From the moment someone fills out your web form or calls your office, to a confirmed, paid, prepared client sitting across from your attorney — we build and automate the entire process.
What's included
Each piece builds on the last. You can't automate follow-up on leads you aren't capturing. You can't optimize what you aren't measuring. We build all four — in sequence, in one engagement.
We map your current intake process end-to-end, identify every point where leads are falling off, and unify all your inbound channels into a single tracked pipeline.
Weeks 1–2We configure your CRM with custom stages, fields, and workflows built specifically for your practice area — not a generic legal template.
Weeks 3–5Follow-up sequences, self-scheduling, retainer collection, and no-show reminders — all automated and running before your team finishes morning coffee.
Weeks 6–8Monthly metric reviews, conversion analysis, and refinements to whatever isn't performing. We stay in the engagement and keep the numbers moving.
Months 3–6Service 01
Before we build anything, we understand what's broken. We walk through your current intake process the way a potential client would — and document every point where you're losing them.
Most firms are shocked by what we find. Leads coming in from three different places, none of them synced. Forms that go to an inbox nobody monitors. Calls that go to voicemail during the one hour your receptionist is at lunch. Once you can see the map, the fixes are obvious.
We then consolidate all your inbound channels — web forms, phone calls, emails, chat, social DMs — into a single CRM pipeline. From that moment forward, nothing enters without being logged.
Current state mapping — we document every step from first contact to retained client
Mystery shop your own firm — we contact you as a prospect and report exactly what we experience
Channel audit — identify every source leads are coming from, and which ones have no tracking
Response time analysis — how fast is your team actually following up, and on what channels
Baseline metrics report — lead volume, conversion estimates, and a clear priority list of what to fix first
Service 02
A CRM that isn't configured for your practice is just an expensive contact list. We build a pipeline that reflects how clients actually move through your firm — from first inquiry to signed retainer — with every stage clearly defined.
We work in the CRM platforms that make the most sense for your firm's size and budget. No one-size-fits-all software recommendation — we evaluate your options, configure the right tool, and make sure your team actually understands how to use it.
Every stage gets defined ownership, time-to-action expectations, and automated triggers so nothing sits in limbo.
Custom pipeline stages tailored to your practice area and intake process
Lead source tracking so you always know where each prospect came from
Stage-based automation triggers that fire the right action at the right moment
Intake form integration — web forms feed directly into the CRM with zero manual entry
Team training on how to use every feature, with documentation your staff can reference later
Conflict check workflow — screen leads before investing time in unqualified prospects
Service 03
This is where the system starts paying for itself. Once leads are captured and the pipeline is configured, we automate every follow-up touchpoint — so no lead goes cold while someone on your team is busy doing actual legal work.
Qualified leads get a booking link, schedule their own consultation, and pay online before they ever sit down with an attorney. Automated reminders reduce no-shows. You walk into every consult knowing the client is confirmed, prepared, and has already paid.
Firms that respond within 5 minutes are 21 times more likely to convert that lead. We build the system that makes a 5-minute response the default — not the heroic exception.
Immediate acknowledgment — every new lead gets a response within minutes, not hours
Follow-up sequences — SMS and email sequences that nurture cold leads without manual effort
Self-scheduling links — clients book their own consultation in 30 seconds, any time of day
Online payment collection — retainer or consultation fee collected at booking, before the consult
Appointment reminders — automated SMS and email reminders to cut no-shows by 50–75%
Re-engagement sequences — bring cold leads back into the pipeline before they hire someone else
Service 04
Building the system is the beginning, not the end. The first few months of data tell you things you couldn't know at setup — which follow-up sequence is converting, which stage is where leads are getting stuck, which practice area has the highest close rate.
Every month we review the numbers together, in plain English. No jargon, no 40-slide deck. Just: here's what worked, here's what didn't, and here's what we're changing next month.
Over the 6-month engagement, the system gets progressively sharper. By the time we finish, you have both a high-performing intake operation and the internal knowledge to maintain and build on it.
Lead volume by source — know exactly which channel is producing qualified prospects
Stage conversion rates — where are leads dropping off, and by how much
Response time tracking — is the team hitting the benchmarks the automation is designed to support
Booking and show rates — how many qualified leads are becoming booked, paid consults
Revenue by practice area — which case types are generating the most retained clients
Monthly written summary — delivered to your inbox, readable in 5 minutes, no spreadsheet required
The 6-month engagement
Six months because that's what it genuinely takes — to audit, build, launch, learn from real data, and refine until the system is performing the way it should.
Full intake audit, mystery shop, channel mapping, and baseline metrics. You'll see exactly where you're losing leads before we change a thing.
CRM configuration, custom stages, lead source tracking, intake form integration, and team training. The foundation is set.
Follow-up sequences, booking links, payment collection, and reminder workflows go live. The system starts running on its own.
Real conversion data from weeks of live operation. We identify what's working, what needs adjusting, and make the first round of refinements.
Refine sequences, adjust pipeline stages, improve booking rates. The system gets sharper as we learn from your specific lead patterns.
Full performance report, documented playbook, and a system your team can run and build on. You leave the engagement with a working operation — not a dependency.
What you get
Here's exactly what's included across the 6-month engagement — and what's not, so there are no surprises.
Software costs
CRM, scheduling, and automation software costs are separate from our engagement fee.
Is this right for you?
Small enough that intake chaos is personal. Large enough that a properly built system makes a measurable difference to revenue within the first 60 days.
Personal injury, family law, criminal defense, immigration, estate planning, bankruptcy. High lead volume, high urgency, high per-client value.
If you're running Google Ads, doing SEO, or paying for referral networks — you need an intake system that converts those leads before you buy more of them.
Attorneys who find themselves chasing leads, doing scheduling, or manually following up are the firms who see the biggest time and revenue impact from what we build.
Honest transparency
We'd rather tell you now than find out three months into an engagement.