[Intake automation]
Client intake automation for law firms
Intake automation captures every new inquiry from your website, email or chat, asks the right screening questions, and creates the contact and matter in your practice management system without retyping. It's built for owner-led firms of 5 to 50 people that lose prospects to slow follow-up or spend hours on data entry.
Starts at CA$2,500
What does intake automation do for a law firm?
It turns every inquiry into a complete, screened record in your system within minutes, so nobody has to copy details out of emails or voicemails.
- Web form, email and chat inquiries land in one place
- Screening questions by practice area, so you only book qualified consultations
- The contact and matter are created in Clio, or your current system, automatically
- The prospective client gets an instant confirmation, in English or Spanish
Who is it for?
It's for owner-led law firms and professional services firms of 5 to 50 people that handle a steady flow of new inquiries.
- Firms where a partner or a single assistant handles all intake
- Practices that serve Spanish-speaking clients and need bilingual intake
- Teams already on Clio, or ready to move to it
How does a project work?
It starts with a free 30-minute audit of your current intake, followed by a fixed-scope build that usually goes live in three to four weeks.
- Audit: we map how inquiries arrive and where they get stuck
- Build: forms, screening logic, integrations and email templates
- Launch: testing with your team, then a short handover so you own everything
How is client information protected?
Client information goes straight from your intake forms into the tools your firm already uses, and only your team has access to it.
- No extra database holding client data unless you ask for one
- We document which services store what, so you can check it against your privacy obligations
- Your firm keeps admin access to every account we set up
How much does it cost?
Starts at CA$2,500
Fixed-scope intake projects start at CA$2,500. The free audit gives you an exact price before you commit. If you'd like a deeper written assessment first, a paid audit or one-week sprint costs CA$500 to CA$1,000.
Every project is designed and built by Antonio Manzanares.
Frequently asked questions
- How long does intake automation take to set up?
- Most projects go live in three to four weeks, depending on how many intake channels and practice areas you have.
- Does it work with Clio?
- Yes. New contacts and matters can be created in Clio Manage automatically, with intake answers saved to custom fields.
- Can intake run in Spanish?
- Yes. Forms, screening questions and confirmation emails can run in English and Spanish, and the answers reach your system in the same format either way.
- Will it replace my receptionist or assistant?
- No. It removes the copying and chasing, so your team spends its time with qualified prospects instead of on data entry.
- What happens after launch?
- You own everything we build. Optional support covers changes and monitoring, billed monthly or as needed.
Find out where your intake loses prospects
Book a free 30-minute audit. You'll leave with a map of your current intake and a fixed price for fixing it.