01
CRM & Automation
Connect intake, scheduling, communication and follow-up around firm-approved workflows. Work with your existing tools or choose AlphaForge CRM and case management within the agreed scope.
AlphaForge Legal Intelligence
You practice law.
We run the front office.
Connect your intake, client relationships and daily operations. Keep the software that works for your firm—or choose AlphaForge’s CRM and case management system when you’re ready for a change.
Two required fields. No call required. The Snapshot records a bounded observation; it does not promise rankings, leads, matters, or revenue.
Current specializationEstate Planning · Probate · Trusts · Inherited Property
Inside the Operations Center
A clearer place to pick up the work.
This example shows an inquiry in context. The same operating questions extend to client service, referrals, reputation and revenue.
Ops Center · Marbury & FinchExample firm · sample data
- 01 / Source
Where inquiries came from
The sample dashboard groups leads by source, including Google Ads, organic and referral.
- 02 / Status
Where the handoff stands
Pipeline stages distinguish new, contacted and consultation-scheduled inquiries.
- 03 / Next action
What needs attention
The Today view calls out an intake to review and uncontacted leads to call back.
Demonstration with a fictional firm and sample data. It shows the interface, not customer results or every capability included in a plan.
Now consider the handoffs across your firmQuestions worth investigating
What happens between your systems?
These questions start a conversation. They are not a diagnosis of your firm.
Follow the context- AcquisitionCan you connect a retained matter to the inquiry that started it?
- Follow-upWhen an inquiry goes quiet, who owns the next action?
- RelationshipsCan your team see the history behind a client or referral relationship?
- ControlDo your AI tools follow the rules your firm has approved?
How the context connects
One inquiry is only the beginning.
AlphaForge Legal Intelligence is designed to connect operating history across the whole firm. Useful context needs an accurate source, the right relationship and a recorded next step.
Illustrative workflow · configured to the firm’s scope
- 01
Acquisition & inquiry
Retain the source and the reason someone reached out.
- 02
Consultation & matter
Connect the handoff, follow-up and recorded outcome.
- 03
Clients & referrals
Carry useful history into service and approved relationship follow-up.
- 04
Reputation & revenue
Review what followed, where evidence exists, before changing the workflow.
Keep what happened, what was decided and what followed distinguishable. Connected context can help improve approved workflows over time; improvement depends on accurate data, permissions, human review and measured results.
What AlphaForge does
Four pillars.
One operating model.
Implementation services and connected technology, organized around the business of the firm.
Current depth
Estate, Probate & Inherited Property Intelligence
Practice-specific context matters: households, fiduciaries, beneficiaries, trusts and related property. Estate planning, probate, trusts and inherited property are our current specialization within law-firm Legal Intelligence.
Explore the specialization02
Retention & Lead Generation
Connect acquisition to consultation conversion, former-client follow-up and referral relationships. Measure which sources produce matters where the evidence is available.
03
Valuation & Reputation
Strengthen reputation, reporting, operating maturity and revenue quality—the factors that can help build a more durable firm.
04
Strategy & Implementation
Define the constraint, owners and rules. Select the technology, implement the workflow, then test it against results the firm can inspect.
AlphaForge does not provide a formal valuation or guarantee an increase in firm value. Additional practice-specific layers remain architectural direction, not live products.
Your software, your choice
Keep what works. Change what doesn’t.
Your firm shouldn’t have to change software to work with us. And you shouldn’t have to keep software that no longer fits.
Happy with your current system?
We work alongside it to connect intake, follow-up and day-to-day operations.
Ready for something different?
We can provide CRM and case management software to manage prospective clients, client relationships and ongoing matters. Together, we define what you need and plan the move.
We agree on features, connections and responsibilities with your firm before implementation. Replacement software depends on the agreed plan and scope; moving records and custom work are scoped separately.
AlphaForge Legal Intelligence
Operating context · approved workflows · measurement
Practice management
Your retained system or an agreed AlphaForge replacement
CRM & communications
Client relationships in your retained CRM or AlphaForge CRM
Marketing & legal AI
Discovery signals and the tools you use
If you keep your practice-management system, it remains the official home for your legal records. If you switch, we agree where records will live, how the move will happen and who is responsible. Connections depend on your software, permissions and agreed scope.
Your firm sets the boundaries.
Voice and chat use a firm-approved source of truth and escalation rules. The firm controls whether its receptionist runs, its hours and where calls forward. Attorneys retain supervision; these controls do not guarantee compliance.
Providers can change. Your firm does not have to bet its AI strategy on one vendor.
Read the trust and safety detailsHow engagements start
Evidence first.
Then a scope you can test.
Start with the Firm Intelligence Audit when you need a whole-firm view. No package decision is required before we understand the problem.
- 01 / Diagnose
Share the operating picture
Provide contact details, then answer four short sections about systems, acquisition, reputation and implementation. AlphaForge reviews the evidence and follows up where context is missing.
- 02 / Scope
Agree what is worth doing
When evidence supports action, define the capability, owners, dependencies and measurable acceptance criteria. A recommendation follows the findings.
- 03 / Test
See the workflow work
AlphaForge builds the agreed implementation. Your firm tests and approves it before the recurring subscription starts.
