Create repeatable, compliant campaigns for intake, follow-up, referrals, and re-engagement across practice areas. Keep every lead moving forward with clear ownership, deadlines, and audit-ready tracking.
Why it matters
Benefits
Automatically route web forms, calls, and chat leads to the right intake owner by practice area (PI, family, immigration) and urgency, with SLA timers and escalation so hot leads get contacted within minutes – not days.
Use approved templates and required disclaimers for attorney advertising, outcomes, and confidentiality. Lock down edits, maintain version history, and ensure every campaign follows the same review and approval steps.
Standardize the follow-up sequence after a consultation – reminders, document checklists, fee agreement prompts, and deadline-based nudges – so prospects complete the next step and sign faster.
Track leads from Google Business Profile, LSAs, referrals, and campaigns through consult, conflict check, and retention. See cost per retained client and pipeline value by practice area, location, and attorney team.
Use cases
Challenge
PI leads are time-sensitive, but intake teams struggle to call back quickly, gather incident details consistently, and prioritize high-value cases – leading to missed opportunities and low-quality sign-ups.
Solution
Marketing Workflow Builder triggers an immediate intake sequence: capture accident date, injuries, insurance, and jurisdiction; auto-assign to the correct PI intake queue; send a compliant confirmation text; create call tasks with escalation; and route qualified leads to consultation scheduling with a standardized checklist.
Challenge
Prospects request consultations but fail to show, forget required documents, or feel uncertain about next steps – causing wasted attorney time and slower pipeline movement.
Solution
Automate consult workflows: instant scheduling links, calendar confirmations, pre-consult reminders, document request emails, and a post-consult follow-up cadence that prompts retainer signing and tracks outcomes by attorney and source.
Challenge
Firms rely on CPAs, therapists, realtors, and other attorneys for referrals, but outreach is inconsistent and hard to measure – resulting in unpredictable lead volume.
Solution
Build a referral marketing workflow with quarterly touchpoints, CLE or webinar invites, partner-specific content, and task assignments for relationship owners. Track referral source performance, matter types, and retained client value to focus on the best partners.
More industries
FAQ
It complements intake by standardizing what happens before and after the human conversation. You can trigger workflows from form fills, calls, chat transcripts, or CRM entries, then auto-create tasks for intake staff, route leads by practice area, and send pre-approved messages. The workflow can include conflict check steps, consultation scheduling, document requests, and follow-up timelines while keeping attorneys focused on billable work.
Yes. You can store approved copy blocks and disclaimers (for results, confidentiality, jurisdictions, and no attorney–client relationship) and require review/approval stages before campaigns go live. Workflows can also prevent unapproved template edits and maintain an audit trail of who approved what and when.
You can track the full funnel: lead source, contact speed, consultation rate, show rate, conflict check outcomes, retainer signed rate, time-to-retainer, and estimated matter value. Reporting by practice area, location, and campaign helps identify which channels produce retained clients – not just inquiries.
Yes. Workflows can branch by office location, jurisdiction, language preference, and practice area. For example, an immigration lead can route to a bilingual intake team, while a criminal defense lead can trigger immediate after-hours escalation and a different messaging cadence.
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