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Legal Intake Playbook: GHL Snapshot, Intake Flows, and AI
October 1, 2025
9 min read
By Sales Logistix Editorial Team
Top Pain Points (from law Reddit, FB groups)
- Slow intake and missed calls
- Low consult show-up rates
- Poor qualification wastes attorney time
GHL Snapshot
Legal Services Snapshot: practice-area forms, conflict checks, consult calendar, and pipelines.
Core Workflows
- Speed-to-Lead: SMS in 1–2 minutes with consult link
- Pre-Consult Prep: questionnaire + doc upload + fee info
- No-Show Reduction: 24h/2h reminders; easy reschedule
- Review & Referral: post‑case review ask + referral program
AI Agents
- AfterHours Voice Agent: captures matter type, urgency, books consult or escalates
- Secure Chat: answers FAQs (jurisdiction, hours, parking), sets consults
Sources
- Lead Response Management study (speed matters)
- Clio Legal Trends (intake and response data)
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