Intake & Lead Tracking for Law Firms
For a small firm, a missed intake call is a lost case — and cases lost to slow follow-up never show up on any report. We build an intake and lead-tracking system that captures every potential client and keeps each one moving until they're signed or declined.
Custom-built · From $1,900 · No templates, no per-booking fees
Sound familiar?
Intake calls and web inquiries that don't get followed up fast enough
No single view of where each potential client stands
No data on which referral sources actually produce signed matters
Why a custom system fits law firms
Law firm intake is a pipeline with a clock on it — speed-to-contact and consistent follow-up decide whether a lead signs with you or the next firm they call. We build a clean intake pipeline with follow-up reminders and conflict-safe notes, plus source tracking so you can invest in the referral channels that actually convert.
What your crm dashboard includes
Frequently asked questions
Can it track where intake leads come from?
Is client information kept private?
Can it remind us to follow up on intakes?
Ready to scope your crm dashboard?
Tell Jordan how your law firms business runs today. We'll design a system around it and send a proposal within 2 business days — free.