Centralized intake
Web, email, phone, and chat inquiries in one queue with SLA-backed response times.
Industries — Legal
Law firm intake that never drops a lead.
From first inquiry to signed engagement — centralized intake, practice-area routing, and follow-up automation that turns more consultations into clients.
What we build for Legal
Every inquiry answered. Every matter visible.
Practice-area qualification
HubSpot workflows that qualify leads by practice area and route them to the right attorney automatically.
Follow-up that runs itself
Sequenced follow-up until the consultation is booked — no lead dies in an inbox.
Pipeline visibility
See every matter's stage, source, and value — and exactly where leads drop off.
Compliance-aligned systems
Permissioned access and audit-friendly processes built for how firms operate.
High-converting web presence
Custom landing pages with form tracking wired straight into your CRM.
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See Claude / AI
Pairs with Claude / AI
An AI agent that drafts intake summaries and answers routine client questions — inside the tools your staff already use.
Common questions
Law firm intake automation, answered.
Can law firm intake really be automated?
Yes — instant acknowledgment, practice-area routing, conflict-check prompts, and follow-up sequences all run automatically, with your staff stepping in only where judgment is needed.
What does intake follow-up automation include?
An automated first response within minutes, reminder sequences until the consultation books, no-show rescheduling, and a CRM record of every touch — so no inquiry silently dies in an inbox.
Which systems does it run on?
We build on HubSpot and Zendesk — as a Platinum and Premier partner respectively — and integrate with the practice-management tools your firm already uses.
More consultations.
Less chasing.
Tell us where leads go quiet. We'll show you the intake system that keeps them.
Book a call
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