Designed to convert leads while you sleep.
Intake forms that live on your site. Automated email and SMS follow-up that fires the moment a form is submitted. Conflict screening before the first call. One-click conversion from lead to active client and matter. All in one platform.
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From first contact to retained client
Customizable intake forms
Build intake forms for any practice area with drag and drop. Embed them on a website or send a direct link. Submissions are designed to create leads automatically.
Automated follow-up
Email and SMS sequences are designed to fire the moment a lead submits a form, so a response goes out even at two in the morning on a Saturday.
Conflict screening at intake
Every new lead is designed to be screened against the client and matter database, with potential conflicts flagged before the first consultation.
One-click conversion
Convert a qualified lead into an active client and matter in a single step. Intake data, documents, and notes carry forward.
How the intake flow is designed to work
Live product screenshots will be added once the intake surface area is ready to share publicly.
Capture leads around the clock
Industry research has consistently shown that responsiveness is the single biggest predictor of whether a lead retains your firm. LegalEdge intake forms are designed to live on your website, capture leads at any hour, and trigger automated responses, so the first impression does not depend on whether anyone is in the office.
- Embeddable forms for websites, landing pages, and social media
- Automated email and SMS confirmation on every submission
- Leads routed by practice area, availability, or custom rules
Automated follow-up sequences that nurture leads
A single follow-up email is rarely enough. LegalEdge is designed to support multi-step sequences (email on day one, SMS on day two, reminder on day five) that continue until a lead books a consultation or opts out. Automated nurture is built to free attorneys from chasing leads manually.
- Multi-step email and SMS sequences with customizable timing
- Conditional logic per practice area and lead source
- Automatic pause when a lead books a consultation or responds
Conflict checking before the first call
Running conflicts manually is slow and error-prone. LegalEdge is designed to screen new leads against the full database (clients, opposing parties, related entities, aliases) and flag potential conflicts before an attorney picks up the phone.
- Fuzzy matching to catch name variations, misspellings, and aliases
- Screens against clients, opposing parties, and related entities
- Conflict reports logged for compliance and audit purposes
Pipeline management with full visibility
See every lead in the pipeline (from initial inquiry through retained client) in a single dashboard. Filter by source, practice area, assigned attorney, or stage, and track where marketing dollars are producing results.
- Kanban-style pipeline view with drag-and-drop stage management
- Lead source, cost-per-lead, and conversion tracking by channel
- Custom pipeline stages for different practice areas
Lead-to-client conversion in one step
When a lead is ready to retain, LegalEdge is designed to create the client record, open the matter, generate the engagement letter, and move intake data (documents, notes, communications) into the new matter file in a single action.
- One-click conversion from lead to active client and matter
- Engagement letter generated from intake data and templates
- Documents, notes, and communications transferred to the matter
Appointment scheduling built in
Leads can book their own consultations against real-time attorney availability. Automated confirmations and reminders are designed to reduce no-shows, and consultation notes flow back into the CRM ready for conflict review and conversion.
- Self-service booking against real-time attorney calendars
- Automated email and SMS reminders designed to reduce no-shows
- Consultation notes and outcomes tracked in the lead record
See where clients come from
LegalEdge is designed to track lead source on every intake (Google Ads, referrals, website organic, social, directories) and surface cost per lead and per client by channel. Integrations with Google Analytics, Facebook Ads, and call tracking platforms are part of the platform plan.
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