Get Pre-Qualified Case Leads and Automate
Your Client Intake
Get Pre-Qualified Case Leads and Automate Your Client Intake
Smart Legal OS is a done-for-you marketing and intake system designed specifically for solo attorneys and boutique law firms.
Whether you handle family law, immigration, real estate, or civil matters, this funnel helps you attract more qualified inquiries — without relying on referrals or expensive lead platforms.
The system captures leads, pre-screens them, books consultations, and follows up — all while staying organized, timely, and compliant.
What It Does
Captures new client inquiries via free case evaluation or landing page
Pre-qualifies leads before they ever reach your calendar
Automates follow-up via email and SMS for no-shows and cold leads
Syncs directly with your calendar and intake system
Improves conversion and reduces time spent on unqualified leads
Sends Google review requests automatically to satisfied clients — helping build authority and trust in your practice area
Who It’s For
Solo attorneys & boutique law firms
Family, immigration, real estate, and civil lawyers
Firms offering consultations or fixed-fee legal packages
What It Does
Captures new client inquiries via free case evaluation or landing page
Pre-screens leads before they reach your calendar
Automates follow-up via email and SMS for no-shows and cold leads
Integrates with your calendar and client intake process
Improves conversion and reduces time spent on unqualified leads
Trigger a personalized email or SMS asking satisfied clients to leave a Google review, helping establish trust and authority in your practice area.
Who It’s For
Solo attorneys & boutique law firms
Family, immigration, real estate, and civil lawyers
Firms offering consultations or fixed-fee legal packages
What's Included
Case evaluation or lead generation funnel
Appointment Confirmation + Reminder Workflows
Post-Consultation Email & SMS Follow-Up
Tag-Based Intake Routing and Lead Scoring
Long-Term Nurture Campaign (12+ touchpoints)
Missed Call Text-Back & Voicemail Drops
Optional: Fixed-Fee Checkout Funnel Integration
CRM + Calendar Sync with GoHighLevel
Includes strategy session, full buildout, all workflows, CRM logic, copywriting, forms, automations, and calendar sync — ready in 7–10 business days.
Results You Can Expect:
More qualified case leads in your pipeline
Fewer no-shows, missed follow-ups, or gaps in intake
Stronger conversions from initial inquiry to paying client
More 5-star reviews and stronger local search visibility
Less admin stress — more focus on practicing law
Say Goodbye to
Tech Worries with Our Snapshot Support Team
Fuel Your Growth with Ready-to-Launch
Solutions
Turn Clicks into Clients with Our Conversion-Optimized Funnels
Put Your Business on Autopilot with Proven Workflow Systems
Ready to Attract Better Cases Without Wasting Time?
We only take on 3 new firms per month to ensure quality implementation and support.
Book your free strategy call today and let Smart Legal OS streamline your lead flow and client intake — so you can focus on your practice, not the pipeline.
See how the workflows, follow-up, and client qualification logic work step-by-step.
Book a strategy call and let’s build
your Smart Legal OS.
