Industries
Intake that does not lose the matter
For most firms the constraint is not enquiry volume. It is that intake is manual, follow-up depends on who is free, and nobody can say which marketing produced the matters that were actually worth taking.
What this covers
Where the engine usually leaks
Intake and qualification
A consistent intake path so every enquiry is captured, qualified against the criteria you actually use, and routed to the right person.
Conflict-aware process
Intake designed around the checks that have to happen before a matter can be accepted, rather than bolted on afterwards.
Follow-up that runs itself
Prospective clients who are not ready today stay in contact without anyone remembering to chase them.
Marketing tied to matter value
Reporting that connects spend to matters signed, so the channel producing volume is not mistaken for the channel producing revenue.
Confidentiality shapes the build
Legal intake carries sensitive detail from the first contact, often before anyone is a client. What gets stored, who can see it, and what leaves the system are build decisions, not settings to revisit later.
In practice this means being deliberate about what intake forms capture, keeping matter detail out of marketing tooling, and setting permissions so the CRM reflects how the firm actually works.
Common questions
Will this replace our practice management system?
No. That system owns the matter. The CRM owns everything before it becomes one, and the handoff between the two is usually where the value is.
Is marketing automation appropriate for a law firm?
For staying in contact with prospective clients and referral sources, yes. For anything touching an active matter, no. The line is worth drawing explicitly and we will draw it with you.
We rely almost entirely on referrals.
Then the highest-value work is usually making referral relationships visible and consistent rather than starting a demand-generation programme. We would rather strengthen what already works.
See what your engine is leaking
The audit looks at your engine end to end and shows where it is losing revenue today.