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Lead Intake & Routing
From inbox to process: status, owner, follow-ups, and KPIs – so good inquiries don't get stuck.
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Models and templates to copy – for routing, status, and follow-ups.
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Client IntakeUS Law FirmsLead Conversion
Client Intake Automation for US Law Firms: From Lead to Retainer
Transform how your US law firm handles potential clients. Automated intake, intelligent routing, and follow-up workflows designed for American attorneys.
January 20, 2026
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Intake checklist – data set, prioritization, routing, follow-ups.
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Lead Intake Checklist
All key points for a clean intake process: data records, prioritization, routing, follow-ups, and KPIs.