Compare legal intake workflows with Omni
AI employees prepare intake and conflict flags for your firm to review and approve. Legal decisions stay with your firm.
A person reviews your request. We scope the workflow with you.
Which one fits
Pick Omni
you want after-hours intake captured and drafted before the next business day, with attorney approval.
Pick Typical stack
you need case management, trust accounting, and a client portal in one purchase today.
Use both
keep Clio or MyCase for matters and billing. Omni intake drafts run beside them after a scoped setup.
Side by side
| Job | Omni Studio | Typical stack |
|---|---|---|
| Intake capture | PartlyIntake drafts prepared by request | YesIntake forms and CRM by tier |
| Conflict flags | PartlyPossible matches flagged for review | PartlyConflict tracking on higher tiers |
| Case management | NoMatters stay in your practice system | YesCore of Clio and MyCase |
| Client portal | NoPortal stays in your practice tool | YesPortals included by tier |
| Billing and trust | NoTrust accounting stays in your trust tool | YesBilling and trust accounting |
| Client payments | PartlyInvoice card pay through Stripe | YesLawPay and built-in payments |
| E-signature | PartlyNeeds your own DocuSign account | YesUnlimited signing on MyCase Pro |
| Phone intake | PartlyMia set up by request for intake drafts | PartlyCall logs and answering partners |
| Follow-up drafts | PartlyDrafted for attorney approval | YesWorkflows and automations |
| Approval before sending | YesClient messages wait for your firm | NoAutomations send from the system |
| Published price | YesPilot $497 a month on Pricing | YesPer-user list prices published |
| How to start | PartlyBy request, scoped per firm | PartlyTrials and demos by vendor |
Typical stack facts come from its own public pages, dated in Sources. Omni facts come from omni.studio. Yes means the job is covered. Partly means part of the job stays in the other tool.
What it costs
Omni Pilot is $497 a month. Custom Build is from $4,500 a month. Enterprise: talk to a person. As on the pricing page. This industry starts by request, so there is no free self-serve workspace here.
Typical stack: MyCase Basic $50, Pro $100, Advanced $130 per user billed annually. Clio plans start at $49 per user. LawPay $19 a month plus processing. Read October 21, 2026. See Sources.
What the front-office work is worth a month
- Missed calls turned into jobs (profit)About 0.2 extra jobs a month$111
- Staff hours taken onAbout 117 hours a month across front desk, scheduling, admin, and billing$3,413
- Agency work replacedSEO, reviews, social, ads, and content$1,143
- Apps and tools retired$1,406 a month of tools today$281
- Answering service replaced$240
- Owner time back17 hours a month at $75 an hour$1,299
Estimated value a month$6,487
Of that, cash a month$1,775
Omni Pilot a month$497
Pays for itselfMonth 1
- Missed calls turned into jobs (profit)About 0.5 extra jobs a month$278
- Staff hours taken onAbout 286 hours a month across front desk, scheduling, admin, and billing$8,624
- Agency work replacedSEO, reviews, social, ads, and content$2,370
- Apps and tools retired$3,515 a month of tools today$703
- Answering service replaced$640
- Owner time back26 hours a month at $75 an hour$1,949
Estimated value a month$14,563
Of that, cash a month$3,991
Omni Pilot a month$497
Pays for itselfMonth 1
- Missed calls turned into jobs (profit)About 1.3 extra jobs a month$667
- Staff hours taken onAbout 572 hours a month across front desk, scheduling, admin, and billing$17,248
- Agency work replacedSEO, reviews, social, ads, and content$4,470
- Apps and tools retired$8,436 a month of tools today$1,687
- Answering service replaced$1,280
- Owner time back35 hours a month at $75 an hour$2,598
Estimated value a month$27,950
Of that, cash a month$8,104
Omni Pilot a month$497
Pays for itselfMonth 1
Estimate only, for a law firm business. It is not a promise or a customer result. Staff hours count as freed capacity, not cash, unless you cut hours. Custom Build from $4,500 a month changes the payback month.
Assumptions and sources for this estimate
The math is the cautious case from Omni value model v3 (model.py, October 21, 2026). Industry defaults on this page: 17 inbound calls a week for a small business, 20 percent missed, an average first job of $1000, a 53 percent gross margin, and $1406 a month of tools today. Size changes call volume, staff counts, agency spend, and tool spend by the model factors (small 1, mid-size 2.5, multi-location 6 for calls and tools).
