Client conversion
Getting leads is only half the job.
Many firms lose opportunities to slow replies, missed follow-ups and confusing forms. Here's the system that fixes that.
Someone needs legal help and goes online.
Sample CRM dashboard
Every inquiry, in one place.
New inquiries
24
Avg. response
6 min
Consults booked
9
Top source
Search
| Lead | Practice area | Source | Qualification | Status |
|---|---|---|---|---|
| Jordan P. (fictional) | Trust Litigation | Google Search | 86 | New |
| Alex R. (fictional) | Probate | Google Maps | 72 | Contacted |
| Sam T. (fictional) | Trust Litigation | Meta Lead Form | 54 | Follow-up |
| Casey L. (fictional) | Estate Planning | YouTube | 91 | Consult booked |
| Morgan D. (fictional) | Probate | Referral | 40 | Not a fit |
New
1 lead(s)
Contacted
1 lead(s)
Follow-up
1 lead(s)
Consult booked
1 lead(s)
Intake form submission
Practice: Trust dispute
Message: "My mom passed last year and my brother is the trustee. He won't tell us anything or pay out the trust..."
Location: Los Angeles County
AI intake analysis · analyzing
Summary
Beneficiary of mother's living trust; trustee (sibling) hasn't distributed assets 14 months after death.
Missing information
Copy of trust document · Whether an accounting was requested · County of administration
Suggested follow-up questions
Have you received any written notice from the trustee? · Are there other beneficiaries?
The AI assistant supports intake only. Licensed attorneys remain responsible for legal advice, conflicts screening and client acceptance.
One-time $2,000 platform setup
Your own client acquisition platform.
Branded website
Conversion-focused design, practice-area pages, forms, analytics.
Private CRM
Lead records, sources, labels, notes, assignments, pipeline.
24/7 AI intake
Answers approved questions, collects info with consent, escalates to staff.
Automation
Notifications, follow-ups, attribution and reporting.
Exact scope is defined during onboarding.
Get your own client acquisition system.