Intake Systems & CRM
Capture every enquiry.
Qualify it. Route it.
We build the intake end of your firm — enquiry forms, CRM configuration, qualification workflows and the connection to your practice management system. Every enquiry captured, qualified and followed up without manual steps.
Most firms lose enquiries before anyone picks up the phone.
Forms that don't capture enough
A contact form that collects a name and phone number but no practice area, no matter type and no urgency indicator sends every enquiry to the same inbox with no qualification. The person who responds doesn't know who they're calling or what they need.
Manual intake that drops the ball
Enquiry received via email, forwarded to a fee earner, fee earner responds when they're free, response arrives two days later. At each step there's a chance the ball gets dropped — and often it does.
CRM nobody uses
A CRM that was installed, configured to defaults and then abandoned is worse than no CRM — it creates a false impression that enquiries are being tracked while actually nothing is. The real picture is in someone's inbox.
The intake system your firm should have.
Enquiry capture
Practice-area-specific forms with the right qualification questions — so you know what kind of matter it is before anyone picks up the phone.
Routing & triage
Automated routing to the right fee earner based on practice area, matter type and urgency — with fallback escalation if no response within a defined window.
CRM configuration
CRM set up and connected to your intake forms and practice management system — so enquiries flow through without re-keying.
Follow-up automation
Automated acknowledgement, follow-up sequences and escalation triggers — so enquiries that don't convert immediately are still being worked.
Conversion reporting
Visibility of how many enquiries came in, how many were contacted, how many converted and where the drop-off is — by source and by practice area.
PMS connection
Intake connected to your practice management system — so a converted enquiry becomes a matter without re-keying client data.
Map. Build. Connect. Run.
Intake audit
We map every route an enquiry can arrive by, what happens to it and where it gets lost. Usually reveals two or three significant drop-off points.
Build & connect
Forms, routing, CRM and automation built and connected to your existing systems. Tested end-to-end before go-live.
Measure & improve
Conversion reporting from day one so you can see what's working and where to optimise. We review with you monthly.
The economics of fixing your intake.
More conversions from existing traffic
If your website gets a hundred enquiries a month and you convert forty, fixing the intake process converts more of the sixty you're currently losing — without spending more on marketing.
Speed that converts
A qualified enquiry automatically routed to the right fee earner, with the right context, within two minutes of submission converts differently to a forwarded email that arrives in a full inbox.
A system that runs without you
When intake is automated and connected, the conversion rate doesn't depend on whether the right person happened to be in the office. It runs consistently whether you're there or not.
Common questions
Before you ask — here are the honest answers.
Straight answers about how we work, what to expect and what it costs.
Still have questions? We're happy to talk through your specific situation — no pitch, no pressure.
Get Started
Map your
intake system.
We'll trace every route an enquiry can arrive and show you where it gets lost.
Enquiry capture
Practice-area forms with the right questions
CRM
Connected to your intake and PMS
Routing
Automated to the right fee earner
Automation
Follow-up that runs without manual steps
Prefer to email?
hello@lawtools.ioTell us about your firm
Where are you losing enquiries?
Complete the form and we'll map your intake and come back within one working day.