A lead comes in while you’re tied up with work. By the time you circle back, they've already hired another firm. This guide is built for moments like these when intake decides the outcome: a signed case or a missed opportunity.
The Modern Law Firm’s Intake Blueprint gives you a simple, repeatable system to capture every lead in one place, respond fast without sounding robotic, qualify the right cases with intelligent intake, and move clients from “interested” to “signed” with less chasing.
What's inside: What's inside:

Scale your firm with a Legal CRM that organize your leads, prospects, and current clients while automating your processes and communications.
Get Organized →
Never miss a lead again with personalized automated texts and emails.
Capture Leads →
Save time by eliminating redundant data entry while automating document assembly and custom forms.
Save Time →
Create custom reports that highlight your most important KPIs and your best marketing sources.
Get Insight →
Streamline how your firm works with dozens of integrations with leading legal vendors.
Streamline Now →