CONTACT INFORMATION

Tell us how to reach you so we can review your firm’s intake systems and provide a tailored analysis.

Full Name

Law Firm Name

Email *

Phone *

Firm Website

Business Address (City, State)

PRACTICE & REVENUE

Understanding your practice helps us identify where the biggest growth opportunities exist.

1. Practice Areas (select all that apply):

Personal Injury

Criminal Defense

Immigration

Other: __

2. Approximate annual revenue:

<$250K

$250K–$500K

$500K–$1M

$1M+

How many active cases do you currently have per month?

5.How many new clients do you currently get per month?

Average case value: $____

CURRENT MARKETING

Current Marketing & Lead Systems

1. Do you currently have a Google Business Profile?

If yes, is it optimized for leads? Yes / No

2. Do you have a website landing page for leads? Yes / No

If yes, what is the URL?

3. How do most of your clients currently find you?

4. Do you currently use:

Email campaigns? Yes / No

Content creation? Yes / No

Social posting automation? Yes / No

Lead intake forms? Yes / No

MISSED OPPORTUNITIES

Many firms lose potential clients due to slow response times or missed calls. This helps us identify those gaps.

1. How often do you miss calls from potential clients?

2. Do you currently have a system to follow up automatically if a call is missed?

3. If yes, describe: _____

4. Estimate how many potential clients you think you lose per month due to missed calls or slow follow-up: __

GOALS & PAIN POINTS

1. What are your top 3 business goals for the next 12 months?

2. What’s the #1 challenge preventing your firm from reaching those goals?

3. What tasks or systems in your marketing/lead generation frustrate you the most?

4. If you could fix one thing immediately in your lead intake or marketing, what would it be?

AUTOMATION & AI

1. Are you open to using AI-powered chat agents for after-hours calls?

2. Would you like an automated missed-call text system? Yes / No

3. Are you interested in automated content posting across social media?

BUDGET & INVESTMENT

1. What is your current monthly budget for marketing/automation services?

2. Are you looking for a full-service done-for-you solution?

3. Are you ready to invest in a solution that delivers predictable new leads and clients every month?

Revenue protection systems built for law firms that want to capture every opportunity, improve intake, and protect growth.

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