CRM + Intake Optimization for Family Law Firm
We overhauled this firm’s CRM and intake systems to match how family law clients actually make decisions—emotionally, urgently, and across multiple touchpoints. By aligning their backend with real-world behavior, we unlocked faster response times, tighter tracking, and dramatically better outcomes.
Client
Confidential – Family Law Practice
Service
CRM System Rebuild, Intake Workflow Automation, Attribution Tracking
Duration
90 Days
Location
Western U.S.
The Challenge
The firm had no problem generating leads—but converting them was a different story. Their CRM was outdated, their intake system was slow, and they had no real insight into which campaigns were driving results. Opportunities slipped through the cracks daily, and the team was overwhelmed without knowing why.
💡 The Strategy
This wasn’t a traffic problem—it was an infrastructure problem. We rebuilt the firm’s CRM from the ground up to reflect how family law decisions unfold: emotional, high-stakes, and rarely linear. Our strategy centered on streamlining intake, shortening response time, and adding visibility at every stage of the funnel—from first click to retained client.
Success Metrics
+41% Increase in Booked Consultations
Avg. Response Time Dropped from 6 Hours → 9 Minutes
$92K in Attributed Retained Revenue
Funnel Drop-Off Rate Decreased by 38%
