Industries / Law Firms & Legal Practices
Law firm marketing, legal intake automation, and case management integrationEvery inquiry answered. Every matter tracked.
FXXK Agency builds the websites, practice-area lead generation, intake automation, and reporting systems that help law firms answer every inquiry, run consistent intake, and see which marketing produces signed matters.
- Personal injury firms
- Corporate and business law firms
- Family law firms
- Estate planning firms
- Multi-office law firms
- Other legal practices
Firm intake system
One connected system- 01Practice-area websiteAttorney, practice area, and office pages built for the matters the firm wants.
- 02Lead generationSearch, local, and paid campaigns organized by practice area and office.
- 03Intake and conflict checkEvery call and form captured, screened, and checked for conflicts before details are taken.
- 04Case management handoffQualified intakes passed to Clio, Filevine, or the platform the firm already runs.
- 05Firm reportingInquiries, consultations, and signed matters by practice area, office, and source.
Law Firms: the operating reality
Most firms lose matters in intake, not in marketing.
Firms spend heavily to make the phone ring, then rely on whoever answers it. After-hours calls go to voicemail, intake questions vary by person, conflict checks happen late, and partners cannot see which channel produced the matters that actually signed.
- 01
Slow response to new inquiries
Prospective clients often contact several firms at once and choose the one that responds first and clearly, so a voicemail or unreturned form can lose a matter before anyone reviews it.
In practice · A car accident inquiry submitted on Friday night gets its first call on Monday, after the person has already hired another firm.
- 02
Inconsistent intake across people and offices
Each intake specialist, paralegal, or attorney asks different questions, so qualification depends on who picks up and records in the case management system are incomplete.
In practice · Two offices of the same family law firm use different intake forms, and neither records how the client found the firm.
- 03
Conflict checks that happen too late
When intake collects the full story before a conflict check, the firm risks receiving information it cannot use and may have to decline after learning too much.
In practice · An intake specialist takes a detailed account of a business dispute before discovering the firm already represents the other party.
- 04
Marketing reported in clicks, not signed matters
Agencies report impressions and leads, case management reports matters, and nobody connects the two, so budget follows the loudest vendor rather than signed cases by practice area.
In practice · The firm knows its cost per lead on Google Ads but not its cost per signed personal injury case.
- 05
Consultation scheduling by phone tag
Booking a consultation takes several calls and emails, and no-shows are rarely followed up, so qualified prospects drift away before they meet an attorney.
In practice · An estate planning prospect waits days for a consultation slot because the attorney’s calendar is managed over email.
- 06
Multi-office firms without one view
Each office runs its own vendors, phone numbers, and spreadsheets, so managing partners cannot compare offices or practice areas on the same terms.
In practice · Monthly reports from three offices count leads three different ways, and none of them link to signed matters.
The Full Overhaul
Six pillars. One connected system.
The six pillars, applied to a law firm: a website and search presence for each practice area, intake that is fast and consistent, and reporting that follows an inquiry all the way to a signed matter.
- 01Digital Infrastructure
A legal website built by practice area and office
A fast, accessible website with distinct pages for each practice area, attorney, and office, written for the people the firm wants to represent and reviewed by the attorneys responsible for it.
- Practice area and sub-practice pages with clear next steps
- Attorney profiles with bar admissions and practice focus
- Office pages structured for local search
- Required disclaimers and advertising labels built into templates
- 02Customer Acquisition
Practice-area lead generation
Search, local, and paid campaigns organized by practice area and office, each measured on consultations and signed matters rather than clicks.
- Practice-area SEO and AI answer visibility
- Google Ads and Local Services Ads by practice area
- Google Business Profile for every office
- Call tracking by campaign, office, and practice area
- 03AI and Automation
Intake automation that responds in minutes
Automations that capture every inquiry, respond quickly with approved language, run the first screening questions, and hand the matter to the right person with context.
- Instant acknowledgment of web and after-hours inquiries
- Structured screening questions by practice area
- A conflict check step before substantive details are collected
- Consultation reminders and no-show follow-up
- 04Custom Software and CRM
CRM and case management integration
An intake CRM connected to the case management platform the firm already runs, so qualified intakes become matters without retyping and every source is preserved.
