Law firm founders capture workshop and webinar sign-ups

Founders and intake at small law firms lose workshop and webinar sign-ups, missing consultations. This workflow creates CRM contacts from each sign-up so intake and attorneys follow up.

Overview

Small law firms risk losing consults when workshop and webinar sign-ups go unrecorded. This workflow captures each sign-up as a CRM contact and routes it to intake or attorneys, preventing missed follow-ups and keeping prospects in the consultation funnel.

Notable Features

Create CRM contact for each sign-up
Route leads to intake or attorneys
Add event details and tags