How to Automate Client Intake Without Losing Control

If your intake still relies on emails and phone calls, you’re losing clients.

Today’s clients expect fast, simple, automated communication—and firms that deliver it sign more cases.

Here’s how to automate client intake while staying in control of every lead.

1. Use a Smart Intake Form

Don’t send a blank “contact us” form.

Instead, use a smart form that:

• Asks qualifying questions

• Filters low-quality leads

• Feeds data into your CRM

2. Send Instant Confirmation & Booking Links

People want to know their form worked.

Set up an automation that:

• Sends a “We received your request” email

• Includes a self-booking link

• Provides basic intake instructions

3. Add Follow-Up Automation

Most people won’t book right away.

Add a sequence of:

• Text reminders

• Follow-up emails

• Missed consult recapture messages

4. Track Intake Performance

You can’t improve what you don’t measure.

Monitor:

• Time to first contact

• Conversion rate by lead source

• Conversion per staff member

Conclusion

Automating intake doesn’t reduce quality—it creates consistency.
And it gives you back hours per week.

Want to automate your intake? Book a free call with our Executive strategist today.