- Intake CRM design, or configuration in your existing platform
- Integration with Clio, MyCase, Filevine, Litify, or Lawmatics
- Consultation scheduling connected to attorney calendars
- Engagement letter and e-signature handoffs
- 05Operations and Business Intelligence
Multi-office and practice-area reporting
Inquiries, consultations, signed matters, and acquisition cost by practice area, office, attorney, and channel, on definitions the partners agree to.
- Firm, office, and practice-area dashboards
- Source attribution from first call to signed matter
- Intake speed and conversion reporting
- Monthly partner reporting extracts
- 06Ongoing Growth and Optimization
Ongoing growth as the firm adds practices and offices
Fractional CMO leadership and a standing team that launch new practice areas and offices on the same system and keep improving intake and campaigns.
- New practice area and office launches
- Quarterly reviews with managing partners
- Testing of intake scripts, pages, and campaigns
- Content calendars reviewed by responsible attorneys
Custom software and AI
Intake and operations technology built around how firms sign matters.
The systems that change a firm’s growth sit between the first call and the signed engagement letter. These are the kinds of tools we design and build for law firms, connected to the practice management software the firm already relies on.
- Workflow
Practice-area intake workflow
Screening questions, qualification criteria, and routing defined for each practice area, so every inquiry is handled the same way regardless of who answers.
- Automation
Speed-to-lead follow-up
Web, chat, and after-hours inquiries acknowledged within minutes with approved language, followed by call tasks and reminders until someone reaches the prospect.
- Integration
Case management integration
Qualified intakes, contacts, and sources passed into Clio, MyCase, Filevine, Litify, or Lawmatics through their supported interfaces, without duplicate entry.
- CRM
Conflict-aware intake CRM
Intake records that capture party names for a conflict check first, hold substantive questions until the check clears, and log every decision.
- Dashboard
Firm growth dashboard
Inquiries, consultations, signed matters, and cost per signed matter by practice area, office, and channel, refreshed from connected systems.
- AI system
AI intake summaries
Call transcripts and inquiry text summarized for the reviewing attorney and flagged by practice area and urgency, never used to give legal advice or accept a case.
Integrates with the systems you already run
- Clio
- MyCase
- Filevine
- Litify
- Lawmatics
- CallRail and other call tracking platforms
- Microsoft 365 and Google Workspace calendars
- DocuSign and other e-signature tools
Examples of platforms integration plans account for, not partnerships or endorsements. What each connection can do depends on the platform’s interfaces and your plan.
AI with human review
AI never gives legal advice, evaluates the merits of a matter, decides whether the firm accepts a case, or tells anyone they are a client. Attorneys review intake decisions, engagement letters, and every piece of published content.
AI and workflow automationCustomer acquisition
Lead generation measured on signed matters, practice by practice.
Each practice area has its own search behavior, urgency, and value. Campaigns are planned per practice area and office, then measured on consultations and signed matters so the partners can move budget with confidence.
The objective every channel serves
Increase consultations and signed matters in the practice areas and offices the firm wants to grow, at a known cost per signed matter, within the advertising rules of every state where the firm practices.
- Local SEO
- Office and practice-area visibility in map results and local search for the cities the firm serves.
- SEO and AEO
- Practice-area guides that help people understand their situation and make the firm a cited source in AI answers.
- Google Ads
- High-intent search campaigns by practice area, with call tracking and negative keywords that keep spend on matters the firm takes.
- Local Services Ads
- Google-screened listings for eligible practice areas, managed alongside search campaigns and measured the same way.
- Call tracking
- Numbers by campaign and office, so every call can be traced from source to intake to signed matter.
- Automated follow-up
- Email and text sequences for prospects who inquired but did not book, sent only with consent and attorney-approved language.
Measured as one funnel
- 01Search for legal help
- 02Practice-area page or call
- 03Intake and conflict check
- 04Consultation
- 05Signed matter
Tracking is verified before spend starts, so every stage is counted from connected data rather than estimated.
