Automations for law firms
Lead capture to CRM for law firms
If you run a small immigration practice with one paralegal, you've probably seen it: potential clients call once, get voicemail and call the next firm. This lead capture flow takes that job off your plate. Every lead from every source lands in one place, tagged and ready to follow up.
Why law firms ask for this
- Potential clients call once, get voicemail and call the next firm.
- Intake questions are asked again on every consultation call.
What it looks like in practice
Picture a small immigration practice with one paralegal. Leads used to arrive from three places and get copied by hand. Now each one lands in your CRM within a minute with its source tagged, and duplicates are merged.
How it works for law firms
Once the lead capture flow is running for a small immigration practice with one paralegal, this is the sequence.
- Lead sources are connected: forms, ads, email and portals.
- Each lead is cleaned up and de-duplicated.
- It's added to your CRM with source and tags.
- The right person is notified.
- A weekly digest shows leads by source.
Tools it connects to
For law firms, I usually connect it to Outlook. It runs on n8n, HubSpot and Google Sheets behind the scenes.
Questions from law firms
Does the lead capture flow work with Outlook?
Often, yes. Before building the lead capture flow I check your Outlook account and plan, because some features depend on API access. If there's a gap for your law setup, you'll know before you pay anything.
How is client data handled?
For the lead capture flow, data stays in your own accounts where possible, and each step only gets the details it needs. We go through your rules, such as HIPAA or GDPR, before I build anything, and confirm the setup with your compliance adviser if you have one.
What happens if something breaks?
The lead capture flow sends you an alert when a step fails, so it never fails quietly in the middle of a busy week. You can fix small things with the notes I leave, or add the care plan at $49 a month and I'll handle it.
Want this for your law business?
Tell me how your law business handles this today. I'll reply with what I'd build, what it costs and how long it takes.
Get this built