# Legal: Sign more of the cases you're already paying to attract. The accident call at 9pm goes to voicemail. Engagement letters wait two days. "Any update on my case?" fills the inbox. We run intake around the clock, move consults to signed faster and keep clients informed, so attorneys bill for law. For: Law firms and legal practices. Works with: Clio, MyCase, Filevine, Lawmatics, CallRail, DocuSign, Google Ads, Outlook. ## Heard around the firm this week Most firms don't have a lead problem. They have a callback problem. > "Someone called about a crash at 9pm. Voicemail, again." (Managing partner, reading the call log) > "Who ran the conflict check on this one?" (Associate) > "I've sent the engagement letter twice. Still unsigned." (Intake specialist) > "Any update on my case?" (Client, fifth email this week) > "We're paying for LSA leads we never called back." (Marketing partner) > "I billed 5.2 hours. I worked eleven." (Senior associate) ## A matter, from first call to closing letter Where potential clients drop away, where attorney time leaks, and what we change at each step. ### 1. Inquiry - **Today:** Calls, web forms, chats and LSA leads arrive in four places. After hours, most of them meet a voicemail box. - **With us:** Every inquiry is answered within minutes, 24/7, by phone, text or chat, with the source tracked so you know which channel signs cases. - **Tools:** CallRail, Google Ads, Google LSA, WhatsApp - **We track:** Answer rate and speed to lead ### 2. Intake - **Today:** Intake questions depend on who picks up. Key facts, dates and the statute of limitations get missed until the consult. - **With us:** Practice-specific intake scripts capture the facts, deadlines and parties. The conflict check runs before anyone books a consult. - **Tools:** Lawmatics, Clio, Clio Grow - **We track:** Qualified potential new clients ### 3. Consult - **Today:** Scheduling takes three emails. No-shows waste an attorney's hour and nobody follows up. - **With us:** The PNC books a slot directly, gets reminders and a document checklist, and no-shows are rebooked the same day. - **Tools:** Calendly, Zoom, Outlook - **We track:** Consult show rate ### 4. Retain - **Today:** Engagement letters go out a day or two after the consult, by which time the client has spoken to two other firms. - **With us:** The engagement letter and retainer payment go out before the client leaves the call, with polite follow-ups until it's signed. - **Tools:** DocuSign, LawPay, Clio - **We track:** Consult to signed rate ### 5. Work the matter - **Today:** Paralegals chase medical records, police reports and client documents by phone, and status calls interrupt drafting all day. - **With us:** A legal assistant team requests records, organises documents and drafts from templates. Clients get updates at each milestone, without asking. - **Tools:** Filevine, MyCase, NetDocuments - **We track:** Non-billable hours per attorney ### 6. Close and refer - **Today:** The matter closes, the file is archived, and the firm is never heard from again by a client who would happily refer. - **With us:** Closing letters ask for a review at the right moment, past clients hear from you twice a year, and referral sources are tracked. - **Tools:** Google Business Profile, Avvo, Gmail - **We track:** Reviews and referred cases ## What we take on for firms ### Intake that never sleeps Trained intake specialists and an AI assistant that answer every call, text and chat, ask the right questions for your practice area and book the consult. - 24/7 answering for calls and chats - Practice-area intake scripts - Conflict check before booking ### Clients from search Legal SEO for "lawyer near me" searches, Google Local Services Ads, and pages that answer the questions people ask before they call. - Practice-area and city pages - Google LSA and Search ads - Showing up in AI answers ### Automation around your case management Engagement letters, reminders, status updates and document requests triggered from Clio, MyCase or Filevine, not from someone's memory. - Engagement letters out on the call - Milestone updates to clients - Records request tracking ### Legal assistants for every matter Assistants and paralegal support in India who organise documents, request records, prepare drafts from your templates and keep the file current. - Medical and records requests - Document organisation and indexing - Drafts from firm templates ### A reputation that wins the call Review requests at the right moment, replies to every review, and a profile on Google and legal directories that matches the firm you are. - Google reviews after good outcomes - Avvo and directory profiles - Monitoring and replies ### A site that turns visits into calls A fast firm website with attorney bios, results pages written to your bar's rules, and click-to-call and chat on every page. - Practice-area landing pages - Call tracking by source - Built to advertising rules ## We already speak firm. Your intake team won't have to explain the difference between a PNC and a client. PNCs - Intake - Conflict checks - Consults - Engagement letters - Retainers - Matters - Statute of limitations - Billable hours - Realization rate - Collection rate - Trust accounting - IOLTA - Demand letters - Medical records requests - Discovery - Docketing - Google LSA - Rule 7.1 - Of counsel referrals ## Built around the systems you run We work inside your case management and connect the phones, forms and billing around it. - **Case and practice management:** Clio, MyCase, Filevine, PracticePanther, Smokeball - **Intake and CRM:** Lawmatics, Clio Grow, HubSpot - **Calls and tracking:** CallRail, Aircall, RingCentral, WhatsApp - **Documents and signing:** DocuSign, NetDocuments, Dropbox, Microsoft 365 - **Billing and payments:** LawPay, QuickBooks, Stripe - **Marketing:** Google LSA, Google Ads, Google Business Profile, Avvo, Google Analytics ## The numbers we'd move together - **Answer rate.** Share of calls and chats answered by a person or assistant, including nights and weekends. - **Speed to lead.** Minutes from a web form or missed call to a real conversation with intake. - **Consult to signed.** Of the consults booked, how many become signed engagements, by practice area and source. - **Cost per signed case.** Marketing spend divided by signed cases, not by leads, so you fund what actually works. - **Non-billable hours.** Attorney time on status calls, chasing and admin, which should fall month on month. - **Review volume and rating.** New reviews per month and your average on Google, the first thing a PNC checks. ## Advice stays with the attorneys. Intake specialists and AI assistants gather facts, schedule and send documents. They never give legal advice, quote outcomes or form an attorney-client relationship; scripts make that clear to every caller. Ads, pages and review responses are written to your state bar's advertising rules, based on ABA Model Rules 7.1 to 7.3, with the disclaimers your jurisdiction requires. Matter data is confidential, accessed by role and covered by an NDA. - No legal advice from non-lawyers - Advertising rules and disclaimers built in - Conflict check before every consult - Confidentiality and NDAs for every person - Access per matter, logged ## How we start with a firm 1. **Call the firm.** We make test inquiries at 2pm and 9pm, by phone, form and chat, and see what a PNC experiences. 2. **Trace the leads.** From your call logs and case management, we follow last quarter's inquiries to signed or lost. 3. **Pick two wins.** Usually after-hours intake and engagement letter speed. We size each in signed cases. 4. **Deploy the team.** Intake specialists trained on your practice areas, the automation and one lead who owns it. ## Outcomes we deliver for firms - [Speed to lead](https://legendarygrowthsolutions.com/solutions/speed-to-lead): Answer every inquiry in minutes, nights and weekends included. - [Lead generation](https://legendarygrowthsolutions.com/solutions/lead-generation): More of the right cases from search, LSA and referrals. - [Customer support](https://legendarygrowthsolutions.com/solutions/customer-support): Client updates and status calls handled without an attorney. > **Start with a firm audit.** We test your intake, trace last quarter's leads and show you exactly where signed cases are slipping away. ## Questions ### Which practice areas do you work with? Mostly consumer-facing firms where intake speed decides who gets the case: personal injury, family, criminal defence, immigration, employment and estate planning. We also support small corporate and IP practices with operations and assistants. ### Do you work with Clio, MyCase or Filevine? Yes, along with PracticePanther, Smokeball and Lawmatics. We connect intake, documents and updates to your case management so it stays the single source of truth. ### Will your intake team give legal advice? No. They gather facts, run the conflict check, book consults and send documents. Every script tells the caller an attorney will advise them. ### Is our client data safe with a team in India? Each person signs a confidentiality agreement, works only inside your systems, sees only the matters their role needs and loses access the day they leave. Many firms already use offshore legal support under the same rules. ### What about bar advertising rules? We write ads, pages and review replies to your jurisdiction's rules, including disclaimers and limits on results and testimonials, and you approve everything before it goes live. ## Other industries we work in - [Insurance](https://legendarygrowthsolutions.com/industries/insurance) - [FinTech and wealth](https://legendarygrowthsolutions.com/industries/fintech) - [Cannabis retail](https://legendarygrowthsolutions.com/industries/cannabis) - [Beauty and wellness](https://legendarygrowthsolutions.com/industries/beauty-wellness) - [D2C and ecommerce](https://legendarygrowthsolutions.com/industries/d2c) [Book a firm audit](https://legendarygrowthsolutions.com/contact?interest=growth-audit&industry=legal) or email hello@legendarygrowthsolutions.com. Markdown twin of https://legendarygrowthsolutions.com/industries/legal.