Operations transformation
From missed calls to a managed intake pipeline.
The overhaul changes the work between a prospect’s first call and a signed engagement, so intake becomes a firm-wide process instead of the habit of whoever answers.
Today: fragmented workflow
- After-hours calls and forms wait until the next business day
- Intake questions vary by person and office
- Conflict checks happen after the full story is taken
- Intake notes are retyped into case management
- Partners see leads from vendors and matters from the system, never both
After: integrated infrastructure
- Every inquiry is acknowledged within minutes
- Intake follows one script per practice area
- Conflict checks clear before substantive details are collected
- Qualified intakes flow into case management automatically
- Partners see source to signed matter on one dashboard
Attorney advertising rules and confidentiality, built into the system.
- Every page, ad, and email is reviewed by a responsible attorney at the firm before it goes live, against the advertising rules of each state bar where the firm practices. FXXK Agency does not give legal or ethics advice.
- Templates carry the disclaimers states require, such as attorney advertising labels, prior results statements, and the responsible attorney and office address where needed, and some states require ads to be filed for review.
- No guarantees or predictions of outcomes, no misleading comparisons, and no claims of specialization or certification unless the firm holds a certification its state allows it to state.
- Intake forms ask for contact details, practice area, and a short general description only. They never request documents, detailed facts, or confidential information before the firm has reviewed the inquiry.
- Intake captures the names of other parties first, so the firm can run a conflict check before substantive information is collected.
- Forms, chat, and automated messages state that submitting an inquiry does not create an attorney-client relationship, and follow-up calls and texts are sent only with consent and within solicitation rules.
- Systems are configured with access controls suited to confidential client information, and testimonials or past results appear only where the firm’s rules allow them.
Custom overhaul roadmap
Six phases. Scoped to your business.
Every engagement follows the same discipline. Scope, schedule, and deliverables are customized to each business after discovery, and each phase is accepted before the next one starts.
- 1
Discovery and Enterprise Audit
Interviews with leadership and the people doing the work, a review of every system and data source, and a baseline of how the business acquires, serves, and reports today.
For law firms · Intake call reviews, practice-area priorities, office structure, and an inventory of the website, phone, CRM, and case management systems.
- 2
Infrastructure Architecture
The target architecture: which system owns each record, how data moves between them, what is built, what is integrated, and what stays as it is.
For law firms · The intake architecture: screening and conflict steps per practice area, which system owns each record, and how sources are preserved.
- 3
Development and Integration
Websites, portals, CRM configuration, automations, and integrations built in phases, tested against real records, and released without stopping daily operations.
For law firms · Website, intake automation, and case management integration released in phases without interrupting open matters.
- 4
Marketing Deployment
Search, paid acquisition, content, and lifecycle campaigns launched on top of tracking that was verified before the first dollar is spent.
For law firms · Practice-area campaigns launched on verified call and form tracking, with attorney-reviewed copy.
- 5
Measurement and Optimization
Dashboards on agreed definitions, regular reviews against the baseline, and changes made where the data shows the system can do better.
For law firms · Monthly partner reviews of inquiries, consultations, and signed matters against the baseline.
- 6
Expansion and Scaling
New locations, brands, markets, acquisitions, or service lines added to the same infrastructure instead of rebuilt from scratch.
For law firms · New offices, attorneys, and practice areas added to the same intake system.
Investment and engagement
A serious engagement, built to last.
The Full Overhaul is an implementation partnership, not a campaign retainer. Every program is scoped from an audit of your business and priced per phase.
Flagship program
- Full Overhaul programs
- Six figure scope
- Focused first phases
- Scoped after the audit
A complete overhaul is typically a six figure engagement, set after discovery. Many businesses start with one phase, one location, or one pillar and expand from there. These are not fixed packages or guaranteed outcomes.
Scoped and approved separately
- Advertising spend. Paid to the platforms directly and approved by you. Management of campaigns is a service; the media budget is yours.
- Software licenses. Your CRM, ERP, field service, inventory, or document tools, and any new subscriptions the plan recommends.
- Hosting and infrastructure. Production hosting, databases, storage, backups, and monitoring, sized from your real usage.
