Does Conduit integrate with Clio / MyCase / PracticePanther?

Clio: webhook + API integration. MyCase, PracticePanther, Smokeball: webhook integration. Most legal PMSes expose enough webhooks to push case events into Conduit.

Confidentiality and attorney-client privilege?

Conduit Atelier signs confidentiality + DPA. Encryption at rest and in transit. Don't store privileged case strategy in Conduit; keep it in your PMS / practice file. Conduit is for marketing comms + client status, not legal work product.

Retainer / trust accounting?

Conduit Docs handles retainer payment via Stripe (advance fee). Once paid, funds need to be transferred to IOLTA / trust account per your jurisdiction's rules. Conduit doesn't hold trust funds.

Lead-to-consult speed-to-lead?

Under 60 seconds for auto-text and auto-email response. Phone call routing to on-call attorney is also configurable.

Practice area templates?

Conduit ships templates for PI, family, criminal defense, employment, immigration. Bamberg Digital Atelier engagements customize them for the specific firm.

Referral-partner nurture sequences?

Yes — long-cycle (6-24 month) sequences for referral partners. Multi-channel touches across LinkedIn, email, occasional direct-mail (via Lob integration on Atelier).

ABA model rule compliance?

Conduit's outbound features are compatible with ABA Model Rule 7.3 (anti-solicitation) when configured to target referral partners and not direct prospective clients. Final compliance is the firm's responsibility.

Solo / small firm: 2 weeks. Mid-size firm: 4-6 weeks (PMS integration + role-based access setup adds time).

For law firms

Marketing automation for law firms

Lead intake, client communication, case-status updates — built for solo + small-firm practices that need automation without burning their nights on tooling.

The law firms marketing problem

We've worked with law firms operators. Here's what keeps breaking.

Lead-to-consult conversion needs speed

Personal injury and family law leads convert when called back within 5 minutes. Conduit auto-text and Auto-DM responds in under 60 seconds 24/7.

Client communication is mostly email + phone

Most CRMs aren't built for legal's communication pattern. Conduit's unified inbox covers email + phone (via Twilio) + SMS + DMs.

Intake forms and engagement letters live in PDF hell

Intake forms emailed as PDF, signed back as scan. Conduit Docs handles intake + engagement letter via magic-link with retainer payment.

How Conduit fits law firms

Inbox (lead intake speed)

Inbound lead from website form / paid ad / phone call triggers instant auto-text + auto-email. Routes to attorney on call.

Docs (intake + engagement)

Send intake forms, fee agreements, retainer payment links via magic-link. ESIGN-compliant audit log.

Outreach (referral nurture)

Long-cycle nurture for referral partners (other attorneys, financial advisors, doctors). Birthday + practice-anniversary touches.

Flows (case-status updates)

Webhook from practice management software (Clio, MyCase) → trigger client SMS / email on case milestones (filed, served, hearing scheduled).

Publisher (thought leadership)

Schedule LinkedIn posts, blog content (via webhook to firm site), client-education videos to IG / TikTok / FB.

Analytics (per-attorney ROI)

Marketing source → consultation → engaged-client conversion per attorney. Useful for firm-level commission / origination tracking.

Speed-to-lead is the legal marketing KPI

Legal marketing data is consistent: prospective clients (especially in PI, family, criminal) call multiple firms simultaneously. The firm that responds first wins. Industry data: 78% of clients hire the first attorney they speak with; response-time over 5 minutes drops conversion 80%.

Conduit Inbox + Flows handle this natively. Inbound lead (web form, paid ad form, phone call) fires a Flow within seconds: instant auto-text acknowledging receipt, calendar link for free consult, routing to on-call attorney for a callback. Most law firms see 20-40% conversion lift just from response-time improvement.

The referral partner nurture playbook

Mid-size firms get 40-60% of their matters from referrals. Most don't systematize the referral relationship — they hope it keeps flowing. Conduit Atelier's referral-nurture playbook:

Map referral sources (other attorneys, financial advisors, doctors, real estate agents) into contact graph.
Birthday touch, practice-anniversary touch, holiday touch via SMS + email.
Quarterly thought-leadership content sent to referral list.
Annual hand-written note via Conduit's Lob integration (Atelier add-on).

Standard implementation: $4,500 setup. Most firms see materially increased referral matters within 6-12 months.

Composite scenarios

Hypothetical agency scenarios drawn from real engagements. Names are illustrative.

Composite: 3-attorney PI firm

Personal injury firm, $200k/mo on paid search + TV. Stack: Clio + Mailchimp + manual phone calls for lead intake.

Conduit Atelier for instant auto-text on inbound leads. Lead-to-consult conversion up 28%. ROI in 30 days.

Composite: solo family law attorney

Solo practice, 30 active matters. Marketing was "Google ads + word of mouth". Spending 6 hours/week on marketing admin.

Conduit Growth automated intake forms, retainer payment, client status updates. Reclaimed 4 hours/week. Took on 5 more matters.

Composite: 12-attorney litigation firm

Mid-size litigation, complex referral network. Needed long-cycle referral partner nurture + thought leadership presence.

Conduit Atelier for multi-channel referral nurture (LinkedIn + email + occasional handwritten note via Conduit's direct-mail integration). 18% increase in referral-source matters in year 1.

Right-sized pricing for law firms

Solo / 2-attorney firms: Growth ($397/mo). Mid-size firms (5-15 attorneys): Atelier ($997/mo). Typically replaces Mailchimp + manual intake + Clio Grow ($99/mo) — net savings $50-$200/mo plus speed-to-lead improvement.

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law firms — FAQ

Does Conduit integrate with Clio / MyCase / PracticePanther?: Clio: webhook + API integration. MyCase, PracticePanther, Smokeball: webhook integration. Most legal PMSes expose enough webhooks to push case events into Conduit.
Confidentiality and attorney-client privilege?: Conduit Atelier signs confidentiality + DPA. Encryption at rest and in transit. Don't store privileged case strategy in Conduit; keep it in your PMS / practice file. Conduit is for marketing comms + client status, not legal work product.
Retainer / trust accounting?: Conduit Docs handles retainer payment via Stripe (advance fee). Once paid, funds need to be transferred to IOLTA / trust account per your jurisdiction's rules. Conduit doesn't hold trust funds.
Lead-to-consult speed-to-lead?: Under 60 seconds for auto-text and auto-email response. Phone call routing to on-call attorney is also configurable.
Practice area templates?: Conduit ships templates for PI, family, criminal defense, employment, immigration. Bamberg Digital Atelier engagements customize them for the specific firm.
Referral-partner nurture sequences?: Yes — long-cycle (6-24 month) sequences for referral partners. Multi-channel touches across LinkedIn, email, occasional direct-mail (via Lob integration on Atelier).
ABA model rule compliance?: Conduit's outbound features are compatible with ABA Model Rule 7.3 (anti-solicitation) when configured to target referral partners and not direct prospective clients. Final compliance is the firm's responsibility.
Migration timeline?: Solo / small firm: 2 weeks. Mid-size firm: 4-6 weeks (PMS integration + role-based access setup adds time).