Every hour spent on admin is an hour you can't bill.
Client intake, scheduling, and status updates are necessary — but they're not the work you're actually paid for. Socieva builds the AI layer that handles the administrative front door of your practice, so your team's time goes to the work that bills.
The parts of the practice that aren't billable.
- Answering the same intake questions on every new inquiry
- Back-and-forth emails to find a meeting time
- Manually sending clients a status update on their matter
- Chasing missing documents or information
- Logging engagement details across email, calendar, and notes
- Intake questions collected automatically, before the first call
- Scheduling handled without the back-and-forth
- Status updates sent to clients on a set cadence, automatically
- Automatic reminders for outstanding documents or information
- One system of record for engagement details, kept up to date
Inquiry → intake collected → meeting scheduled → client kept updated without a manual email.
This is the shape of what we build, not a specific result from a specific client — Socieva doesn't publish client outcomes without their permission. Send us your actual intake and update process and we'll map what this looks like for your firm specifically, for free.
We automate the admin. We don't automate the advice.
Collecting intake information, scheduling, and routine status updates are repetitive and rule-based — automate them. The actual professional judgment — the advice, the strategy, the client relationship — stays with your team. The system's job is to clear the admin off their desk so more of their day goes to it. If you want to see how we draw that line before proposing anything, start with how to map a workflow yourself.
Common questions.
How is our client information handled?
Information moves between systems you already own and control, with access scoped to exactly what the workflow needs and set out in writing during the audit. Judgment stays with your team by design — the system only sees what it needs to do the work.
Will it work with our practice management software?
If your software can send notifications, export data, or expose an API, we can connect to it. We map your actual stack during the audit and build the right integrations. If it's a closed system, we'll tell you honestly what's possible.
What does intake automation cost?
The workflow audit is $499 and is credited in full against a build commissioned within 60 days. A single-workflow build typically runs $2,500–$6,000 depending on complexity, and care plans start at $500/month. See the full pricing breakdown.