Website Lead Pre-Qualification Automation
A done-for-you law firm automation built for the Digital Intake Specialist, connecting Jotform, Clio, and Slack so the work below happens on its own.
What this automation does, step by step
When a visitor submits the firm's website contact form in Jotform or Gravity Forms, the automation automatically walks them through a short series of qualifying questions, case type, rough timeline, whether they're already represented by another attorney, before the submission ever reaches a staff member, using a conversational form flow rather than a flat contact form.
Based on the answers, the lead is automatically scored and tagged by practice area and urgency in Clio Grow, and high-priority matters, like an approaching statute of limitations or an active emergency, route straight to the digital intake specialist with a Slack alert instead of sitting in a general queue.
Lower-priority or non-matching leads are automatically routed to the appropriate nurture sequence instead of consuming staff time.
Intake staff know the case type and urgency before they ever pick up the phone, and the firm spends less time on unqualified inquiries.
- Web form tool (e.g., Jotform or Gravity Forms)
- CRM (e.g., Clio Grow or Lawmatics)
- Zapier or Make.com
- Slack (priority lead alerts)
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
Manually, a digital intake specialist is stuck doing repetitive follow-ups and data entry that could otherwise run quietly in the background. It's the kind of work that quietly eats hours every week.
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
Missed Call & After-Hours Lead Recovery System
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Consultation Scheduling & Qualification Bot
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Missed Call Text-Back System
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Consultation Request Triage & Routing System
When a prospective client submits a consultation request through the firm's website form in Jotform, the automation reads the practice area field…
Missed Call Text-Back System
When an inbound call to the firm goes unanswered because every line is busy or it's after hours, the phone system automatically fires a webhook that…
Non-Converted Consultation Nurture Sequence
When a prospect completes a paid or free consultation in Clio Grow but doesn't sign an engagement letter within a set window, the automation…