Managed CRM for Law Firms
One managed system for your intake: every call, web form, and ad lead captured in one place, moved through a clear pipeline, followed up automatically, and booked on your calendar. We build it, host it, and maintain it.
Get a free review of how your firm captures, follows up with, and books prospective clients.
Why law firms lose leads after the click
Calls go to the front desk, web forms land in someone's inbox, ad leads sit in a separate dashboard. With no single record, nobody knows who has been contacted, and prospective clients fall through the gaps.
A prospect who doesn't book on the first call needs several touches, and busy staff rarely have time for them. The person who wanted to hire you ends up calling the next firm on the list.
Scheduling by phone tag and email chains slows everything down. Every extra day between inquiry and consultation is a day the prospect keeps shopping.
Without tracking from first touch to signed client, you're guessing which website pages, ads, and referral sources are worth the money and which aren't.
Intake is where cases are won or lost
We build marketing for law firms, and we kept seeing the same thing: firms paying for traffic and calls, then losing a real share of those prospects to missed follow-up, slow scheduling, and leads nobody could find a week later.
So we build and run the system that catches them. One managed CRM that captures every inquiry, keeps follow-up going without anyone having to remember, and shows you which marketing actually brings in clients. We host it, maintain it, and adjust it as your intake changes.
What we do
01
Website forms, tracked phone calls, chat, and Google Ads and LSA leads all flow into a single contact record automatically, tagged with the source they came from, so no inquiry depends on someone copying it over by hand.
02
We map your real intake process into clear pipeline stages, from new inquiry through qualified, consult booked, and retained, so your team always knows what's next for every prospective client and nothing stalls unnoticed.
03
Multi-step text and email follow-up runs on its own until the prospect books, with online scheduling, confirmation messages, and reminders that cut down on no-shows. After a matter closes, the same system can send a review request.
04
See which sources produce consultations and retained clients, not just clicks. Through our workflow automation platform the CRM connects to thousands of apps, including calendars, email, payments, and the practice-management tools many firms already use.
A simple path to better intake
Step 1
We trace how calls, forms, and ad leads reach your firm today and find where prospective clients drop off. You leave with a clear plan whether you hire us or not.
Step 2
We set up your pipelines, lead capture, follow-up sequences, booking, and integrations, then train your team. Most firms are live within one to two weeks.
Step 3
We monitor performance and usage, keep everything running, and refine your automations. If you're near a capacity limit, we tell you first and nothing changes until you approve it.
When intake runs itself
Picture opening one screen and seeing every prospective client, where they stand, and what happens next, while follow-up and reminders run in the background.
Our promise to you
Switching to a new agency can feel overwhelming, and we understand the effort that comes with it. That's why we treat your marketing budget with the same care we'd want for our own. We're selective about our partnerships, but when you choose to work with us, we'll go above and beyond. Your trust means everything to us.
The cost of informal intake
Common questions
A law firm CRM (client relationship management system) tracks prospective clients from the first inquiry to a signed engagement. It collects every call, form, and ad lead in one place, moves each prospect through your intake stages, automates follow-up and consultation booking, and reports on which marketing actually produces clients. It sits in front of your practice-management software, which handles the matter once a client is retained.
Practice-management tools are built to run open matters: documents, billing, deadlines, and time. Our CRM is built for everything before that, meaning capturing leads, following up, qualifying, and booking consultations. Where your practice-management platform offers an integration or API, we can pass new clients across so nobody re-enters data.
Our Custom CRM starts at $497 per month, with scope and pricing based on your firm's needs. A Basic CRM System is also included in every marketing bundle. See the full breakdown on our pricing page at /black-cat-pricing.
Most CRM setups are live within one to two weeks, depending on how many intake workflows and integrations your firm needs.
No. We handle the infrastructure, setup, automations, and ongoing maintenance. Your staff just works leads in the CRM, and we train them on it.
Your data runs on a managed, high-availability database with encrypted connections and automatic backups. It is always yours, and we can provide a full export whenever you ask for it.
We monitor your automation usage, database performance, and storage. When you're getting close to a limit, we reach out first and explain what the next level looks like and what it costs. Nothing changes until you approve it.
Yes. Our work is backed by a 30-day money-back guarantee.
Book a free intake review. We'll trace how calls, forms, and ad leads move through your firm today and show you where prospective clients are slipping away.
A free, no-obligation website audit and the exact plan to fix it, in 30 seconds.