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CRM and follow-up automation

CRM and Lead Follow-Up Automation for Personal Injury Firms

Speed and persistence decide who signs the case. We set up the systems that respond immediately, route leads to the right person and keep following up until there is an outcome.

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Leads go cold while your team is busy

Intake teams juggle calls, paperwork and follow-ups. Leads that are not contacted quickly or are dropped after one attempt tend to sign elsewhere. Automation handles the predictable parts so your people spend time on conversations that need a human.

What we build and run

Instant response

Automatic text and email acknowledgements with clear next steps, sent within moments of an inquiry.

Routing and assignment

Rules that send leads to the right intake specialist by case type, language and availability.

Follow-up sequences

Timed reminders for staff and compliant messages for leads who have not yet retained.

Pipeline reporting

A clear view of leads by stage, and where they drop out.

How an engagement runs

  1. 01

    Audit

    We review your site, Search Console, Google Business Profile, intake process and competitors before recommending anything.

  2. 02

    Prioritize

    You get a short written plan ranked by expected case impact, with what we would not do and why.

  3. 03

    Build and launch

    We ship pages, tracking and intake fixes in stages so you see progress without a risky big-bang launch.

  4. 04

    Report on cases

    Monthly reporting ties activity to calls, signed cases and cost per case, not just rankings and traffic.

Frequently asked questions

Which CRMs do you work with?

We work with common legal CRMs and general platforms. We recommend sticking with your current system unless it is clearly blocking progress.

Is automated texting allowed?

Texting rules, consent requirements and bar guidance apply. We set up consent capture and opt-out handling, and you should have counsel confirm your approach.

Will automation feel impersonal?

Done well, it handles speed and reminders while people handle the conversations.

Related pages

  • Legal intake optimization service
  • Law firm missed call text back
  • AI intake for personal injury law firms
  • Personal injury lawyer conversion optimization
Growth partnership application

See if your firm qualifies for a growth partnership

We partner with a limited number of PI firms and medical providers in each market. Book a 30-minute call to see if we can help you build organic lead infrastructure.

Limited partnerships — we work with 2–3 firms per market
Organic lead systems — not one-time projects
Growth partner model — your success is our success

No spam. No obligation. We reach out within 24 hours to schedule your call.

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