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Implement a CRM + Funnel System Built for Consistent Follow Up.
Your intake should do more than store contacts. With our Done For You setup, we configure your law firm CRM, build your intake pipeline, and set up the automations and tracking that help your team respond faster, follow up consistently, and see exactly where leads are getting stuck.
As Seen On
Is “Law Firm CRM + Funnel Setup” the
Right Fit for Your Firm?
This is for firms that want an intake system, not scattered tools: a clear pipeline, consistent follow up, and tracking so you can see where leads are getting stuck.
Stop Losing Opportunities to a
Broken Intake System.
Many firms lose opportunities because intake lives in inboxes, spreadsheets, and memory. With our Done For You CRM + Funnel Setup, we build a clear pipeline and follow up workflow, set up automations for the repeatable steps, and add tracking so your team can respond faster and stay consistent.
Responsive Communication
When responses are delayed, leads cool off. A defined workflow and automated reminders help your team respond faster.
Organized Client Data
When data is scattered, it is hard to see what is happening. A centralized CRM keeps lead details, status, and notes in one place.
Consistent Follow-Up
When follow up is manual, it becomes inconsistent. Templates and automations help you keep touchpoints consistent without extra admin work.
Effective Ad Spend
If you are paying for traffic, you need tracking and attribution so you can see which sources produce inquiries and where leads drop off.
If your firm is not tracking leads and follow up is inconsistent, you are likely missing opportunities you already paid to generate.
Prospects expect a timely response and a clear next step.
From Scattered Tools to a
Consistent Intake and Follow Up System.
Here is the difference between managing leads manually and running intake through a defined pipeline with automations and reporting.
Without Our Service:
What most firms face when managing leads manually:
- Lost Leads: Leads fall through when there is no single place to capture, assign, and track follow up.
- Slow Follow Up: Manual calls and emails create delays and inconsistent contact attempts.
- No Visibility: You cannot see lead sources, pipeline stages, or where prospects drop off.
- Missed Opportunities: Disconnected tools make it easy to lose context and momentum between touchpoints.
With Our Service:
What working with our system gives you:
- Centralized Tracking: Leads are captured in one place, assigned, and tracked through defined pipeline stages.
- Automated Follow Up: Email and SMS automations support the repeatable steps, with templates and reminders for your team.
- Clear Reporting: Dashboards track lead sources, pipeline activity, and response performance so you can spot bottlenecks.
- A Consistent Intake Process: A clear next step, reminders, and routing help your firm respond consistently and reduce leads going cold.
Manage Every Lead With a CRM + Intake
System Built for Consistent Follow Up.
By launch, your firm will have a CRM and intake workflow that captures leads, tracks pipeline stages, and supports consistent follow up with automations, templates, and reporting.
- A centralized CRM to capture leads, assign ownership, and track progress through pipeline stages.
- Automated workflows for the repeatable steps, reminders, confirmations, and follow up sequences.
- Intake forms and funnels that route leads to the right next step, consultation scheduling, or a call back workflow.
- Reporting and lead source tracking so you can see what is working and where leads drop off.
See your leads in one place, follow up running on a defined process, and reporting that helps you improve response time and pipeline performance over time.
How Our CRM + Funnel Setup
Process Works.
We build an intake workflow inside your CRM, pipeline stages, automations for repeatable steps, routing, and reporting, so follow up is consistent and performance is measurable.
Discovery & Mapping
We review your current intake process and map the pipeline stages, lead sources, ownership, and follow up rules, so the system matches how your firm actually works.
System Setup
We configure your CRM with pipeline stages, tags, fields, templates, and automations that support consistent follow up and internal handoffs.
Funnel Integration
We connect your website forms, ads, and scheduling tools to the CRM so leads are captured, routed correctly, and tracked by source.
Testing & Optimization
We test the full intake flow end to end, confirm notifications and automations are working, and set a baseline dashboard so you can see what to improve next.
$500M+
Revenue Generated by Our Graduates
85%
Launch a New System or Funnel Within 8 Weeks
1,000+
Law Firms Helped Through Our Programs
The CRM + Funnel Framework
That Scales.
Every system we build gives your firm the structure to capture, track, and convert more clients without letting leads slip through the cracks.
What You’ll Gain
Lead Capture System:
Forms and intake workflows that capture lead details consistently and route them into the CRM with the right source data.
Follow-Up Automation:
Automations for repeatable steps, confirmations, reminders, and follow up sequences, with templates your team can use consistently.
Pipeline Visibility:
A clear pipeline with stages so you can see where each lead is in the intake process and where follow up is slowing down.
Follow Up Rules and Reminders:
Touchpoints and reminders that reduce no shows and help your team follow a defined next step.
Performance Tracking:
Lead source tracking and reporting so you can compare inquiries, consults scheduled, and pipeline outcomes by channel.
Consistency Across Channels:
Centralized data so calls, forms, ads, and manual entries follow the same pipeline and reporting structure.
Scalable Setup:
A setup that can expand with additional pipelines, campaigns, and integrations without rebuilding your intake process.