Pay rates are US Bureau of Labor Statistics medians (May 2025): receptionists $18.27 an hour, dispatchers $24.20, administrative assistants $22.86, and bookkeeping clerks $24.36, loaded by 1.429 because BLS Employer Costs for Employee Compensation (June 2026) puts wages at 70 percent of private employer compensation cost. Agency defaults follow the model sources: SE Ranking and Ahrefs SEO pricing surveys, Sprout Social, WebFX, and ClicksGeek (vendor estimates, 2023 to 2026). An owner hour is valued at $75. Omni prices are from the pricing page. Your numbers will differ. Run your own on the cost calculator.
One sample job: a new intake at 7:50 p.m.
AI employee Mia prepares the intake draft and a possible conflict flag. Your firm reviews and approves.
A web form came in after hours. Prepare the intake draft and flag anything to check.
Switching is easy
Request access
Tell us about your business. We confirm what the workspace covers before any live work.
Bring your records
Import intake questions and matter lists by CSV, or keep a tool and we connect it during setup. Pilot includes setup and import help.
Approve the first drafts
AI employees draft. You approve each message and change until you trust the pattern.
Details
Details: tool prices, where each side is stronger, and what stays with you
Tool by tool, with list prices
- Practice management (MyCase). Basic $50, Pro $100 and Advanced $130 per user a month, billed annually ($60, $120 and $150 billed monthly). Omni: Partly covered. Omni covers intake, conflict checks and matter coordination in its legal workspace, on request. Billing and the client portal stay in your practice tool until you check Omni's coverage.
- Client payments and trust accounting (LawPay). A $19 a month plan. Card processing 2.99% plus 30 cents per transaction. American Express 3.90% plus 30 cents. Omni: Not covered yet. We check the apps, permissions, and records your workflow needs during setup. 1,500+ apps are available through Composio; a listed app does not confirm every action or a working connection for your account. Trust accounting stays in your trust tool.
- Card payments (Stripe). 2.9% plus 30 cents per domestic card payment, pay as you go. Omni: Connects to. Card payments run through Stripe.
- E-signature (DocuSign). Personal $11 a month (annual commitment $132). Standard $30 per user a month ($360). Business Pro $45 per user a month ($540). Omni: Connects to. DocuSign signing is with your own account. Live use requires your own account and a verified provider test.
- Intake forms and lead pipeline (Lawmatics). Not published on the pricing page read on October 13, 2026. The page offers a sales contact. Omni: Partly covered. Omni has legal intake and qualification in its workspace, on request.
Prices are list prices from each vendor public page on the date in Sources. Replaces means Omni covers the same job in this workspace today. Partly covered means part of the job stays in the tool. Connects to means you keep the tool and we connect it during setup. Not covered yet means the job is not in the workspace yet.
MyCase: intake forms and a client portal
MyCase says it sends customizable online intake forms to new clients and offers a client portal (mycase.com, read October 13, 2026).
Filevine: LOIS, a legal AI platform
Filevine describes LOIS as legal AI software, and it invites visitors to start a free trial of LOIS (filevine.com, read October 13, 2026).
What stays under your control
Sending, signing and changing client records wait for your approval. Each decision is recorded, and signing stays with the attorney.
Frequently asked questions
Is the legal workspace available now?
Tell us the practice areas you handle, and we will say what the workspace covers today.
Does Omni connect to LawPay or MyCase?
We check the apps, permissions, and records your workflow needs during setup. 1,500+ apps are available through Composio; a listed app does not confirm every action or a working connection for your account.
Can an AI employee send or sign a document on its own?
No. Sending, signing and changing records wait for your approval.
What does Omni cost?
Can I move my client records over?
Yes, for the intake and matter records the workspace covers. We help with setup and CSV import, which the Pilot includes. Ask us to review your file before you move client records.
Sources
- MyCase pricing, read October 21, 2026.
- MyCase home page, read October 21, 2026.
- LawPay pricing, read October 21, 2026.
- Lawmatics pricing, read October 21, 2026.
- Filevine home page, read October 13, 2026.
- DocuSign pricing, read October 21, 2026.
- Stripe pricing, read October 21, 2026.
- Omni pricing, read October 21, 2026.
- Omni legal workspace, read October 21, 2026.
Compared on October 21, 2026 from public information. Competitor facts come from each vendor's own public pages. Omni facts come from omni.studio. Spot something out of date? Tell us on the contact page.
Request access for your firm
Tell us your practice areas and systems. We will say what we can scope today.