5 Star Rated on Google
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.
“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.”
Lynn Banta, Esq.
Business Law, PA
“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!“
Avi Dahan, Esq.
Entertainment Law, CA
We help firms of all sizes and practice areas achieve sustainable growth through proven systems.
We’ve helped hundreds of firms get there and we can help you too.
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.
“I chose to go with the Law Firm Incubator to assist with delegation and automation. After my discovery call, I knew I needed to sign up. I did, and I am very glad that I did.
I took the automation bootcamp and it has improved my firm immensely. Things run much more smoothly. I have delegated and automated many administrative tasks which has allowed me to focus more on the actual practice of law, as well as focus on more business generation. I began a Google Local Services campaign that has a very strong ROI. I no longer answer every single phone call that comes in. I have processes and people in place, and life is easier.
I would absolutely recommend the Law Firm Incubator to any firm serious about improving their processes. My stress is down, my revenue and profits are up. I know for a fact it is because of the Law Firm Incubator.”
Gregory Clement, Esq.
Criminal Defense, GA
“I’ve been with The Law Firm Incubator since its beta launch. Matt is dedicated to helping small and new law firms grow, and helping more established law firms scale. Matt’s experience in legal ops and affinity for legal tech is an invaluable resource for small firm owners like myself, who don’t have the time or mind space to figure out what their ‘tech stack’ should consist of.
Definitely worth getting on a discovery call with Matt if you’re in the market for a law firm business coach.“
Lynn Chen, Esq.
Business Law, GA
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.
“I find great value in the law-firm-specific tools and standardized operating procedures that Law Firm Incubator has been able to suggest.
We have implemented these ideas to be more efficient and consistent in marketing and services to deliver high-quality results and free up time to work on building our firm. If you want law-firm-specific business tactics to launch your law firm or take it to the next level, I recommend LFI.”
Michael Murphy, Esq.
Trusts & Estates, VA
“Matt and his team of fractional executives support both new and experienced law firm owners with automation and marketing strategies.
Through the program’s wide range of services and membership benefits, they personalize each member’s experience according to their specific needs.
You will not find a better place/group of people to guide you on your law firm journey. To me, it’s one of the wisest investments I’ve made for myself and our firm.
Raechel Cowell
Disability Law, WA
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.
“Before joining, running my firm felt like trial and error. I lacked systems, felt overwhelmed, and even doubted if my practice could replace my income. From the first call with my coach, I felt supported. Mentorship, group coaching, and access to a Fractional COO and CMO showed me I wasn’t building this alone anymore.
Since joining the program, LFI has fully built out my marketing, including logo, website, branding, and social media. I now have a consistent flow of leads and clients, and my intake process is smooth and efficient. I also hired and successfully onboarded a legal assistant. As a result, my stress is down and my confidence is way up.
Most importantly, LFI didn’t just help me build a firm; it helped me become a CEO. If you’re tired of doing it alone and ready for real structure, support, and growth, I highly recommend Law Firm Incubator.”
Saradja Paul, Esq.
Business Law, NY
“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. The coaching is insightful, and the done-for-you services remove the guesswork that so often keeps small firms stuck. This program is an invaluable resource for any attorney committed to building a sustainable and thriving firm.”
Shahran Kangavari, Esq.
Employment Law, CA
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
“I highly recommend The Law Firm Incubator (LFI) to any attorney who wants to start a firm, increase client leads and help your firm expand and modernize.
I have owned my own law firm for over 10 years and realized it was time to make changes if I wanted more growth and flexibility. But I didn’t understand exactly what changes needed to happen or how to implement them, so I knew that the next step was a business coach. But I wanted a coach and a program that was specific to law firms. I did a lot of research and LFI came highly recommended.
The program provides step-by-step guides from everything to creating a landing page to hiring virtual assistants. I also found great value in the weekly group coaching calls so that we can all continue learning and growing. I can’t recommend LFI enough!“
Carolyn Walsh Parry, Esq.
Family Law, NY
“Our biggest problem was a lack of Standard Operating Procedures for important non-attorney functions, and then our need to organize those SOPs. I chose to join The Law Firm Incubator because of their specific experience in drafting SOPs for law firms.
Since hiring a Fractional COO through the program, we have rolled out a new intake process to allow for newly hired intake persons to quickly get up to speed and take calls. We have also drafted new SOPs for other key areas. But most importantly, I have a few people on my team who have embraced and excelled at drafting new SOPs so we can continue documenting all of our core processes with our Fractional COOs guidance.
Joining the weekly group coaching meetings has also been helpful.
I would highly recommend The Law Firm Incubator for any law firm owner who isn’t ready to hire a full time COO or is interested in getting a second opinion about their operations and where it can be improved.”
Mark Gomez, Esq.
Real Estate, CA
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 our community of firm owners building highly profitable law firms and reclaiming life.
“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.“
Corey Lederman, Esq.
Personal Injury, NY
“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.”
Robert Mobasseri, Esq.
Lemon Law, CA
“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 measurable progress on planning your business. For me, it was like Barbri for launching a law firm.”
Nathan Bordegaray, Esq.
Personal Injury, VA
“Very helpful step by step process and follow along workbooks with videos as well as coaching support.
Great for attorneys starting thier own form looking for this type of structure.“
Michael Curley, Esq.
Trusts & Estates, CT
We've Helped Transform Hundreds of
Overwhelmed Lawyers into Empowered CEOs
“Hi, 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!“
Allen Hanasab, Esq.
Real Estate, CA
“Incredible service. Allowed my law firm to excel. I don’t know where I would be without them!”
Joseph Novel, Esq.
Personal Injury Law, CA
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.