Law Firm Client Intake Automation
Legalโ ๏ธ The Challenge
A 15-person law firm in Tampa was spending 12+ hours per week manually entering new client information from intake forms into their CRM, billing system, and document management platform. Staff frequently made data entry errors, leading to billing disputes and client frustration.
โจ The Solution
We built a custom Make.com workflow that automatically extracts client data from intake forms (Google Forms), validates the information, creates records in their CRM (Clio), sets up billing accounts, generates engagement letters, and sends welcome emailsโall in under 2 minutes per client.
Before & After
BEFORE
12 hours/week manual entry
AFTER
2 minutes automated
๐ Measurable Results
12 hrs/week
Time Saved
95%
Error Reduction
$18K
Annual ROI