For law firms, accountants and advisers
Professional Intake, Consistent Follow-Up, and Nothing Slipping Through
Solicitors, accountants, mortgage brokers and financial advisers win or lose clients on responsiveness and trust. We build GoHighLevel intake and follow-up that feels personal and professional, keeps sensitive decisions with people, and never lets an enquiry go unanswered.
What usually breaks
Where Legal & finance Leads Get Lost
We've set up, migrated or rescued more than sixty GoHighLevel accounts. In this industry the leaks are almost always in the same four places.
Enquiries wait for a callback
A potential client calls or emails and waits a day to hear back. In that day they've spoken to two other firms.
Intake is repetitive
The same questions asked by phone, typed into a form, then re-entered into the case system. Errors creep in and time is lost.
Chasing documents by email
Weeks lost waiting for ID, statements or signed engagement letters, with staff manually sending reminders.
Clients feel forgotten
Matters progress but clients don't hear about it, so they call to ask, which interrupts the work they're asking about.
What we build
The Legal & Finance Flow, End to End
The same order every time: the CRM set up right, then the automations that move the numbers, then the funnels, calendars, payments and reporting around them.
Same-hour enquiry response
Every enquiry gets a professional acknowledgement within minutes, with a link to book a consultation or a callback window, and the right fee earner is notified.
Structured intake forms
Matter-specific forms that collect what you need, run a basic conflict or eligibility check, and create the contact and opportunity with everything attached.
Consultation booking
Calendars per fee earner or adviser, with intake questions answered before the meeting and reminders that reduce missed consultations.
Document collection reminders
A polite, scheduled sequence requesting outstanding documents, stopping the moment they arrive, with staff alerted only when escalation is needed.
Client status updates
Stage changes in the pipeline trigger a plain-English update to the client. Fewer "any news?" calls, more trust.
Permissions and audit trail
Roles, restricted fields and a record of who changed what, designed with your compliance requirements in mind.
What changes
Numbers From Builds Like Yours
Figures from our client work and the standards we hold every build to.
A courteous reply and a booking link go out before a competing firm has read the email.
Across all our engagements, nine in ten clients return for a further phase or ongoing support.
Including professional-services firms that needed intake tightened without changing their case management system.
Forms That Qualify While They Collect
How to design an intake form that gathers what a fee earner needs and routes the enquiry correctly, without feeling like paperwork.
From the Insights blog
Read Before You Book
Three articles that explain how we think about this industry, in more detail than a sales page should.
FAQ
Questions We Hear From This Industry
Automations carry only what they need: name, contact details, matter type and stage. Detailed notes stay in your case management system. We document the data flow so your compliance lead can review it before anything goes live.
Yes. Messages go from the assigned person's name and email, with their signature. Clients see a consistent, personal sender, not a generic mailbox.
Where the software has an API, we connect it so new clients and stage changes sync both ways. Where it doesn't, we use structured exports or a middleware step. We confirm what's possible during the audit.
In a limited role. We use it to draft acknowledgements and summaries for a human to approve, never to give advice or make decisions. Anything sensitive routes to a person, every time.
Make Responsiveness Your Competitive Advantage
A thirty-minute walk through your intake and follow-up, with a prioritised list of what to automate and what must stay human.
No pressure and no sales script. Just a straight look at your flow and the fastest way to fix it.