Client Intake

Turn more leads into clients.

LawWorks brings lead capture, attribution, communication, qualification, follow-up, scheduling, e-signature, referrals and conversion into one intelligent intake system. Every lead is captured. Every interaction is tracked. Every follow-up happens when it should. And your team always knows what to do next.

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MMeridian Injury Law

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Search matters and contacts…⌘K Dana WhitfieldMeridian Injury Law DW

Opportunities

Search opportunities… New Opportunity

All Unassigned

Calloway, Reese - DOL 11/23/25Nov 24, 2025 Auto Accident Unassigned Mar 4, 2026 Opportunity

Ibarra, Luz - DOL 10/02/25Oct 6, 2025 Premises Liability JTJ. Torres Feb 26, 2026 Opportunity

Draper, Miles - DOL 01/12/26Jan 13, 2026 Motorcycle Unassigned Mar 1, 2026 Opportunity

Showing 1-3 of 3 opportunities Previous Page 1 of 1 Next

From first contact to signed client — LawWorks keeps intake moving.

Every lead captured, understood and worked

Leads arrive from everywhere. LawWorks makes sure each one is captured, attributed, prioritized and moved toward the right outcome — without anyone asking "what should I work next?"

Never let a lead slip through the cracks

Capture leads automatically from your website, advertising partners, referral sources, calls, APIs and webhooks. Every one gets a complete intake record, duplicate detection, an owner and a workflow — immediately.

Website form Captured

Google Ads · call Assigned · J. Torres

Referral partner Duplicate merged

Know where every case came from

Campaign and click data, landing pages, tracking numbers, referral partners — attribution is captured and preserved automatically, so retained cases and revenue connect back to the marketing that generated them.

Source Google Ads · Brand

Landing page /car-accident-lawyer

Tracking number (512) 555-0142

Work the right leads at the right time

LawWorks continuously weighs lead quality, urgency, engagement and conversion potential to prioritize your intake team's workload. Agents open LawWorks and see exactly what to do next.

Call Sarah now.

High-value lead · Received 4 minutes ago · No contact yet.

Capture

Every lead. Every source. Automatically.

Web forms, ad partners, referral sources, phone calls, APIs and webhooks all land in the same place. LawWorks creates the intake record, checks for duplicates, assigns the lead and puts the right workflow in motion before anyone has touched it.

Every channel, one record Website, advertising, referrals, calls, APIs and webhooks feed a single intake record.

Duplicates identified Repeat submissions and callbacks merge into the existing lead instead of cluttering the queue.

Assigned on arrival The lead gets an owner and a workflow immediately — no record sits ownerless.

New leads · today

Calloway, Reese Website form · 2 min ago assigned

Draper, Miles Google Ads call · 9 min ago workflow started

Ibarra, Luz Referral · Harlan & Reed · 14 min ago duplicate merged

Attribution — campaign, landing page, tracking number and partner — is preserved on every record.

Understand

Know the case, the prospect, the source and the opportunity.

Every lead arrives structured, summarized and scored. LawWorks extracts the key facts, qualifies the matter, projects the statute date and evaluates the opportunity — so the team knows what it's looking at before reading a word.

AI intake summary Key facts extracted, the matter qualified and scored on arrival.

Statute clock starts with the lead A projected limitation date, flagged until a human confirms it.

Prioritized for you Quality, urgency, engagement and conversion potential decide what comes next.

AI intake summary Rear-end collision, clear liability per intake statement. Treated same week.

Matter type Auto Accident · Travis County qualified

Statute of limitations Projected 11/23/27 needs confirmation

Priority High value · no contact yet call now

Engage

Your best intake process. Followed every time.

Build configurable follow-up sequences across calls, texts, emails, questionnaires, appointments and tasks. LawWorks automatically adapts when prospects respond, appointments are scheduled, information arrives or circumstances change — so the chase runs itself.

Automate the chase Multi-step sequences across every channel, adapting as the prospect responds.

All from LawWorks Call, text, email, schedule, collect information and dispatch investigators without switching systems.

Nothing goes quiet Stalled leads are re-prioritized and surfaced before they go cold.

Follow-up sequence · Draper, Miles

Call attempt Immediately · voicemail left done

Text + questionnaire +10 min · questionnaire returned done

Consultation reminder Tomorrow 10:00 AM scheduled

Email · day 2 Skipped — prospect responded adapted

Sequences pause, skip or branch automatically when the prospect responds or an appointment is booked.

AI Copilot

Less data entry. Better conversations. Better intake.

AI assists during the call — capturing information as the conversation happens, identifying what's missing, recommending questions, summarizing the call, updating the intake record and recommending what should happen next.

Captures as you talk Facts land in the record during the conversation, not after it.

Flags what's missing Recommends the questions still needed to qualify the case.

Recommends the next step Summarizes the call and proposes what should happen now.

Live call assist Calloway, Reese · 04:12

Date of loss 11/23/25 Captured from conversation captured

Insurance carrier Ask: "Do you know the other driver's insurer?" missing

Next step Send questionnaire and schedule consultation recommended

Convert

Intake doesn't end at "qualified."

Once a lead is qualified, LawWorks moves it forward without bouncing between systems — consultations, investigators, questionnaires, documents, retainers for e-signature, and automatic conversion of signed clients into active matters.

Schedule and dispatch Book consultations and appointments, or send an investigator for an in-person visit.

Collect and sign Send questionnaires, gather documents and send retainers for electronic signature.

Signed → active matter A signed retainer automatically converts the opportunity into a matter; declines get the right communication automatically.

Opportunity → Matter

Consultation Completed Feb 19 · in office done

Retainer agreement Sent for e-signature Feb 19 signed

Matter 26-0142 Opened automatically from signed retainer active

Declined opportunities automatically receive the appropriate decline communication.

Refer

Not your case? Don't lose its value.

Route it to the right firm, manage the referral and stay informed through resolution. Inbound referrals arrive ready to work, straight into your normal intake workflow.

Refer without starting over The existing intake becomes the referral — nothing re-entered.

Receive referrals ready to work Inbound referrals land in Intake with the prospect, case, documents and terms attached.

Tracked through resolution Status, updates and referral fees stay connected to the original referral.

Referrals

Smarter case referrals, from handoff to resolution.

Outbound and inbound referrals, partner management, intelligent routing, status tracking and referral fees — together in one connected system.

Explore Referrals

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Turn More Leads Into Clients.

Faster response, fewer dropped leads, consistent follow-up and a frictionless path from inquiry to retained matter. Join the waitlist for early access.

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No credit card. No seats. The platform is free to run.