CaseLoad Select does. The Screen is fully AI-operated and managed on your firm's behalf. Your team never has to learn, install, or run anything.
The ACTS Method · Screen
Every inquiry.Screened and scored.Nothing out of view
Every inquiry from a CaseLoad-managed path arrives as a lawyer-ready brief. Your team sees the situation, the priority, and the commercial context before the first callback.
Every inquiry costs the same attention
Not every inquiry carries the same weight.
Every practice has a value spectrum. A small share of matters carries most of the value.
CaseLoad Select starts by naming the difference. The firm's Desired Client and Matter Definition states, in plain language, the work the firm wants more of. The Screen applies that definition to every inquiry it touches.
1 · RoutineThe work that keeps the lights on.
2 · StandardReliable matters, modest margins.
3 · Good fitWorth the lawyer's time.
4 · Strong fitThe matters that build the practice.
5 · DesiredThe matters worth clearing the calendar for.
Value
The intake layer of the ACTS Method
Context before the callback.
The CaseLoad Select Screen is the AI-operated intake layer inside the ACTS Method. It organizes every inquiry into a structured brief, assigns a priority band against the firm's own definition of desired work, and presents the context a lawyer needs before responding. Every inquiry arrives ranked, the lawyer selects, and the firm signs better cases.
Nothing is discarded and nothing is auto-declined. Every inquiry stays visible with its context attached.
The Screen prioritizes attention. The lawyer decides what happens next.
A demonstration brief
A clearer starting point for every inquiry.
Your team sees the situation, the reason for its priority band, commercial context, and the questions to ask next. Nothing is discarded. The brief organizes attention before the lawyer decides.
1
Confidence and gaps
How complete the picture is, and the fields the intake could not capture.
2
Captured context
Contact details with their source attached. Nothing gets re-asked.
3
The matter
What the lead is looking for help with, classified from the inquiry and shown in plain language.
4
Priority band
How quickly the firm should respond. Band A means call first.
5
The guardrail
What the brief does not assert. The classification waits for lawyer confirmation.
6
Decision
The situation in one plain sentence, ready for lawyer review.
7
Why Band A
The reasoning behind the priority, shown openly.
8
Factor scores
Value is commercial potential. Simplicity is how straightforward the facts look. Urgency is time sensitivity. Readiness is how prepared the lead is. Higher is always better.
9
Commercial angle
The fee range this matter could support. An internal estimate, never a quote.
10
Primary likely work
The work the matter will most likely require from the lawyer.
11
Likely add-ons
Related work the lead may not be aware they need. Upsell openings, flagged early.
12
Call preparation
Tips from the Screen intelligence for how to approach the lead on the callback.
A worked example.
1
SCORING ANALYSISHIGH CONFIDENCE85% COMPLETE
Missing fieldsWhen do you need help?Do you have brand, software, or other IP to protect?
2
Contact (NAP)
NameAlex MorganCaptured in intake
Phone416 555 0148Captured in intake
Postal codeM5V 2T6Captured in intake
Emailmorgan@test.caCaptured in intake
3
CaseLoad Select · Lawyer triage
Business Advisory
Business setup with co-founders. Classification inferred from the inquiry and presented for lawyer review.
Brief built from 19 facts: 18 captured in follow-ups, 1 inferred from context.
4
BAND A · CALL FIRST
REVIEW PRIORITYSame-day
5What this brief deliberately does not assert
The matter classification above was inferred from the inquiry description and has not been confirmed by the lead.
Inquiry receivedBack to queue ←
6
Decision
Corporate advisory: new business setup with co-founders.
Multiple high-value facts are present in the inquiry. Worth prioritizing for a lawyer callback.
7
Why Band A
High readiness
Clear next step, shared planning need, and an active business decision.
8
Value6/10
MODERATELikely business advisory work with defined commercial scope.
Simplicity8/10
HIGHCurrent facts appear straightforward to assess on the first call.
Urgency4/10
MODERATETime sensitivity is signalled. A same-day callback is useful.
