SherpLaw Services
Intake & CRM Consulting
Intake & CRM Consulting for Law Firms
Marketing generates the lead. Your intake process determines whether it becomes a client. We audit and optimize the full pipeline — from first contact to signed retainer.
Get a Free ConsultationThe Leakiest Part of Most Law Firm Marketing Is After the Click
Firms spend thousands on SEO and ads, then lose 40–60% of leads to slow follow-up, poor intake scripts, or a CRM nobody actually uses. The problem isn't the marketing — it's the system behind it.
SherpLaw audits your entire intake pipeline and builds the infrastructure to convert the leads you're already generating. We configure your CRM, write your intake scripts, and train your staff — so no lead falls through the cracks.
What's Included
CRM Setup & Configuration
We configure Clio, Lawmatics, HubSpot, or your preferred platform — custom pipelines, automated follow-up sequences, and dashboards that show you exactly where every lead stands.
Intake Script Development
Professionally written intake scripts tailored to your practice areas. Probate, personal injury, or both — we write scripts that qualify leads and convert callers into consultations.
Lead Response Automation
Speed-to-lead is everything. We build automated SMS and email sequences that respond to new inquiries within minutes, keeping your firm top-of-mind while competitors go silent.
Staff Training & SOPs
Your intake system is only as good as the people running it. We train your intake staff and document every process so quality stays consistent as your firm grows.
Pipeline Reporting
Monthly reporting on lead volume, conversion rates, and pipeline velocity — so you know exactly what's working and where to improve.
Intake Audit
Not sure where you're losing leads? We conduct a full intake audit — mystery calls, CRM review, and pipeline analysis — and deliver a prioritized action plan.
Ready to Stop Losing Leads You Already Paid For?
Let's audit your intake pipeline and build a system that converts.
Get a Free Consultation