Personal Injury Law Firm
From 2–3 Intakes Per Week to 25+ Per Week Within 4 Months
Overview
A newly established personal injury law firm in the San Diego area was growing fast — but their intake process wasn't built to scale. Without a centralized system or consistent workflow, they were losing leads and burning team hours on manual administrative work.
The challenge
The firm's intake process was slow, inconsistent, and entirely manual. A significant percentage of leads were falling off during intake, and the team had no centralized platform to track cases, contacts, or communications. The process required constant hands-on attention, pulling the team away from higher-value work.
What we built
We built a fully automated intake system that handles the entire pipeline — from initial lead response to documentation generation, client onboarding, and case information collection. Every step was designed to minimize manual touchpoints while maximizing lead conversion and client experience.
Outcomes
- 85% reduction in manual intake work, allowing the team to focus on delivering results and growing the practice
- Significant increase in lead-to-client conversion rate throughout the intake process
- Dramatically faster response times across the entire intake pipeline, improving client satisfaction
- Eliminates the need for a dedicated intake specialist, saving an estimated $50–60K annually
Want the same in your business?
Book a free discovery call and we'll find the automation that would save your team the most time.