For law firms
The lead you paid for should never sit in an inbox
Most firms lose signed clients between the form fill and the first callback. I build intake systems for law firms where every lead lands in the CRM with its source attached, follow-up goes out in seconds, and the firm can see cost per signed client, not cost per click.
Book a MeetingFrom form fill to CRM in under a minute
I have built the pipelines that take a website inquiry and land it in a firm's CRM with the ad source, the page it came from, and a typed confirmation already sent to the client. No copy-paste, no overnight inbox, no lead going cold while everyone is in court.
Letters and documents from your case board
I have built systems for legal work that generate and mail client letters straight from the firm's case management board: status updates, retainer letters, and printed correspondence produced automatically when a matter changes stage. Your staff review and approve; the system does the production.
Tracking to the signed client
Ad platforms count form fills. Firms sign clients. I wire the two together so the marketing optimizes toward retainers, not clicks, the same discipline I run on six figures of yearly ad spend across my other work.
What it includes
- Website forms wired into your CRM with source attribution
- Instant, matter-appropriate follow-up by email
- Client letters and mail generated from your case board
- Online booking that puts consultations straight on your calendar
- Conversion tracking from first click to signed retainer
- Plain-language reporting you can read in two minutes
Common questions
- Which CRMs and tools do you work with?
- I integrate with what the firm already runs. I have built production integrations across several CRMs and case boards, and where an off-the-shelf connection does not exist, I build the bridge myself.
- Is this replacing our staff?
- No. It removes the copy-paste and the chasing so your staff spend their time with clients. Everything the system sends is reviewable, and your people stay in charge of the practice of law.
- How do you handle confidentiality?
- Carefully and boringly: least-privilege access, no client data in third-party tools that do not need it, and everything documented so the firm owns and controls the whole pipeline.
- Can we run this ourselves eventually?
- Yes, that is the second engagement path. I build it with you, integrate AI into the firm's workflow, and hand it over documented, so you run it in-house, keep me on autopilot in the background, or call me back for new builds.
Related
How many leads went cold last month?
Book a meeting and I will map your current intake from click to signed client, and show you where it leaks.
Book a Meeting