Readiness8/10
HIGHThe inquiry contains the context needed to prepare the first call.
Commercial angle & call preparation
9Commercial Angle
$3,250 to $7,750
Internal scope estimate, not a quote.
10Primary likely work
- Shareholder agreement drafting
- Ownership and equity structuring advice
- Corporate structure and incorporation guidance
11Likely add-ons
- Incorporation and corporate structure advice
- Annual corporate maintenance retainer (minute book, annual filings)
- Employment agreements as headcount grows
12
Call preparation
Open with
- Confirm what the business does and who the customers are.
- Confirm each founder's role and how ownership has been discussed.
- Confirm the timeline. This week, this month, or later.
Determine next
- Ownership split, timing, and decision authority.
- Budget expectations, anchored against scope.
- Whether any founder is already incorporated.
Do not quote until
- Entity facts and anticipated scope are clear.
- Federal versus provincial incorporation is decided.
- Vesting and exit terms have been discussed.
Run it yourself
Produce a report like that one.
Walk a sample inquiry through the Screen below. It scores the inquiry, bands it, and returns the same kind of report shown above. Five questions, about five minutes, nothing to prepare.
From any door to one decision
One managed path in. One clear priority out.
CaseLoad Select creates demand through brand, website, search, local presence, content, and paid media. Every managed path feeds the same mechanism, and every inquiry leaves with a priority band.
1 · Managed paths in
Website widget
Phone voice intake
SMS
Meta messagingIn development
The Screen
Captures the context and reads every inquiry against the firm's definition of desired work.
2 · Priority out
A
Call first
Strong alignment and the clearest case for acting on it first.
B
Standard callback
Good alignment. Follows the firm's normal callback standard.
C
Standard cadence
Visible and structured, without displacing higher priorities.
D
Refer eligible
Refer, take, or pass with full context. Never an automatic decline.
Band A means strong alignment. The band guides the next action. It never makes the legal decision.
Configured by your firm
The Screen judges inquiries against your definition of the work you want.
What the Screen applies is yours. The practice direction, the matter profile, the commercial floor, and the boundaries all come from the firm's own Desired Client and Matter Definition.
Two firms can receive the same inquiry and see different bands, because each firm defined different work. The definition is set once, reviewed when the practice changes, and applied to every inquiry in between.
You can draft your definition now. It takes about fifteen minutes.
Write your own definition
Draft your Desired Client and Matter Definition.
Eight steps. One decision at a time. Plain language throughout. The exercise does not score your answers. The result is a printable brief built from your own words, with no email required to see it.
Bring your draft to a conversation and we will pressure-test it together. Start a conversation.
Working inside the model
One pillar of four.
AuthorityMake the right clients recognize why the firm matters to them.
CaptureBuild the presence that helps the right clients find the firm.
TargetDirect paid demand toward the matters the firm wants more of.
ScreenOrganize inquiry context before lawyers select what happens next.
All four run at the same time, from the first month. That is the ACTS Method.
Questions about the Screen
Clear answers before the first inquiry.
No. It covers the gaps people cannot, like evenings, weekends, and busy lines. Your team keeps every judgment call that matters.
The Screen captures every inquiry as it arrives, qualifies it, and holds it ready. The lawyer reviews the full picture on the next working morning.
Always. The Screen gathers context and presents it clearly. The lawyer selects which matters move forward, and signs the ones worth signing.
A professional intake experience and a clear next step, every time they reach out. The kind of first impression your firm would want to make itself.
It is answered in that language, and the brief arrives translated into English. The original-language text stays preserved in the raw transcript for reference.
It is your firm's written definition of the clients and matters you want more of. The Screen reads every inquiry against it, and the rest of the marketing work is built around it. You can draft yours on this page in about fifteen minutes.
CaseLoad Select
Select better cases that
Select better cases that
build the practice you want
Start with a conversation about the clients, matters, and growth priorities that should shape your firm's next chapter.
Start a conversation