For law firm founders: capture intake leads as tasks instantly
For law firm founders: capture intake leads as tasks instantly
Law firm co-founders miss prospects when intake forms go untracked, risking lost retainers. Create follow-up tasks from each submission so founders respond quickly and prospects get contacted.
Overview
Small law firms risk losing retainers when intake forms go untracked. This workflow turns every submission into a visible follow-up task on your board so founders never miss first contact and response times drop noticeably.
Notable Features
- Create follow-up tasks automatically
- Assign tasks to founder or team member
- Attach form responses to tasks