IT & Automation
A lead who fills out your form at 9 p.m. and hears nothing until morning is usually already someone else's client. We set up the CRM, intake, and follow-up that answer in minutes — so the case stays yours.
CRM & Intake
We build the system that catches every inquiry, sorts it, and pushes it to the right person before it goes cold.
Most firms lose cases in the gap between a form submission and a callback. The phone rings during a hearing. The night email sits until 8 a.m. Law firm automation closes that gap. We wire your website forms, call tracking, and chat into one CRM. For firms already on Clio, that's usually Clio Grow; when you want heavier marketing automation, Lawmatics. Either way, nothing lands in a personal inbox and disappears.
Web forms, missed calls, click-to-text, and Google Business Profile messages all flow into the CRM. No sticky notes. No "I thought you called them."
Conflict checks, practice-area routing, and screening questions run automatically, so a DUI lead and a probate lead don't get the same generic reply.
Drip emails and reminders chase the leads who go quiet. A consult booked three weeks later still counts as a signed case.
Speed to Lead
Speed is the cheapest competitive edge in legal intake, and almost nobody uses it.
Lead-response research (the widely cited InsideSales/Oldroyd study) found that contacting a new lead within five minutes makes you roughly 21x more likely to qualify it than waiting 30 minutes. Most law firms move the other direction. Industry surveys put the average first response in the hours, and a meaningful share of inquiries never get a reply at all. (Figures are representative industry benchmarks, not Law Edge results.)
Here's the fix. The moment a form hits, the system fires an instant text and email to the prospect and pings your intake person. If nobody answers the inbound call, a voicemail drop leaves a warm, pre-recorded message so the caller hears a real voice in seconds. Because these triggers only run on inquiries people start themselves, they stay on the right side of Utah Rule of Professional Conduct 7.3: they're responses to a request, not cold solicitation. We keep the messaging and any required disclaimers clean so your intake never reads like spam.
Reputation Management
Your Google rating is the first thing a Salt Lake client checks. Automation keeps it growing without putting your bar card at risk.
After a matter closes, the system sends a timed, personal request asking the client to leave a Google review — the single biggest lever on your map-pack ranking and your call volume. New reviews route to a designated reviewer so every one gets an owner response inside 24 hours. The replies are drafted to do the one thing many firms get wrong: thank the client and stay warm without confirming representation or touching any case detail, because confidentiality holds even when the reviewer overshares. Negative review? It pages you instantly, with a measured, no-detail response ready to post and an offer to take it offline.
Strong reviews also feed your local search and Google Business Profile and back up your Google Screened status, the badge Local Services Ads require, which means uploading your active Utah bar license and proof of malpractice insurance. We keep all of it current so the trust signals line up.
Integrations
No rip-and-replace. We connect the CRM to your website, your calendar, and your ad accounts.
Intake forms, chat, and call tracking on your site feed the CRM directly. We'll build or rework the site so the handoff is clean.
See web design
Messages, calls, and review requests sync with your profile and local listings, so the map pack and your CRM tell the same story.
See local SEO
Local Services Ads and Google Ads leads land in the same pipeline, and booked consults drop straight onto your calendar.
Talk to usCommon Questions
It removes the manual steps between a new inquiry and a booked consult. The CRM captures every lead, screens and routes it, fires an instant reply, follows up until the person responds, and prompts a review after the matter closes — work your team would otherwise do by hand, or forget to do at all.
Seconds. An automated text and email go out the moment a form is submitted, and your intake person is notified at the same time. Lead-response research suggests answering within five minutes dramatically improves your odds of reaching and qualifying that lead.
When you're responding to someone who contacted you first, you're answering a request, not soliciting — which keeps it clear of the cold-contact limits in Utah Rule of Professional Conduct 7.3. We build the workflows and any required disclaimers to respect those rules. We're a marketing agency, not your lawyers, so we'll always defer to your judgment on compliance.
It depends on your firm. Clio Grow is the natural pick if you already run Clio Manage, since leads flow into your case files with no re-keying. Lawmatics is the stronger choice when you want heavier marketing automation — longer email and SMS nurture sequences. We'll recommend one after we see how you work.
You do. The CRM account, your client and lead data, and your Google Business Profile and ad accounts belong to your firm. We build on assets you keep, so you're never locked in.
Book a strategy session and we'll map your current intake, find the leaks, and show you what automation fixes first.