Consultation Scheduling & Qualification Bot
A done-for-you law firm automation built for the Managing Partner, connecting Twilio, Jotform, and Clio so the work below happens on its own.
What this automation does, step by step
When a prospective client fills out the contact form or texts the firm's main number, this automation runs them through a short qualifying sequence: practice area, case type, jurisdiction, and rough timeline.
Inquiries that fall outside the firm's practice areas or licensed jurisdictions are automatically filtered out with a polite referral message instead of landing in an attorney's inbox.
Qualified leads are routed to the correct attorney's calendar based on practice area and booked directly into an open consultation slot, with a confirmation text and calendar invite sent within seconds.
The managing partner gets a daily summary of every inquiry, qualified or not, so nothing falls through the cracks and no attorney wastes a 30-minute slot on a case the firm was never going to take.
- CRM (e.g., Clio Grow or Lawmatics)
- Zapier or Make.com
- Twilio (SMS qualification)
- Calendly (synced to attorney calendars)
- Jotform (web intake quiz)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
Done manually, a managing partner has to remember to follow up on every case individually, often relying on memory, phone calls, and whatever notes didn't get lost. It rarely feels urgent in the moment, but it adds up fast.
With this automation
- Instant first response by text and email on every new inquiry
- Follow-up cadences that stop the moment a lead replies
- Stalled-deal alerts before a pipeline quietly goes cold
- Clean CRM records without manual data entry
Often built alongside this one
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Consultation Request Triage & Routing System
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Missed Call Text-Back System
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Non-Converted Consultation Nurture Sequence
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Website Lead Pre-Qualification Automation
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