01
Discovery
Audit your current lead flow and define conversion checkpoints worth automating.
GoHighLevel
Make.com
OpenAI
Clio
Lawmatics
MyCase
PracticePanther
GoHighLevel
Make.com
OpenAI
Clio
Lawmatics
MyCase
PracticePanther
The Problem
40+ hours a week. Lost to manual intake.
40+
Hours per week spent routing calls, forms, and follow-up tasks manually.
0%
Tolerable intake lag when prospects compare your firm to faster competitors.
100%
Visibility into lead quality, urgency, and conversion bottlenecks after automation.
What changes
Intake should run like a measured system, not a patchwork of calls, notes, and delayed data entry. A fast response window improves close rates and gives your attorneys cleaner files before the first consult.
We design a full pipeline that qualifies every lead, scores case value, follows up automatically, and syncs the right data into your CRM in real time.
Book a consultProcess
Engineered launch sequence for legal intake systems.
We move from strategy to production in five structured passes, each one designed to reduce risk and improve conversion quality.
02
Build
Implement custom forms, routing logic, CRM mapping, and qualification layers.
03
Test
Pressure-test every branch with live scenarios before we touch production traffic.
04
Launch
Roll out with monitoring so your team can transition without operational drag.
05
Optimize
Review lead quality, response speed, and close rates to keep compounding gains.
Features
Intake infrastructure built for speed, consistency, and revenue quality.
Conflict Checks AI
Cross-reference new matters against existing clients and adverse parties before booking.
Feature item 1Case Value Scoring
Rank inbound leads using custom scoring models aligned to your firm economics.
Feature item 2Automated Data Entry
Capture and normalize intake details directly into your core systems without handoff lag.
Feature item 3Automated Follow-Ups
Trigger fast, channel-specific follow-up flows so qualified leads stay warm.
Feature item 4Scheduling & Payment
Collect consult payments and slot appointments automatically within your qualifying workflow.
Feature item 5CRM Sync
Keep every status, note, and conversion signal synced with your source of truth.
Feature item 60%
Faster response time
0×
Pipeline throughput increase
$0+
Monthly retained value
Integrations
Built to connect with the stack your team already relies on.
Platform
GoHighLevel
Platform
Make.com
Platform
OpenAI
Platform
Your CRM
Pricing
One-time implementation + monthly maintenance.
No menu pricing. Every build is scoped to your workflow depth and growth targets.
Book consultFAQ
Questions teams ask before replacing manual intake.
Most implementations launch in three to six weeks depending on CRM complexity and existing data quality.
Yes. We can modernize your current flow or rebuild from the ground up while preserving the channels your team already uses.
Ongoing maintenance is built into the engagement so workflows keep improving as your case mix evolves.
The goal is to remove repetitive admin, improve speed, and let your staff focus on high-value conversations.
Custom CRM schemas are standard. We map your required fields, statuses, and automations during discovery.