Textivo.
Industries · Legal · Law firms

Sign more cases with AI texting.

AI texts every intake lead in seconds, screens for the facts that matter, and books the consult. Your intake team signs the retainer.

01

Leads

Web forms, TV, referrals, old inquiries.

02

AI texts & screens

What happened, when, injuries, representation. Every reply.

03

Consults

Booked with intake or an attorney.

04

Signed

Consult → qualified → retained, on one board.

One system

Six tools to sign more cases with AI texting.

1

Generate more leads.

Upload a mass tort or targeted list. AI texts every one, screens for eligibility, and tells you who qualifies.

Claimant list7,214 contacts
AI
Qualifies72 this week
2

Convert intake leads to consults.

A lead fills out your form at 11 PM. AI texts them in seconds, gets the facts, books the consult before the next firm calls.

Intake leadweb · TV · referral
AI
Texted in 4sscreened, booked
3

Sign every retainer you sent.

Export every retainer sent and not signed. AI texts the list, answers the hesitation, gets the e-sign or books the attorney call.

Retainers out31 this week
AI
Signed24
4

Turn old inquiries into signed cases.

Every lead that didn't sign, every 'let me think about it'. AI texts them again and finds who's ready.

Old inquiries4,860 · unsigned
AI
Back in play296 replied
5

Book consults with intake or attorneys.

AI offers open slots and books the one they pick, phone or in office. No-show, it rebooks.

Screened leadfacts · date · injuries
AI
ConsultTue 1:00 · intake
6

Case updates and client check-ins, at scale.

One text to every client in a tort: status update, document request, settlement news. Replies land in your inbox.

Case updateto 1,900 clients
1,900 clients140 replies
Setup

Tell it what you sell. It builds the rest.

Answer a few questions about your offer. The AI writes the messages and the follow-ups in your voice, sets up the agent with your 3 qualifying questions, and connects your calendar. Edit anything.

Messages
3 TOUCHES · 3 DAYS✦ written by AI
DAY 1 · HOOK
Hey Rosa, it's James with [company].
DAY 1 · PITCH
Are you still interested in [offer]?
DAY 3 · FOLLOW-UP
Still open to it, Rosa?
AI agent
James · AI agent
● Answers every reply
Find interestQualifyBook
Qualifies on budget · timeline · reason. Books on Daniela's calendar.
Close

From reply to signed.

Every lead lands on one board. The AI fills the first three stages. Your intake team works the rest.

Intake · Cases
LEADCLOSE
›
Reply180
Rosa M. · auto
T. Nguyen · slip & fall
J. Carter · work injury
›
Qualifies72
D. Patel · auto
M. Lopez · dog bite
A. Kim · auto
›
Consult44
Rosa M.Tue · 1:00
T. NguyenWed · 10:00
›
Retainer sent31
D. PatelSent · Oct 20
M. LopezSent · Oct 21
›
Signed24
A. KimE-signed
J. CarterE-signed
Treating19
S. Brown✓ Won
P. Diaz✓ Won
From the AIYour intake team

Click text. The whole thread is there.

What happened, when, injuries, representation. You pick up where the AI left off.

Pipeline
Qualified15
Tate's Creations
Kovalchuk Constr.
Tate's CreationsQualified
Hey Tate, it's James with [company].
hey what's up
Are you still interested in [offer]?
yeah, depends on price
What's your budget per month?
2 to 4k
AI agent · qualified 3 of 3
Tate, James here. Got a slot Thu 2pm?
Type a messageSend

Click call. From the number they know.

Recorded, transcribed, logged on the lead. Wrap-up moves the stage.

Pipeline
Booked11
Pattersons Home
Affinity Contracting
Connected
Pattersons Home
Calling from the number they texted with
02:41
MuteHoldTransferEnd
After the call: recording · transcript · wrap-up → Follow up
Power dialer

Pick the stages. Call them all.

Select a group of stages and the dialer works through every lead in them, one after the other. Less dialing, more conversations.

Power dialer
CALL THESE STAGES
Reply48
Interested41
Qualified15
Booked11
Follow up6
▶ Dial 104 leads
Calling 23 of 104Connected
Spokane Blinds
Interested · replied Oct 12
01:12
Austin AllenConnected · 3:40
Paul CafoneVoicemail
Tate's CreationsConnected · 5:02
Kovalchuk Constr.Next
InterestedCallbackNot nowSkip
Dialed
23
Connected
9
Time
38 min
The claimant

Claimant, facts, consult. One card.

Name and case type, the 3 answers the AI collected, the consult. Call, text or email from here.

Claimant
Rosa MartinezConsult
Auto accident · Oct 12 · (813) ••• 0190 · web form
QUALIFIERS
Fault✓ Rear-ended, police report
Injuries✓ Neck and back, ER visit
Represented✓ No
APPOINTMENT
Tue, Oct 21 · 1:00 PM
Phone consult · intake · documents requested
CallTextEmail
Claimant · Activity
9 SMS messages · AI agent · Oct 18–19Open thread →
Consult · 18:40Intake · Oct 21
6:12
● RecordedTranscript
AI SUMMARY
Rear-ended at a light, other driver cited. ER same day, still in pain, no treatment since. Has police report and photos. Not represented.
Next: Retainer sent, follow up Wed.
Call · 6 min · SignedIntake · Oct 22
● RecordedTranscriptPhone
AI SUMMARY
Retainer e-signed. Referred to chiropractor, first visit Friday. Property damage claim opened.
Next: Treatment check-in in 7 days.
The log

Every call and visit, summarized by AI.

