The Simple Way to Automate Your Law Firm’s Intake Process

The Simple Way to Automate Your Law Firm’s Intake Process

You’re getting leads, but too many consultations are slipping through the cracks.

❌ Some prospects ghost you after the first call
❌ Some don’t even schedule a consult because your intake process takes too long
❌ Some need 5+ follow-ups before they actually sign

Here’s how to fix it—with automation.

1. Why Most Law Firm Intake Systems Are Broken

Problem #1: Most firms don’t follow up fast enough.

💡 Fact: If you don’t contact a lead within 5 minutes, the likelihood of conversion drops by 80%.

Problem #2: Too many intake steps.

Clients expect a frictionless experience. If they have to:
🔹 Fill out long forms
🔹 Wait days for a follow-up
🔹 Call multiple times just to speak with someone...

They’ll go to another firm.

2. The Simple Intake Automation Fix

🔹 Use an AI-Powered Chatbot: Let an AI assistant pre-qualify leads 24/7
🔹 Automate Follow-Ups: Set up text & email sequences that remind leads to book a consult
🔹 Instant Booking Links: Allow clients to schedule a call instantly without back-and-forth emails

🔥 The result? Faster response times, higher conversion rates, and zero lost leads.

3. The Firms That Scale Make Intake a Machine

✅ Leads come in
✅ AI & automation handle the first touch
✅ Qualified leads book a consult without manual work