Name the intake owner
Choose one person who checks new inquiries every business day.
- Where forms arrive
- Where calls are logged
- Who checks voicemail
- Who follows up after hours
- Where the follow-up task is recorded
For early-stage fit
Self-guided intake fixes
You may not need a bigger system yet. Start with five intake habits that make missed follow-up easier to see and fix.
Five fixes
Make the next missed follow-up hard to miss
Fix ownership, response expectations, and visibility before starting a larger marketing project.
Shorten the contact path
On every priority practice page, make the next step visible without scrolling too far on mobile.
- Does the firm handle this kind of matter?
- What happens after someone reaches out?
- How quickly should they expect a response?
- What should they not send through a public form?
Separate matter types
Add a simple matter-type field before free-text details. Keep it conflict-safe and low burden.
- Employment: employee-side, employer-side, wage, discrimination, harassment, retaliation, other
- Family: divorce, custody, support, modification, other
- Criminal defense: DUI, misdemeanor, felony, warrant, other
Track source manually
For 30 days, record every inquiry in one simple sheet. This gives the firm a baseline before buying a full reporting system.
- Date
- Source if known
- Practice area
- Call or form
- Response date
- Consult booked
- Signed or not signed
- Notes
Clean up reviews and bios
Make attorney trust easy to inspect without unsupported claims.
- Current attorney photos
- Plain bios
- Review links where allowed
- No fabricated or unsupported claims
- No outcome promises
- Clear jurisdiction and disclaimer language where needed
Ready for more?
Return to the pricing path when the firm can support a real build.
The firm has a named operator.
Monthly inquiry volume is meaningful.
Current spend or planned spend can justify infrastructure.
The firm can approve access, content, and compliance review quickly.