Keep law firm partner leads accurate in CRM

Marketing partners miss retainer form submissions, causing intake delays and lost billable prospects. Adding or updating contacts in the CRM ensures intake and marketing start outreach quickly.

Overview

Partners lose billable prospects when retainer inquiries get buried in forms. This workflow turns every retainer submission into a CRM contact and an intake task, eliminating missed follow-ups and enabling faster outreach. The result is cleaner prospect records, reliable intake handoffs, and noticeably faster response times.

Notable Features

Create or update CRM records
Check for existing contacts by email
Alert intake and marketing promptly