A potential client usually calls several firms, and the first to respond often gets the consult. We set up your CRM around intake and follow-up, then automate the replies, reminders and tracking so every inquiry gets handled and nothing sits unanswered.
A law firm CRM is the system where inquiries, consults and clients are tracked so no potential client is lost between the first call and the signed agreement. RevUp Now AI sets it up around how your firm handles intake, in GoHighLevel or the CRM you already use, automates the repetitive parts and maintains it for a flat monthly fee. Confidentiality and advertising rules differ by state and firm, so we scope them with you in the discovery call. See our law firm answering service.
Someone who needs a lawyer often contacts several firms in an afternoon. If your intake depends on someone checking messages, the consult goes to the firm that replied first.
Maybe some of this sounds familiar:
Web forms and voicemails sit until the next day.
A booked consult is missed and never rescheduled.
You do not know which marketing brings in signed clients.
The first consult went well and the follow-up never happened.
A CRM only helps if it matches how your firm works.
Intake. Forms, calls and messages create a record with the details you need.
Consult booking. Times come from the attorney’s calendar, with reminders.
Follow-up. Inquiries and consults that have not signed get timely follow-up. See lead follow-up automation.
Source tracking. You see which marketing channels produce signed cases.
Conflict and fit screening. Questions you define, before the consult is booked.
Reporting. A simple view of inquiries, consults and signed clients.
Every practice area has different intake questions. We build the forms and screening with you, and we scope confidentiality, advertising and messaging rules in the discovery call, because they vary by state and firm. We do not promise compliance on a web page.
You can start with intake and add more later. Here’s how setup works, and our legal intake service covers phone intake.
Here is an example of how one inquiry can run, using rules like the ones we would build with you. Your details will differ.
Someone submits your contact form at 9pm.
Reply. A message goes out within moments confirming receipt and asking a few intake questions.
Screen. Their answers show whether it fits your practice and service area.
Book. A consult is booked on the attorney’s calendar and a reminder is scheduled.
Hand off. The intake summary lands in the CRM for the attorney.
Follow up. If they do not sign, a follow-up sequence starts.
| Spreadsheet and inbox | Legal CRM software | RevUp Now AI | |
|---|---|---|---|
| Fits your intake | Whatever you track | Generic legal templates | Built around your firm |
| Reply to new inquiries | When someone sees it | Often manual | Automatic, then handled |
| Follow-up | Manual | Manual or limited | Automated, with replies handled |
| Who sets it up | You | You or the vendor | We do |
| How it is billed | Staff time | Per seat, per month | Flat build fee, flat monthly fee |
Tools vary. The comparison describes typical spreadsheets and legal CRM setups.
Ask every provider the same questions:
A flat build fee to set up the CRM and a flat monthly fee to manage and maintain it. Month to month, usually live in about 30 days. Here’s how setup works.
Also see law firm answering service and personal injury intake.
No pitch deck. We’ll look at how inquiries reach your firm today and tell you straight whether this would help.
