Legal, law firm client intakeClient-Intake Law Firm
A law firm automated client intake, from referral email and phone call to signed retention letter, on Salesforce.
A law firm receives prospective client inquiries from legal referral services, its website, and phone calls. Each inquiry goes through an evaluation before the firm decides to take the case and send a retention letter.
The challenge
Referral leads arrived by email and had to be re-keyed by hand. Calls were logged separately, the evaluation process and its milestone dates were tracked inconsistently, and retention letters went out and came back outside any system.
The solution
SiiMPLY7 implemented Sales Cloud around the firm's client evaluation process, with custom fields and date automation for each milestone. Email handlers turn referral service emails into leads automatically, a telephony integration shows caller details and logs calls, DocuSign sends retention letters, and Inbox connects email and calendars. Later phases added a Slack integration for evaluations.
Implementation highlights
What we built.
- Client evaluation process with milestone date tracking
- Referral emails automatically converted into leads
- Click-to-dial and caller pop-ups with auto-logged calls
- Retention letters sent and returned through DocuSign
- Evaluation updates shared through a dedicated Slack channel
Results
Referral leads created automatically
Letters signed and stored in Salesforce
Every evaluation milestone tracked
Engagement summary
The core intake build ran about six to eight weeks, followed by several enhancement phases as the firm refined its process.
What's next
The firm continued to extend collaboration and reporting on top of the intake platform.
More case studies
Looking for similar results?
Let's simplify the complex, together.
A senior architect, not a sales rep, will map your first move inside 48 hours.