- AI usage. Model and processing charges from AI providers, which rise and fall with the volume of documents and requests.
- Continuing services. Support, maintenance, content production, and campaign management after launch, scoped as an ongoing engagement.
Customized project scope
Scope is set by the audit, not a package. Some programs start with one division, region, or workflow.
Enterprise-level implementation
Architecture, permissions, integrations, testing, and documentation planned the way your IT, finance, and operations leaders expect.
Long-term infrastructure
Systems you own and can extend, built around your records rather than rented campaign tactics.
Ongoing optimization
Measurement, campaign management, content, and software support continue after launch as an agreed engagement.
Strategic alignment
Every phase is tied to an objective leadership has agreed to measure, with a named owner on both sides.
The business case
For a law firm, the business case is in intake: inquiries that no longer go unanswered, consistent qualification across offices, less retyping between systems, and marketing spend reallocated toward the practice areas that sign. The audit estimates each from your firm’s own call, intake, and matter data.
We do not publish projected returns or guaranteed results. The audit builds the case from your numbers, and you decide whether it clears your bar.
The strongest fit
- Several practice areas or offices
- Meaningful spend on search, Local Services Ads, or lead vendors
- Intake handled by different people with different methods
- A case management platform that intake does not feed cleanly
- Partners who want cost per signed matter by practice area
- Plans to open offices or add practice areas
Smaller or focused work is still welcome through the standard project inquiry.
Law Firms questions
Questions leaders ask before an overhaul.
What does a law firm marketing and intake overhaul include?
It connects the full path from search to signed matter: a practice-area website, local and paid lead generation, call tracking, intake automation with conflict steps, consultation scheduling, case management integration, and partner dashboards. The audit decides which parts come first for your firm.
Can you integrate with Clio, MyCase, Filevine, or our case management software?
We integrate with the case management or intake platform the firm already runs, including Clio, MyCase, Filevine, Litify, and Lawmatics, through their supported APIs and connectors. These are integration targets, not partnerships. Discovery confirms what your platform and plan allow before anything is built.
How does legal intake automation work without giving legal advice?
Automation handles logistics: acknowledging inquiries, asking practice-area screening questions, collecting party names for conflicts, and booking consultations. Every message uses attorney-approved language, states that no attorney-client relationship exists yet, and hands the inquiry to a person for any decision about the matter.
How do you keep law firm advertising compliant with state bar rules?
We build required disclaimers into templates, avoid outcome claims and unsupported specialization language, and route every page, ad, and sequence to the firm’s responsible attorney for approval before launch. The firm’s attorneys decide what complies with the rules of each state where it practices.
Can you track which marketing channels produce signed cases?
Yes, that is the purpose of the reporting layer. Call tracking numbers, form sources, and campaign data are carried into the intake CRM and case management system, so dashboards show inquiries, consultations, signed matters, and cost per signed matter by channel, practice area, and office.
Will a new intake system disrupt open matters and our staff?
Intake changes are released in phases, often one practice area or office at a time, and existing phone lines and forms stay live until the replacement is tested. Case management data is not restructured without the firm’s approval, and staff are trained on each workflow before it goes live.
Does this work for multi-office firms with several practice areas?
Yes. Each office and practice area gets its own pages, campaigns, and intake script on a shared standard, and managing partners see every office on the same definitions. New offices are added to the same system instead of starting over.
Enterprise application
Your firm’s next stage of growth starts with intake.
Tell us about your practice areas, offices, and the systems your team uses. Lucas reviews every application before a reply, and the first conversation covers fit, practice-area priorities, and where an audit should start. Please share firm information only, never details about a client or a case.
- 01ApplyName, company, and business email are required. The rest helps us prepare.
- 02Executive conversationFit, priorities, decision makers, and where growth is blocked.
- 03Enterprise auditThe formal basis for the architecture, roadmap, and investment.
Your application reaches Lucas directly and is used only to respond. Please do not include confidential, financial, legal, or health information. Prefer to talk first? Book a call or email contact@fxxkagency.com. Read the privacy policy.