Real Client Testimonials
Join hundreds of firm owners making years of progress in a matter of months.
"Working with The Law Firm Incubator has been a real game changer for me. What I appreciate most is that no matter where you are—just starting, or mid-flight in a well-established firm—the program meets you where you’re at. It’s just as helpful to someone launching their
practice as he is to an experienced attorney making big changes while the firm is already in motion.
The program brings clarity, practical advice, and tools that actually work—not just theory.
The Tuesday night group coaching calls are one of the highlights of my week. Sitting down with other firm owners and hearing their perspectives is incredibly valuable. I always walk away having learned something new.
"Working with The Law Firm Incubator has been a real game changer for me. What I appreciate most is that no matter where you are—just starting, or mid-flight in a well-established firm—the program meets you where you’re at. It’s just as helpful to someone launching their practice as he is to an experienced attorney making big changes while the firm is already in motion.
The program brings clarity, practical advice, and tools that actually work—not just theory.
The Tuesday night group coaching calls are one of the highlights of my week. Sitting down with other firm owners and hearing their perspectives is incredibly valuable. I always walk away having learned something new.
The program also makes sure we’re not reinventing the wheel—the resources and templates save me time and help keep things organized. And I really value the one-on-one coaching and fractional executive services, because these professionals truly understand both sides: the business side of running a firm and the realities of practicing law itself. That combination makes their guidance practical and easy to put into action.
In short, The Law Firm Incubator has given me not just strategies and tools, but also a supportive community and a coach who really gets it."
The program also makes sure we’re not reinventing the wheel—the resources and templates save me time and help keep things organized. And I really value the one-on-one coaching and fractional executive services, because these professionals truly understand both sides: the business side of running a firm and the realities of practicing law itself. That combination makes their guidance practical and easy to put into action.
In short, The Law Firm Incubator has given me not just strategies and tools, but also a supportive community and a coach who really gets it."
Lynn Banta, Esq.
Business Law, PA
Real Estate Law, GA
“The law firm launch boot camp definitely helped take the scary out of going solo.
It’s like getting the spark notes on how to start a law firm and the accountability to get up and running as soon as possible.
I enjoyed it immensely.”
Real Estate, CA
“Joining The Law Firm Incubator was the best decision I made for my business. Before, I was struggling to get reliable clients and felt overwhelmed by all the moving pieces of running a firm. Now, I have a clear plan, automated systems that bring in leads, and expert guidance whenever I need it.
If you’re a lawyer trying to grow your firm without burning out, this program is for you!”
Personal Injury, NY
“The skills learned through the incubator have provided me with a structured framework to outline our firm’s objectives and identify clear, measurable steps towards achieving them.
The incubator has also been instrumental in helping me craft more effective marketing strategies.”
Lemon Law, CA
“The best practices and strategies the incubator provides have consistently increased my firm’s profitability and made my life easier as a firm owner.
If you are thinking about joining – do it.”
Criminal Defense, GA
“I have been a criminal defense solo practitioner for nearly 10 years. I was a true solo – doing everything myself. I wanted to take administrative things off of my plate to be able to focus on practicing law, and I needed assistance to learn how.
I chose to go with the Law Firm Incubator…”
Real Estate, CA
“Our biggest problem was a lack of Standard Operating Procedures for important non-attorney functions, and then our need to organize those SOP’s. I chose to join The Law Firm Incubator because of their specific experience in drafting SOP’s for law firms.
Since hiring a Fractional COO through the program…”
Employment Law, CA
“Working with The Law Firm Incubator has been an amazing experience.
What sets it apart is the way it combines high-level strategy with hands-on implementation. Instead of vague concepts, you gain a step-by-step framework for marketing, client acquisition, and automation that is specifically designed for lawyers…”
Trusts & Estates, VA
“Our small firm was struggling to do things in a consistent, standardized way before I joined Law Firm Incubator. I find great value in the law-firm-specific tools and standardized operating procedures that LFI has been able to suggest.
We have implemented these ideas to be more efficient…”
Personal Injury, VA
“While doing research on starting a new law firm, I came across tons of resources and materials. I found it overwhelming at first trying to figure out what to prioritize and planning ahead accordingly. The Law Firm Incubator does a great job of providing structure and giving you something very specific and useful to concentrate on a given week.
By working on discrete items weekly, you make…”
Entertainment Law, CA
“The Law Firm Incubator and the advice provided has greatly helped scale my practice, automate processes, and increase efficiency + revenue.
Highly recommended to lawyers and law firms.
Thank you Matt and the Law Firm Incubator team!”
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Start your transformation today
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Overwhelmed Lawyers into Empowered CEOs
Beyond Your CRM,
Add the Systems That Feed and Support Intake.
Your CRM is the intake hub. If you want more consistent lead flow and smoother operations, explore our other Done For You services that connect directly to your pipeline.
Get a CRM + Intake System Built for Consistent Follow Up.
Stop relying on manual follow up and scattered tools. Launch a CRM setup with clear pipeline stages, intake routing, automations for repeatable steps, and reporting so your team can respond faster and track what is working.