Lawyer sitting at a clean wooden desk reviewing documents

Solutions for Legal

Win more clients by being the firm that actually follows up.

Most leads call three firms and hire the one that responds first. SurfBloom automates your intake follow-ups, review requests, and client communication so you're never the firm that called back too late.

Empty law office at night with desk lamp on

Intake Assistant

11:42 PM (After Hours)

Hi, I was rear-ended on my way home from work today and I don't know what to do next. Do you handle car accidents?

I'm so sorry to hear that, but you're in the right place. We handle personal injury claims. Are you currently safe and receiving medical attention?

Yes, I'm home now but my neck hurts.

Understood. Let's get you on the phone with one of our attorneys first thing in the morning. Does 9:00 AM work for a free consultation?

An AI receptionist that never clocks out

Every missed call and after-hours message gets handled instantly. SurfBloom's AI chatbot responds to inquiries, answers common questions, captures lead information, and books consultations — all using your firm's name, tone, and practice areas.

Your prospects think they're talking to your office. You see the full conversation waiting for you in the morning.

Learn more about AI Chatbot

Calm morning ocean reflecting dawn light

The power ofbeing first.

When someone needs a lawyer, they don't leave voicemails. They call down the list until someone answers. Be the firm that never misses a lead.

Every text and message in one inbox

Stop checking three apps to see who reached out. SurfBloom pulls all your client conversations into a single inbox — SMS, webchat, and more in one thread per contact.

Your whole team can see the history, pick up where someone left off, and respond without asking "did anyone already call them back?" Every conversation links to the contact record so context is never missing.

Learn more about Conversations

Paralegal at a desk with dual monitors mid-conversation

Inbox

Robert Mitchell

Did you receive the forms?

Elena V.

Thank you so much!

Did you receive the intake forms I emailed over?

Yes Robert, we have them! Our paralegal is reviewing them now and we will follow up this afternoon.

Type a message...

Lawyer and client shaking hands in a conference room doorway

Harrison Legal Group

Hi Michael! We are so glad we could get your case resolved favorably. If you have a minute, we'd appreciate a Google review!

review.link/harrison-law

More five-star reviews on autopilot

The firms with the most reviews win local search. When a client opts into your messaging, a workflow handles the rest — a personalized text goes out after a case wraps with a direct link to your Google review page.

AI writes the message using the client's name and matter context so it reads like a personal follow-up, not a mass blast. Didn't leave a review after five days? A gentle nudge goes out automatically. Left one? A thank-you message fires.

Learn more about Reviews

Your team's entire to-do list in one board

Every follow-up, callback, and handoff becomes a task your team can see on a shared board. Table, Kanban, or Calendar — pick the view that works.

Each task links to the client, review, or conversation that created it so nobody asks "which case was this for?" Built-in messaging lets your team discuss tasks without switching apps.

Learn more about Tasks

Small legal team standing around a conference table discussing cases

Urgent Follow-ups

2 Tasks

Call back new lead: Sarah M.

Overdue by 1hr

Send engagement letter to Tom

Assigned to Paralegal