# Law Firm Marketing, Intake & CRM Automation | FXXK Agency

Page: https://fxxkagency.com/industries/law-firms
Type: Industry flagship program (The Full Overhaul)
Site: FXXK Agency — https://fxxkagency.com

## Summary

Every 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.

Who it is for: Personal injury firms, Corporate and business law firms, Family law firms, Estate planning firms, Multi-office law firms, Other legal practices.

## Industry challenges

- 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.
- 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.
- 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.
- 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.
- 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.
- 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.

## The Full Overhaul for this industry

- Digital Infrastructure: A legal website built by practice area and office. 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.
- Customer Acquisition: Practice-area lead generation. 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.
- AI and Automation: Intake automation that responds in minutes. 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.
- Custom Software and CRM: CRM and case management integration. 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.
- Operations and Business Intelligence: Multi-office and practice-area reporting. Firm, office, and practice-area dashboards; Source attribution from first call to signed matter; Intake speed and conversion reporting; Monthly partner reporting extracts.
- Ongoing Growth and Optimization: Ongoing growth as the firm adds practices and offices. 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

- Practice-area intake workflow (Workflow): Screening questions, qualification criteria, and routing defined for each practice area, so every inquiry is handled the same way regardless of who answers.
- Speed-to-lead follow-up (Automation): Web, chat, and after-hours inquiries acknowledged within minutes with approved language, followed by call tasks and reminders until someone reaches the prospect.
- Case management integration (Integration): Qualified intakes, contacts, and sources passed into Clio, MyCase, Filevine, Litify, or Lawmatics through their supported interfaces, without duplicate entry.
- Conflict-aware intake CRM (CRM): Intake records that capture party names for a conflict check first, hold substantive questions until the check clears, and log every decision.
- Firm growth dashboard (Dashboard): Inquiries, consultations, signed matters, and cost per signed matter by practice area, office, and channel, refreshed from connected systems.
- AI intake summaries (AI system): 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.
- Integration targets: Clio, MyCase, Filevine, Litify, Lawmatics, CallRail and other call tracking platforms, Microsoft 365 and Google Workspace calendars, DocuSign and other e-signature tools (examples, not partnerships).
- 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.

## Customer acquisition

Objective: 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.

## 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.

## Roadmap

1. Discovery and Enterprise Audit: Intake call reviews, practice-area priorities, office structure, and an inventory of the website, phone, CRM, and case management systems.
2. Infrastructure Architecture: The intake architecture: screening and conflict steps per practice area, which system owns each record, and how sources are preserved.
3. Development and Integration: Website, intake automation, and case management integration released in phases without interrupting open matters.
4. Marketing Deployment: Practice-area campaigns launched on verified call and form tracking, with attorney-reviewed copy.
5. Measurement and Optimization: Monthly partner reviews of inquiries, consultations, and signed matters against the baseline.
6. Expansion and Scaling: New offices, attorneys, and practice areas added to the same intake system.

## Investment

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.
No fixed prices, projected returns, or guaranteed results are published.

## Questions

Q: What does a law firm marketing and intake overhaul include?
A: 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.

Q: Can you integrate with Clio, MyCase, Filevine, or our case management software?
A: 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.

Q: How does legal intake automation work without giving legal advice?
A: 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.

Q: How do you keep law firm advertising compliant with state bar rules?
A: 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.

Q: Can you track which marketing channels produce signed cases?
A: 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.

Q: Will a new intake system disrupt open matters and our staff?
A: 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.

Q: Does this work for multi-office firms with several practice areas?
A: 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.

## Apply

Full Overhaul application: https://fxxkagency.com/industries/law-firms#apply
Agency email: contact@fxxkagency.com