Done-for-you intake funnels for law firms

Turn missed inquiries into signed matters.

CounselMaxx designs, builds, and manages the path from first click to booked consultation—so your firm can respond faster, qualify consistently, and see exactly where each lead stands.

  • Built around your practice
  • Managed after launch
  • Flat-fee model
Your firm’s intake flow

Tell us what happened.

A calm, focused first step for prospective clients.

Select the best fit
Share the key details
Choose a consultation window
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Live pipeline

New inquiryBusiness dispute · 2m ago
Routed
Consultation bookedFamily matter · Today, 2:30
Confirmed
Attorney reviewInjury claim · Notes complete
Ready
New inquiry routed in secondsFirm gets the facts, source, and next action.
Family lawBusiness litigationPersonal injuryEstate planning

The expensive gap

Marketing gets the click. Intake decides what happens next.

Many firms spend to generate attention, then route prospects into a generic contact form, a shared inbox, or a callback queue. CounselMaxx turns that handoff into a designed system.

01

Slow first response

A prospective client is most engaged when they reach out. The system acknowledges, routes, and prompts the next step immediately.

02

Thin intake data

Your team gets structured facts instead of a vague “please call me,” without forcing prospects through a punishing questionnaire.

03

No clear source of truth

Every inquiry, follow-up, appointment, and outcome lives in one pipeline your team can actually work from.

One managed system

From first click to retained client.

We map your current process, build the client-facing funnel, connect the operational pieces, and stay on to manage the system after launch.

01 · ATTRACT

Focused landing page

One clear path for the right kind of matter.

02 · QUALIFY

Smart intake

Questions adapt to practice area and urgency.

03 · ROUTE

Instant alerts

The right person gets the right lead context.

04 · BOOK

Consultation scheduling

Qualified prospects choose an available time.

05 · FOLLOW UP

Structured nurture

SMS and email keep next steps moving.

A

Client-facing funnel

Positioning, page design, copy, intake logic, and appointment flow tailored to your firm.

B

Managed CRM

Pipeline stages, assignments, notes, tasks, and reporting configured for your intake team.

C

Follow-up automations

Immediate acknowledgements, reminders, missed-call follow-up, and internal notifications.

D

Launch + optimization

Testing, staff handoff, ongoing monitoring, and measured improvements—not a file dump.

Built around the matter

Not a generic legal template.

Each funnel is structured around what a prospective client needs to understand, what your attorneys need to know, and what your intake team needs to do next.

01

Family law

Route divorce, custody, support, and urgent matters with a composed, privacy-conscious experience.

02

Business litigation

Capture dispute type, parties, timing, and commercial stakes before attorney review.

03

Personal injury

Organize incident details, treatment status, timing, and conflicts without making the prospect repeat their story.

04

Estate planning

Guide prospective clients toward the right planning conversation and a properly prepared consultation.

Intake leak calculator

Put a value on better follow-through.

Use your own monthly inquiry volume, current conversion rates, and average collected matter value. Then compare that baseline with a modest improvement.

Planning estimate only. It does not predict results and excludes case duration, collections timing, costs, refunds, and attribution quality.

Current monthly value$30,000
Comparison monthly value$42,000

A 4-point lift equals about 2.4 additional matters per month in this scenario.

Pilot engagement

A working intake asset—not another ad campaign.

The launch engagement covers strategy, build, connection, testing, and staff handoff. Ongoing management keeps the system live, measured, and supported.

Complete intake system
$12,500setup
+ $1,500/month managed service
  • One practice-area funnel with custom intake logic
  • CRM pipeline, routing, calendars, SMS, and email setup
  • Team training, launch testing, and operating playbook
  • Hosting, support, reporting, and ongoing optimization
Review the delivery blueprint

Flat fees only. Final scope depends on practice area, integrations, locations, and intake complexity. Funnel assets are licensed during the active managed-service term; client data remains exportable.

Straight answers

Before you hand us your intake.

What the system does, what it does not do, and how it fits beside your existing marketing.

Usually, no. The funnel can live beside your main website as a focused destination for a practice area, campaign, directory profile, social post, or referral partner. Your existing site can continue to serve the broader firm.

The core engagement builds and manages the conversion system after someone reaches it. Traffic generation can be scoped separately. This keeps lead sources and intake performance visible instead of blending them into one opaque promise.

Possibly. We first map your existing tools and workflow. If a clean connection is practical, we design around it. If not, the managed CounselMaxx stack gives the intake team a purpose-built pipeline without forcing attorneys to change their matter-management system.

The system is designed as marketing and intake infrastructure—not legal advice or a lawyer-referral service. Your firm approves claims, disclaimers, consent language, message timing, and practice-specific requirements before launch. CounselMaxx charges flat fees, never a percentage of legal fees.

The exact timeline is set after discovery because integrations, approvals, practice-area complexity, and content readiness vary. The project follows a clear sequence: process map, messaging, build, automation, testing, training, and launch.

Start with the system

See exactly what your firm would receive.

Download the sample delivery blueprint: funnel structure, CRM stages, automations, launch sequence, and the information needed to scope a build.

Review the investment
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