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Law firm marketing: capture paid-search call leads before follow-up gaps

Head of marketing sees paid-search callers fall between phone logs and CRM, causing missed intakes and lost consults. It creates intake cases and notifies intake so prospects receive prompt follow-up.

Law firm marketing: capture paid-search call leads before follow-up gaps

Overview

Paid-search callers turn into revenue only if intake captures them. This workflow guarantees every paid-search call becomes a tracked intake case and alerts intake staff, transforming lead handoffs so response times drop dramatically and no paid lead is missed.

Notable Features

  • Create intake case records automatically
  • Notify intake staff with context
  • Mark call source as paid search

Law firm marketing: capture paid-search call leads before follow-up gaps