How to Automate Your Law Firm’s Intake Without Losing Control

If your firm is still handling intake manually, you’re losing clients.

Speed matters. According to Clio’s Legal Trends Report, firms that respond within 5 minutes are 391% more likely to convert.

The good news? You can automate intake without losing control.

1. Use Automation to Pre-Qualify Leads

Install a smart intake form or chatbot that:

• Filters unqualified leads

• Gathers basic case info

• Routes inquiries based on practice area

This eliminates 60% of the back-and-forth before your team even touches the lead.

2. Automate Follow-Up & Scheduling

Most law firms lose leads after the first touch.

Fix this with:

• Instant email/text confirmation

• Self-booking calendars (integrated with your team’s availability)

• A 3-touch follow-up sequence (within 48 hours)

3. Use Dashboards to Monitor Intake Health

Automation doesn’t mean lack of visibility.

Track:

• Response times

• Drop-off points in your funnel

• Booking rate by lead source

You don’t need to manage every lead—you need to monitor the system.