup for you.