VIDEO: Automate Lead Capture & Intake: The Keys to Law Firm Success


Is your firm’s intake process in need of an overhaul? Do you have difficulty converting new potential clients and referrals into clients? With poor communication being cited as the number one reason for client complaints to the bar, it is more important than ever to stay on top of matters and set a good model for communication early on.

In this pre-recorded webinar, Maddy and Michael will go over some of the essential tools and processes that firms can implement to ensure quick response times to prospective clients, and prevent good leads from falling through the cracks.

From discussing tools for automating lead capture and new-client intake, to reviewing examples of lead-qualification questions and intake forms, in the session you’ll get an in-depth look at how to best organize the intake process and convert more leads to new clients.

What You’ll Learn:

  • Learn best practices for capturing leads and conducting new client intake, and how to develop an efficient, standardized process for your firm that generates the types of clients you want.
  • Learn the best lead-qualification and intake questions and formats, and how to best communicate during the initial “vetting” phase.
  • Learn how to generate referrals through automated follow-ups and monetize “bad” leads through your own referrals.
  • Learn how to automate the lead-capture and client-intake processes using technology and outsourced services.


  • Run a more efficient, productive law firm for sustainable, scalable growth
  • Ensure a good client experience and positive reviews
  • Increase earnings


  • Increase responsiveness
  • Improve adherence to Professional Rules of Conduct
  • Increase ROI / Conversion Rate
  • Increase efficiency & productivity by reducing unnecessary interruptions
  • Attract better-fitting clients and weed out ill-fitting leads.

Watch to the webinar here.

Get Started with (or Extend Your Current Services) is here to help you capture and qualify leads, intake clients, better serve existing clients, and run a more efficient law firm in general.

If you're not yet a customer, sign up for a free consultation with our team or get started risk-free with our 14-day money-back guarantee. We're available Monday through Friday, 5am – 6pm PT.

If you're already a customer, but wish to make better use of our receptionists, take advantage of our CRM and calendar integrations, implement automated workflows, and more, please email us at Just explain the time-consuming tasks that are bogging you down, and we'll come up with a solution!

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Written by Kelsey Johnson

Kelsey Johnson is the former marketing manager at She is a legal tech expert focused on helping solos and small firms with their practices through tech-enabled operations, digital marketing, and communications.

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