Automating Lead Capture & Intake: The Keys to Law Firm Success

When:  Sep 19, 2018 from 12:00 PM to 1:00 PM (CT)


Is your firm’s intake process in need of an overhaul? Do you have difficulty converting  new potential clients and referrals into clients? With poor communication being cited as the number one reason for client complaints to the bar, it is more important than ever to stay on top of matters and set a good model for communication early on.

In this session, we’ll go over some of the essential tools and processes that firms can implement to ensure quick response times  to prospective clients, and to prevent good leads from falling through the cracks.

From discussing tools for automating lead capture and new-client intake, to reviewing examples of lead-qualification questions and intake forms, in the session you’ll get an in-depth look at how to best organize the intake process and convert more leads to new clients.

What You’ll Learn:

  • Learn best practices for capturing leads and conducting new client intake, and how to develop an efficient, standardized process for your firm that generates the types of clients you want.
  • Learn the best lead-qualification and intake questions and formats, and how to best communicate during the initial “vetting” phase.
  • Learn how to generate referrals through automated follow-ups and monetize “bad” leads through your own referrals.
  • Learn how to automate the lead-capture and client-intake processes using technology and outsourced services.


  • Run a more efficient, productive law firm for sustainable, scalable growth
  • Ensure a good client experience and positive reviews
  • Increase earnings


  • Increase responsiveness
  • Improve adherence to Professional Rules of Conduct
  • Increase ROI / Conversion Rate
  • Increase efficiency & productivity by reducing unnecessary interruptions
  • Attract better-fitting clients and weed out ill-fitting leads.

Presenter Biographies:

Maddy Martin is the head of marketing and partnerships for, which provides law firm communication services, including their virtual receptionist & intake service, web chat, and Keypad cloud phone system. She has spent the last decade growing tech startups from New York to California, and has expertise in digital marketing, small business communications, lead conversion, email marketing, SEO & content marketing, social media, comarketing, and event marketing. Maddy can be reached at

Michael Chasin is the Co-founder and CEO of the legal tech startup, Lexicata, the #1 client intake and CRM software for lawyers looking to run more organized, efficient, and profitable firms. With thousands of law firms on the platform, Lexicata helps bridge the technology gap many law firms face as more and more professional services move online to the cloud. Prior to Lexicata, Chasin founded LawKick, a leading online marketplace for seamlessly connecting clients to the perfect lawyer for their needs. After running LawKick for several years, Chasin became intimately familiar with the fact that lawyers often struggle to manage their leads effectively. As such, Lexicata was born in 2014 and has been booming since.

Before running two successful businesses, Chasin attended the University of North Carolina at Chapel Hill, earning his BSBA in Business, before moving onto Loyola Law School at Loyola Marymount University, where he earned his MBA and J.D. respectively. He currently resides in Los Angeles, CA. Michael can be reached at