Law Firm Client Intake Automation
Screen Clients Automatically & Sign Retainers Faster
TL;DR Summary
Screen clients 24/7 without a paralegal. Filter for high-value cases and get digital retainers signed in minutes.
Why this kit?
Automate the tedious intake process. Screen potential clients with a smart questionnaire before you ever get on the phone.
Expected ROI
Save 20+ hours of admin time per week
System Outcomes
- Filter out 90% of bad leads
- Sign retainers in minutes
- Reduce admin time by 15hrs/week
What's Inside The Kit
Case Qualification Survey
Retainer E-Sign
Court Date Reminders
Client Portal
Lead Scoring
Funnel Steps
1
Practice Area Page
2
Qualification Survey
3
Consultation Booking
4
Client Onboarding
Frequently Asked Questions
Got Questions? We Have Answers.
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This entire system (funnels, emails, automations) can be imported into your HighLevel account in 1-click.
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