Legal marketing: capture opt-in leads into intake reliably

Digital marketing specialists at law firms lose opt-ins in upload sheets, letting intake contacts slip. This workflow posts opt-ins to intake and CRM so outreach starts quickly.

Overview

Law firm marketers lose new client contacts when opt-ins sit in spreadsheets, risking stalled intake and lost prospects. This workflow captures every upload row into intake and your CRM and notifies the teams, eliminating manual handoffs so outreach starts quickly and missed follow-ups become rare.

Notable Features

Create intake contacts from uploads
Notify marketing and intake instantly
Add leads to CRM lists