Texts, calls and meetings on one timeline. Outcome and next step on the lead, pulled from the recording.

A calendar that fills itself.

Every booking lands on the right calendar. Here's how it gets there, and what comes back.

Calendar · Oct 12 – 16
DanielaGuyBusy · Google
Mon12
Tue13
Wed14
Thu15
Fri16
9am
Alfa Pro Services
Garage Door Man
All Island Renov.
Xtreme Magic
Jamie L.
Mark Dawson
Diego de Leon
Premier Project
Barelli Windows
ACT Construction
Jamie Judson
Johnny O Mech.
Fry Heating
Blue Star Hvac
Rustic Park City
GryphonDoor
Burton constr.
Busy
LUX Home Design
Truth Cooling
Busy · Google
A1 Home Impr.
New Braunfels
Martin and…
Vance Ho…
Russell Group
OV Realty
Busy
9th Island
Mars Home
Busy · Google
Diana Art Constr.
MIA Glazing
Made In
Walk-In Tub
Clark and Sons
Omnimax
Juan Llam…
A s Stone
Rod Quality
Busy · Google
Josh and Josh
Fuerte Con…
Lind Const.
Christopher Riley
Draxen Co…
Columbus Granite
A1 Home I…
Starzzman Ent.
Allegiance Roofing
1 · AI books

Booked without leaving the conversation.

The AI offers times from your calendar and locks the one they pick. Invite and link go out automatically.

Conversation · Rosa M.
AI AGENTAre you still interested in [offer]?
yeah, depends on price
AI AGENTLet's go over it quick. Which works?
Tue 11:00 AMWed 2:00 PM
Tue works
BOOKED✓ Locked in. Tue, Oct 14 · 11:00 AM with Daniela. Zoom link sent.
Pattersons Home · Demo
Tue, Oct 14 · 11:00 – 11:30 AM · Daniela
Zoom
2 · Reminders

Reminders that get them to show.

Confirmation on booking, SMS and email before the meeting. They confirm by text.

Appointment · Pattersons Home · Thu 10:30 AM
On booking
Confirmation + Zoom link
SMSEmail
24h before
Reminder
SMSEmail
1h before
Reminder
SMS
Prospect replied
yes, see you then
Status✓ Confirmed
3 · Your times

Synced to your calendar.

Google or Outlook. Busy slots never get offered. Round robin across the team.

Availability · Daniela
Tue, Oct 14
Google CalendarOutlook
9101112123
Team standup · Google
Open to book
Pattersons Home · booked by AI
Lunch · Google
Client call · Outlook
Open to book
Offered to prospectsBusy · from your calendarBooked
Round robinDaniela → Guy → Daniela
4 · After the meeting

Recorded. Summarized by AI.

Who showed, the outcome and the next step. Pulled from the recording, saved on the lead.

Appointment
Pattersons HomeShowed
Thu, Oct 15 · 10:30 AM · Host: Daniela · Zoom
ATTENDANCE · auto from Zoom
Lead joined10:29 · on time
Host joined10:30 · on time
Talk time25 min
AI SUMMARYfrom the recording
OUTCOME
Follow-up
SUMMARY
Wants ~20 leads/month to start, Tampa only. Interested, will discuss internally before deciding.
NEXT
Daniela to follow up Tue or Wed before noon.
Watch recordingMeeting notesSaved on the lead

When plans change.

A reschedule or a no-show doesn't lose the case. The AI puts a new time on the calendar.

Reschedule

“Can’t make it” → AI frees the slot, offers new times, rebooks.

Tue 2:00movedAIThu 11:00✓
Calendar updated · rep notified · reminders reset
No-show rebook

Nobody joined → AI texts them, offers new times, rebooks.

Tue 2:00no-showAIWed 10:00✓
Calendar updated · rep notified · reminders reset
Unified inbox

Every reply, one inbox. Take back any conversation.

Texts, emails and missed calls from every list and every source land in one place. The AI handles them. When you want in, hit Take back.

Inbox
ALL449
#
Allegiance Roofing
Re: Reschedule request
20m
#
Omega Glass
Missed call
22h
#
Spokane Blinds
Tue works for me
1d
#
Tate's Creations
2 to 4k
1d
#
Lion Guard
New Zoom link
1d
Allegiance Roofing
Rosa M. · Booked · Roofing campaign
Take back
AI AGENTAre you still interested in [offer]?
Depends on cost
AI AGENTGot it. How many leads a month can you handle?
10–15 probably. Can we move the call to Friday?
You took over · AI paused
Sure Rosa, Friday 10am works. Sending the new link now.
Type a messageSend
Optimize

Know which message gets the consult.

Every hook is measured on the same list. Reply rate, qualifies, consults. Keep the winner, drop the rest — per case type.

Campaign · Message performance

Hook

Reply %Booked
A
13.4%7
B
9.8%4

Pitch

InterestedBooked
A
268
B
153

Hook A + Pitch A booked 2.6× more. Switch the campaign to A/A.

Campaign · Spend and cost per lead
Sent
3,433
Replied
412
Interested
41
Qualified
15
Booked
11
Spend$641.96

$15.66

per interested

$42.80

per qualified

$58.36

per booked

Control

Know what every signed case cost.

Spend by SMS, AI and data, per campaign. Cost per qualified, per consult, per signed case.

More leads. More signed cases.

Connect your intake form this week. The AI is booking consults inside the trial.