Prospective clients contact a law firm when something has gone wrong, often outside office hours, and they rarely leave a second message. An AI chatbot on the website and an AI receptionist on the phone line answer immediately, ask the same intake questions every time and capture the details your team needs to decide whether the matter is a fit.

Neither gives legal advice. They qualify, collect and book, then hand the conversation to a person with the context attached. Urgent matters are flagged and routed to whoever is on call, and every exchange is written to the contact record for conflict checks and follow-up.

Legal intake automation and consult booking

Legal intake automation connects the pieces that usually live in separate places: the web form, the phone message, the conflict check, the engagement letter and the consult on the calendar. A new inquiry creates a lead and a task, triggers an acknowledgement and offers consult times from real availability.

Reminders go out before the consult and a no-show starts a rebooking sequence rather than a lost lead. Micro CRM keeps intake status, documents requested and next steps visible, so partners can see which matters are waiting on a reply without asking around.

Attorney SEO and Google Local Services Ads

Attorney SEO means practice-area pages that answer the questions people ask before they call, a Google Business Profile kept accurate and active and a steady, ethical process for earning reviews. We write pages that explain the process and the firm plainly, without promising outcomes.

Google Local Services Ads put the firm in front of people searching for a lawyer nearby and charge per lead rather than per click, which suits intake-driven practices. We set up the profile, connect the leads to Micro CRM and track which searches turn into booked consults.

Practice areas we support

The intake and marketing system adapts to how each practice area takes on clients.

Personal injury

Fast first response, intake questions about the incident and treatment, and consult booking while the lead is still deciding who to call.

Family law

A calm, private intake path for sensitive matters, with clear next steps and reminders that respect the client situation.

Immigration

Multilingual intake and document checklists, with follow-up that keeps applicants informed between appointments.

Estate planning

Educational content that answers planning questions, consult scheduling and nurture sequences for people who are not ready yet.

How the pieces feed each other.

The marketing creates the opportunity; the intake and follow-up system keeps it from going quiet.

Website & brand
Set expectations and make the contact path easy to understand.
Feeds into SEO & paid ads
SEO & paid ads
Bring relevant demand to focused pages.
Feeds into Lead capture & landing pages
Lead capture & landing pages
Collect the details needed for a useful first response.
Feeds into AI receptionist & missed-call text-back
AI receptionist & missed-call text-back
Respond to missed calls and common intake questions.
Feeds into Micro CRM intake & follow-up
Micro CRM intake & follow-up
GoHighLevel-powered. Keep follow-up moving toward a booked consult.
Output Booked calls on your calendar

Four moves, one engine.

Simple responsibilities, connected into one customer path.

Build

Shape the website and brand around a clear next step.

Get found

Bring the right searches and ads to focused landing pages.

Answer

Respond to calls quickly and text back when nobody can pick up.

Book

Use Micro CRM follow-up and booking, GoHighLevel-powered underneath.

Built on Micro CRM, so nothing lives in a spreadsheet.

Micro CRM, our GoHighLevel-powered CRM, set up and run for you.

Intake forms & calls

Micro CRM GoHighLevel-powered

Follow-up

Consult booked

Audit. Build. Run.

Audit

Find the gaps between attention, response and booking.

Build

Create the pages, campaigns and automations that close those gaps.

Run

Keep the system healthy, measured and improving.

More calls. Better return on ad spend.

More conversations from the leads you already attract, with a clearer path through intake and follow-up.

More calls

A faster, clearer response gives each inquiry a better chance to become a conversation.

Better return on ad spend

The path after the click is built to answer, follow up and book.

Questions we hear from this industry

What to know before the first call.

Does the AI intake give legal advice?

No. The chatbot and the AI receptionist qualify, collect and book. They ask the same intake questions every time, flag urgent matters to whoever is on call and hand the conversation to a person with the context attached. Anything that sounds like a request for advice is routed to the firm, not answered.

What does legal intake automation include?

A new inquiry from the web form, chat or phone creates a lead and a task, triggers an acknowledgement and offers consult times from real availability. Reminders go out before the consult, a no-show starts a rebooking sequence and Micro CRM keeps intake status, documents requested and next steps visible to the whole team.

Will this work with our case management software?

Yes. Intake and follow-up sit in front of Clio, MyCase, PracticePanther or whatever the firm uses, and a matter is pushed across once it is accepted. Conflict check details are captured at intake so the handoff does not depend on someone retyping a form.

How do you handle confidentiality in intake?

Intake conversations are stored on the contact record with access limited to the people you name, sensitive fields are kept out of marketing automations and nothing is sent to an ad platform. We walk through the data path with you before launch and document who can see what.

Which practice areas do you support?

Personal injury, family law, immigration, estate planning, criminal defense and small business practices are the most common. The intake questions, the pace of follow-up and the tone of the messages are shaped to each one, and multilingual intake is available where the practice needs it.

How is law firm marketing priced?

Websites, SEO and ads are quoted after a short discovery call as a fixed project or a monthly retainer, with ad spend billed by the platform. The AI intake, receptionist and Micro CRM follow-up run on a monthly plan with usage passed through at cost. We work with firms nationwide over video calls.

Make every new inquiry easier to answer and book.

Book a free strategy call

We work with clients nationwide over video calls.