Law Firm Intake Process: Map Your Workflow, Stop Losing Leads, and Use AI the Right Way Ty Brown, an attorney and legal tech entrepreneur at Levantage AI Advisors, explains that law firms losing good cases despite getting leads often have an intake problem, not a marketing problem. He reframes intake as the firm’s “front door” where trust is built or damaged, and outlines common symptoms of intake chaos such as lost leads, slow response times, duplicate data entry, and frustrated staff and clients. He breaks a healthy intake process into eight stages initial contact, lead capture, conflict checks, case qualification, consultation scheduling, detailed intake form completion, fee agreement/engagement letter, and case setup and emphasizes that every handoff introduces friction where leads can stall or “ghost.” He recommends mapping the intake process with a simple flow chart to identify bottlenecks, ownership, duplicated work, and which tasks are manual versus automated, stressing that you can’t automate chaos. He discusses using AI and automation for scheduling, follow-ups, data entry, conflict checks, document delivery, and signatures, while keeping human judgment and empathy central, and shares Levantage's approach of “strategy first, software second.” The episode closes with an invitation to schedule a free consultation at Levantage AI for help mapping intake, removing bottlenecks, and implementing AI without confusion or wasted spend. Check our blog to get more information: 👉 Read here: https://levantage.ai/blog/legal-client-intake/ 🔗 Stay Connected With Us

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