Trust · Will · Probate
Estate planning
When the lead is a 72-year-old who just lost a spouse, a 20-page PDF is the wrong answer.
78%
of leads choose the firm that calls them back first.
Harvard Business Review
21×
drop in conversion when callback waits more than 30 minutes.
MIT Lead Response Study
70%
of intake forms are abandoned mid-flow on legacy PDFs and 12-page web forms.
NorthernPlus customer data
Everything you need to
turn a lead into a signed client.
AI decisioning agent
Rates every lead 1–5 stars with written reasoning the second it lands. Routes to a human or dispatches a voice agent based on listeners you define.
Tuned to the practice areas with the highest stakes.
Form templates, AI scoring rubrics, and voice scripts purpose-built for the four practice areas where speed-to-lead and intake quality move the most money.
Questions law firms actually ask.
Practice-management, bar-ethics, and matter-handling specifics. For general questions, see the main FAQ.
Kateai identifies the shared fields across matters and builds one bespoke form for the engagement. The client fills out their name, address, and date of birth once, even if you're handling their estate plan, a property closing, and a trust update. Each matter still gets its own audit trail and conflict check; the client just doesn't see the seams.
Yes. Co-edit is a first-class feature. Your team can correct a typo, add a clarification, or fix a mis-mapped address while the client is mid-form. Every change is captured with timestamp, editor, and version, in an audit trail your bar association can review.
Joai does intake, not legal advice. Joai identifies as an AI agent at call start, captures consent, and stays strictly within the qualifying questions your firm authorizes. State bars that have weighed in on AI client intake (most through ethics opinions on chatbots and screening tools) have approved the use case when the AI is identified, supervised, and limited to non-advice screening.
We recommend looping in your malpractice carrier and your state bar's ethics hotline before launch. We're happy to participate in those conversations directly.
Yes. NorthernPlus is practice-management-agnostic. We work with whatever software your firm picked last decade and whatever you migrate to next. Specific integration depth varies by platform; ask in your demo for the current state for your stack.
You're our cleanest install. NorthernPlus handles intake end to end: lead capture, scoring, voice intake, form, conflict check, document upload, and matter creation. You can run a small firm on NorthernPlus alone, or layer practice management on top later.