Intake journey mapping
Document current contact channels, responsibility, hours, and response expectations. Define which basic information is necessary and avoid collecting confidential case details in a marketing form.
Is this right for your firm?
A practical fit for your next priority.
Firms losing enquiries through disconnected forms, inboxes, or follow-up processes.
We review your current position and agree the work before starting. You can scope this service on its own or combine it with a broader marketing plan.
What this service covers
Forms and workflow setup
Connect agreed forms, notifications, calendar requests, and supported CRM tools. Add confirmations, routing rules, and human handoff points. Integration feasibility is reviewed before commitment.
Testing and oversight
Test normal, duplicate, spam, and failed-delivery cases. Define staff ownership and reporting. Any AI-assisted feature is separately scoped with privacy review and human oversight.
Clear deliverables
Your proposal can include
The final scope, volume, schedule, and fees are agreed in writing. Third-party costs are identified separately.
- Intake and follow-up workflow map
- Scoped form or CRM integrations
- Failure-path and handoff testing
- Conversion reporting and staff handover
A question we hear often
Does automation provide advice or clear conflicts?
No. Legal advice, conflict decisions, client acceptance, and substantive case assessment remain with your firm. Automation supports administrative steps only.
Start with a conversation
What would better marketing mean for your firm?
Tell us where you are today and what you want to improve. We’ll discuss the right starting point and prepare a scoped proposal if there’s a fit.
- No payment required to enquire
- A written scope before work starts
- Your firm reviews legal content before publication
For professional marketing enquiries only. Please do not share confidential client information or ask for legal advice.