Intake Setup / For law firms
Law firm intake
& CRM setup.
We set up your CRM and follow-up process. Your team knows what to do, and you can see what happened.
Request a free 25-minute intake reviewA new inquiry.
A clear place to start.
- Source
- Website inquiry
- Assigned to
- Intake team
- Next step
- Call to check fit
Illustrative example · Built around your firm
What we put in place
A working intake process.
We review where leads get stuck, agree on the changes, and put them into your CRM. We check your current software first.
- CRM setup
- One shared inbox for leads
- Custom workflows and tasks
- Custom intake forms
- Intake screening questions
- Appointment booking and reminders
- Follow-up messages and reminders
- Follow-up for missed appointments
- Leads assigned to the right staff
- Welcome and next-step messages
- Automatic Google review requests
- Reviews displayed on your website
- Intake audit
- Team training and guides
Staff, software, and recruitment are not included in the price.
If the agreed return or delivery criteria aren’t met, we keep working at no extra fee until both are met.
A practical example
After a consultation,
what happens next?
For example, your process can give one person responsibility for the next callback, a follow-up date and a clear place to record the outcome.
That is an example of the work we can agree on. We review your firm's needs and software before promising a particular setup.
Your team handles calls and daily follow-up. Your attorneys approve legal advice, fees and case decisions.
Use our law firm intake checklistThe scope
Before we start.
01Will you answer calls for us?
Your team handles calls and daily follow-up. We build the process and train them.
Your attorneys give legal advice, set fees, and decide which cases to accept.
02Do we need a new CRM?
We check your current CRM first. If it can do what we need, we use it.
We agree on any new software or extra work before starting.
03What do you need from us?
Access to the agreed systems and records, staff time for training, and a supervisor who can make daily decisions.
Your attorneys approve the services, fees, and messages your team will use.
A place to start
Let’s turn more inquiries into clients.
Tell us how your firm handles new inquiries. We’ll look at where follow-up or sales conversations get stuck, and discuss how we can help.