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