Capture every new lead, qualify them automatically, and route to the right person — no manual sorting.
Law firm intake is a mess of PPC leads, referral calls, web form submissions, and walk-ins — each needing a conflict check, a matter-type qualification, and a routing decision before a partner's time is spent. The bottleneck is usually the intake coordinator manually re-typing the same fields into Clio, Smokeball, or Filevine, then pinging the right attorney on Slack. AI-powered lead intake pulls structured data from every inbound channel, runs a first-pass conflict check against your client matter database, scores the lead on matter value and urgency, and routes it to the right practice group — family to one attorney, bankruptcy to another, PI to the litigation partner. This isn't about replacing the intake coordinator. It's about letting them spend their time on relationship-building, not data entry.
A multi-practice firm in Houston routes PI leads with medical treatment in progress straight to the senior litigator's calendar, while slip-and-falls with only soft tissue go to associate review — partner time up 22%. A family law office in Seattle uses AI to flag contested custody matters for immediate callback and sends uncontested divorces to a templated retainer flow, cutting intake coordinator workload by 14 hours per week. A bankruptcy practice in Cleveland auto-qualifies Chapter 7 vs. Chapter 13 based on income and asset intake, assigning the right paralegal before the consult even starts.
Connect all lead sources (website form, Google Ads, Facebook Lead Ads, phone) into a single CRM — typically GHL or HubSpot.
When a lead comes in, automatically create a contact record, set the pipeline stage to 'New Lead', and tag by source.
Fire an automated SMS and/or email within 2 minutes: 'Thanks for reaching out! We received your inquiry and will be in touch shortly.'
Use an AI chatbot or SMS sequence to ask 2-3 qualifying questions: service needed, location/zip code, timeline, and budget range.
Based on service type, location, or lead score, automatically assign the contact to the correct salesperson or team member in your CRM.
Send a Slack message or email to the assigned rep with all lead details so they can follow up immediately.
Tuned for Law Firms. Use as-is or adapt to your voice.
You are an intake classifier for a law firm. Given the inbound message below, extract: (1) matter type [PI, family, criminal, bankruptcy, estate, business, other], (2) urgency [immediate, this week, this month, exploratory], (3) jurisdiction, (4) opposing party if mentioned, (5) estimated matter value tier [small/medium/large]. If the sender mentions an active court date within 72 hours, flag as URGENT. Output JSON only.
Inbound message: {{message}}Run this check against our client matter database before scheduling any consult: 1. Exact name match on prospective client 2. Name match on opposing party 3. Name match on any related party mentioned (spouse, business entity, co-defendant) 4. Fuzzy match on DBA or trade names If any hits, route to conflicts attorney for manual review before any consultation is scheduled. Do not return a calendar link until cleared.
IF matter_type=PI AND treatment_status=ongoing → route to Senior Litigator (calendar A) IF matter_type=family AND contested=true → route to Family Partner (calendar B) IF matter_type=family AND contested=false → route to Associate + templated retainer flow IF matter_type=bankruptcy → route to BK Paralegal for means-test intake first IF matter_type=criminal AND hearing_within_48h → SMS + phone call to on-call attorney ELSE → intake coordinator manual review queue
Hi [First Name]! Thanks for reaching out to [Business Name]. We got your message and someone from our team will contact you shortly. Questions? Reply here anytime.
Hi [First Name], this is [Business Name]. Quick question before we connect — what type of [service] are you looking for, and when do you need it? (We want to send the right person your way!)
New Lead: [Contact Name] | Source: [Lead Source] | Service: [Service Type] | Phone: [Phone] | Email: [Email] | Assigned to: [Rep Name]
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Avoid this workflow if your lead volume is very low (under 5/week) — the setup overhead won't pay off. Also review your qualification questions carefully; asking too many questions upfront can reduce response rates.
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