For corporate law firms & legal service providers

Intake is how you decide which clients to take on.
Your firm is still doing it manually.

Legal practices lose high-value client relationships at the very first point of contact. Intake is inconsistent — different partners handle it differently. Data capture is fragmented — basic matter details spread across emails, calls, and WhatsApp. Follow-up depends on who is available that morning. We install the structured intake, qualification, and CRM systems that fix all three — without touching your legal practice, only the business infrastructure around it.

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The pattern we see

The legal work is sophisticated. The client acquisition system around it isn't.

01

Intake is inconsistent and partner-dependent.

Every new-client enquiry is handled differently depending on who answers. There's no standard qualification, no structured data capture, and no way to ensure the right matter gets to the right partner quickly.

02

High-value mandates go cold without fast response.

A corporate client with a time-sensitive M&A or dispute matter has shortlisted three firms. The first to respond with a clear, confident intake process wins the brief. Delayed intake = brief awarded elsewhere.

03

Matter data is fragmented across tools and people.

Client contact details, matter background, documents, and communications are split across emails, physical files, WhatsApp, and individual partner memory. There's no single source of truth for the firm's pipeline.

04

Referral relationships aren't being systematically maintained.

Most legal practices grow through referrals — but the referral network is in each partner's personal network, not the firm's CRM. When a partner leaves, relationships walk out the door with them.

What we install

Three engines — intake, pipeline, and presence — built for a professional services firm.

A hand holding a smartphone with a chat conversation open — a new legal matter enquiry acknowledged professionally and immediately
ENGINE · 01

Conversion Engine

A structured AI intake that acknowledges every enquiry within 60 seconds, captures matter type, urgency, and client background, routes to the right partner or practice group, and offers a consultation slot. Urgent matters flagged for immediate human escalation.

See the engine
A laptop screen showing a CRM pipeline — every matter tracked from initial enquiry through engagement letter to active client
ENGINE · 02

Operations Engine

Matter pipeline from first enquiry to engagement letter. Document collection flows. Referral relationship tracking so the firm's network is in the CRM, not just in partner contacts. Automated follow-up for proposals that haven't been actioned.

See the engine
A clean modern laptop on a desk showing a law firm website — authority established before the first call
ENGINE · 03

Presence Engine

A website that establishes authority on first impression — practice area pages structured to answer the questions a prospective client is actually asking, with a clear, low-friction first step that doesn't require them to cold-call.

See the engine
Example engagement

A typical 10-week install for a legal practice.

  • Weeks 1–2 · Discovery. We map the current intake process across practice areas, identify where matters are lost or delayed, and audit the firm's client data and communication infrastructure.
  • Weeks 2–3 · Design. Intake script per practice area, routing rules, CRM pipeline stages, document collection flows, and the referral tracking model — reviewed with the managing partner.
  • Weeks 3–10 · Build. AI intake, CRM, matter pipeline, document flows, and the new web presence go live. Partners and business development staff trained on the new process.
  • Ongoing · Run. Monthly review of new matter intake rate, intake-to-engagement conversion, and referral network activity — so the firm's business development is measurable and managed.
Before you book

Questions we get asked first.

It's a free 30-minute call. We review your setup, map your funnel, identify what's leaking and name the one thing worth fixing first. There's no pitch, and if an engine isn't the right move yet, we'll say so.
The intake system collects basic matter type, urgency, and client background — no privileged information. It runs within your own accounts and infrastructure. We design the qualification to gather what's needed to route the right matters to the right partners, without capturing anything sensitive.
Yes. The qualification layer is configured per practice area — corporate, M&A, litigation, IP, employment — with different routing rules and intake questions per matter type. High-value corporate mandates are routed to senior partners with priority flagging.
We commonly implement HubSpot or a custom Notion/Airtable setup for smaller firms, and Salesforce or Zoho for larger practices with complex matter tracking requirements. We select based on firm size, practice structure, and what the team will actually use consistently.
Most clients start with the Conversion Engine — it pays back fastest. Every lead that was going cold becomes a live sales conversation. If conversion is already strong but volume is the problem, start with the Growth Engine. The audit maps this precisely for your situation.
Conversion Engine improvements are visible within 2–4 weeks of go-live — faster response times and better booking rates show up immediately. Growth Engines take 6–12 weeks to reach steady state. Operations and Presence builds deliver measurable time savings and lift from the day they launch.
Yes — entirely. Every website, automation, campaign, and piece of copy transfers to you at project close. We provide documented SOPs and full credentials for every tool and platform. You can run everything independently or continue on retainer. No lock-in, no proprietary dependencies.
Often, yes. We commonly operate as the systems and automation layer alongside an existing creative or performance agency. We agree on role boundaries from day one. If there's meaningful overlap that creates conflict, we'll say so before the engagement starts — not six weeks in.
Ready to systematise your intake?

Start with a free Systems Audit.

We'll look at how new matters enter the firm, how they're handled, and where the highest-value clients are being lost — and show you exactly what one system would change.

Start a free Systems Audit