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For law firms: Capture intake leads and assign promptly

For law firms: Capture intake leads and assign promptly

Intake coordinators miss form inquiries buried in marketing, costing consultations and firm revenue. This workflow sends every lead into your intake system so intake and sales staff follow up quickly.

For law firms: Capture intake leads and assign promptly

Overview

Law firms risk lost consultations when intake submissions slip through inboxes. This workflow captures every campaign lead into your intake system and routes them to the right coordinator, ensuring faster outreach and preventing missed follow-ups.

Notable Features

  • Create prospect records in intake system
  • Route leads to intake coordinators
  • Notify sales reps on urgent leads

For law firms: Capture intake leads and assign promptly