Every new case, captured the first time.
Calls, web forms, referrals and documents land on one intake record with the source attached — scored, organised and ready for an attorney to decide.
Where the hours go
What this stage costs a firm today.
The same client details get typed into several systems before the case is even open.
Phone, web form and referral each produce a different fragment, in a different inbox.
Retainers wait on a printer, a scan and a chase.
How Omnis carries it
Intake, carried by five products on one record.
Step 1: Capture and score the lead
Intake intelligence scores leads, tracks where each one came from and centralises the case details — built for multi-party accidents where generic CRMs fall apart.
Open CasePro CRMStep 2: File what they send
Documents the new client emails, scans or uploads are sorted into the right matter, named by your conventions, with names, dates and policy details extracted.
Open AutoDocStep 3: Sign the retainer
Clients review and sign by email or SMS, on any device, without creating an account — and the signature syncs to the CasePro record.
Open OmnisProofStep 4: Answer every call
Calls, texts and voicemail are logged against the caller and the matter as they happen; after hours, a voice agent works inside limits the firm writes down, takes a message and hands the caller to a person.
Open Omnis VoiceStep 5: Keep the first conversation
The intake call is transcribed and summarised, with follow-up tasks created and assigned.
Open CaseNotes
Before and after
The same work, without the busywork.
TodayClient details re-keyed into each system
With OmnisEntered once, on the intake record every product reads
TodayLead source lost or guessed
With OmnisTracked on every intake, so you can see which sources sign
TodayRetainer printed, signed, scanned and filed
With OmnisSigned on the client's phone and stored against the matter
TodayCall notes on whatever was nearest
With OmnisA transcript, a summary and the tasks that came out of it
From the product pages
The products
What runs intake.
The command center built for PI domination — the legal operating system for firms that want to win.
Your 24/7 document intelligence command center — the daily flood of documents and attachments, handled.
Secure, compliant, frictionless e-signatures with full audit trails.
The firm’s phone system: every call, text and voicemail logged against the matter, with AI voice agents for the hours nobody can staff.
Every call and meeting captured — spoken words become notes, tasks, and billables.
Next step
Start with intake.
Omnis is in early access. Add your firm to the list and we will be in touch — or talk to us now.