Only investigating search visibility?
The AI Discovery Snapshot is a bounded look at answer presence, citations and the path to inquiry. It may lead to no action, a focused correction or a broader audit.
Implementation plans
$500 one-time setup on every plan, plus the monthly subscription below.
Basic / Capture & Track
$500/month
Capture incoming opportunities, track where they come from, and see the pipeline in one place. No AI agents.
- Marketing funnel intake and lead capture
- Source tracking through approved connections
- Pipeline visibility and lead reporting
Pro / Automate & Convert
$1,000/month
Add AI automation to intake, qualification, communications and follow-up.
- Voice, chat and structured intake
- CRM, follow-up and attribution
- Firm-approved rules and escalation
Ultra / Intelligence & Operations
$2,000/month
Extend into deeper client operations, communications and intelligence.
- Everything in Pro
- Client-status and communications surfaces
- Advanced workflows within the agreed scope
Flat pricing; no per-call, per-minute, per-seat or per-agent overages. Basic is Marketing Funnel & Lead Tracking and does not include the full Legal Intelligence architecture. Material migrations, custom integrations and ongoing marketing services are scoped separately. Ad spend is separate. Custom work is quoted on top of a plan.
Before you decide
Straight answers.
Understand your options. Agree on the scope. Choose what fits your firm.
What if the firm already uses legal AI?
Keep the legal AI that works for your firm. AlphaForge connects the business around your chosen tools; your lawyers and legal tools continue to handle legal research, drafting and judgment. Connections depend on the systems, permissions and agreed scope.
What happens after I request a Firm Intelligence Audit?
You share operating-level answers across four sections and provide contact details. AlphaForge reviews the evidence and follows up where context is missing. Findings and recommendations depend on the evidence available. Submission does not generate an instant numeric score, select a plan or start a subscription. Do not include client names, matter details, privileged material or credentials.
Do I need the AI Discovery Snapshot first?
No. You can begin directly with the Firm Intelligence Audit. The separate AI Discovery Snapshot records a bounded sample of answer presence, citations and the path to inquiry. It may lead to no action, a focused correction or a broader Firm Intelligence Audit.
What does AlphaForge actually do?
AlphaForge works across four business pillars: CRM & Automation, Retention & Lead Generation, Valuation & Reputation, and Strategy & Implementation. Those services are powered by a connected Legal Intelligence platform for law firms.
Is AlphaForge just an AI receptionist?
No. Voice, chat and intake are execution interfaces inside a larger operating and intelligence system. AlphaForge also connects acquisition, follow-up, reputation, governance, implementation and revenue context across the firm’s chosen systems.
Do we have to replace Clio or MyCase?
No. If your current system meets your needs, keep it. Your retained practice-management platform remains the legal system of record. Connections and handoffs depend on your software, permissions and agreed scope. Choosing AlphaForge CRM or case management is optional.
Can AlphaForge replace our current CRM or case management software?
Yes. We can provide either or both. We first review how your firm works, what records need to move and which features you rely on, then agree on the scope before you switch.
What is AlphaForge Legal Intelligence?
It is the connected context and operating layer across acquisition, firm workflows, governance, relationships and revenue. Practice-specific intelligence adds the workflows, qualification logic and operating context unique to an area of law. AlphaForge’s current deepest specialization is Estate, Probate & Inherited Property Intelligence.
Does AlphaForge provide a formal law-firm valuation?
No. AlphaForge helps build systems, reputation, operating intelligence and revenue quality that can contribute to a stronger and potentially more valuable firm. It does not determine what a firm is worth or guarantee an increase in value.
How much does AlphaForge cost?
$500 one-time setup, then $500/month on Basic, $1,000/month on Pro or $2,000/month on Ultra. Basic is Marketing Funnel & Lead Tracking with no AI agents. Pricing is flat, with no per-call, per-minute, per-seat or per-agent overages.
When does the subscription start?
AlphaForge builds the agreed implementation first. The firm tests it against the scoped workflow, and the recurring subscription starts after approval. Material migrations, provider reviews and custom integrations are scoped separately.
Can AlphaForge access all of our firm's data?
No. Access is scoped to the systems, data, roles and workflows authorized for the implementation. AlphaForge does not treat a model prompt as the security boundary or give an agent unrestricted authority across the firm.
Who controls what the AI can do?
The firm sets the approved source of truth and escalation rules and controls whether its receptionist runs, its hours and where calls forward. These are configuration controls. A queue for approving individual proposed AI actions is planned, not a current capability.
Can AlphaForge guarantee that a breach will never occur?
No responsible technology provider can make that guarantee. AlphaForge reduces and manages risk through layered controls, scoped access, tenant-aware application boundaries, governed automation, reviewable activity and incident-response processes.
Free AI Discovery Snapshot
See whether AI answers surface your firm—and what prospects find next.
We review a bounded sample of relevant AI answers and cited sources, legal-directory consistency, practice-page authority, and the path from discovery to inquiry.
Two required fields. No card and no call required. The Snapshot reports observations and gaps; it does not promise rankings, leads, retained matters or revenue.