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A consultation funnel for law firms: enquiries captured and qualified, consults booked, follow-up running while you are on a file.
A complete GoHighLevel system — receptionist, chatbot, funnels, pipelines, workflows, website and campaigns, free updates for life
The funnel
Legal enquiries do not arrive at convenient times. Somebody is served papers on a Friday evening or comes off the phone with an insurer at ten at night, and they ring three firms in a row. The one that answers, asks the right questions and puts a consultation in the diary is the one that ends up with the retainer. This snapshot imports that intake process.
Funnel path
Everything that lands in the sub-account
The same thirteen items ship with every snapshot in this catalogue. What is different here is what each one is wired to do on this trade's day, what it is fixing, and how it earns its price back.
The pages, the paths and the boxes people type into.
Runs as Professional Website in the flow below
A firm site with practice-area pages, fee-earner profiles, compliant enquiry forms and a consultation calendar, written and ready to import.
The two things that pick up while you are working.
Runs as AI Receptionist in the flow below
Answers intake calls at any hour, asks the practice-area, jurisdiction and timeline questions, and books a consultation on the spot.
Runs as AI Chatbot in the flow below
Handles website, text and social enquiries instantly, screens the matter type and hands the qualified ones to a consultation calendar.
The follow-up that runs whether or not anyone remembered.
Runs as Database Reactivation in the flow below
Ninety days on a stalled enquiry, because circumstances change quickly and a limitation date does not wait. The AI call asks whether anything has moved rather than repeating the pitch, and past clients run on a separate annual cycle tied to the kind of matter they instructed on.
Keeping a booked slot booked, and keeping the board honest.
Runs as Smart Appointment System and AI Outbound Caller in the flow below
A missed consultation is a matter that goes to the next firm on the list, so recovery runs inside the hour rather than the next working day. The reminders are deliberately plain — a time, a place and a reference — because a message naming the matter type on a shared family phone is a confidentiality problem, not a nudge.
The part that still earns in month nine.
Runs as Review Harvesting and Review Automation in the flow below
Fires at file closure and never during a live matter. A client mid-dispute cannot say anything useful in public and should not be asked to, so the trigger sits on the closing letter, when the outcome is known and the relief is real.
Runs as Lifetime Nurture Campaigns in the flow below
Keeps past clients in touch with will reviews, annual check-ins and a referral programme, because family and private client work repeats.
The unglamorous fields and tokens every message above pulls from.
Every payback line above is an illustration you can put your own numbers into, not a measured result. Nothing here is a promise of a conversion rate.
A hearing runs to four, the office phone rolled to voicemail at one, and the personal injury enquiry that came in at half two has already instructed a firm that picked up. There is no record of the call to regret.
An hour blocked out for someone outside your practice area, outside the jurisdiction, or well past the limitation date. That hour is unbillable and it displaced a caller who had a live matter.
Prospective clients in a difficult moment book, then lose their nerve or forget. A missed 45-minute consult with no recovery sequence is simply a hole in the fee earner's day.
You settle well, the client is grateful, and nobody asks for a Google review because everyone has moved on to the next matter. Meanwhile the firm across town has three years of steady reviews and takes the map pack.
Each of these is delivered by a named part of the system, so you can see which component earns it.
Calls at nine in the evening and on a Sunday get answered, the caller is asked the practice-area and jurisdiction questions, and a consultation slot is held before they ring the next firm.
Delivered by AI Receptionist
Website and social enquiries are qualified on the spot — matter type, timeline, location — so a fee earner's consultation hour is spent on cases the firm can actually take.
Delivered by AI Chatbot
Recovery runs inside the hour rather than the next working day, and the reminders carry a time and a reference but never the matter type — a nudge landing on a shared family phone must not be a disclosure.
Delivered by Smart Appointment System
Closing the file triggers a Google or Facebook review request to a client who is at their most satisfied, aiming at a steady 5–10 reviews a month instead of an annual scramble.
Delivered by Review Harvesting
Enquiries that went quiet six months ago — the ones who were not ready, or were waiting on a decision elsewhere — get an AI call to find out whether the position has changed.
Delivered by Database Reactivation
Buy it if
Do not buy it if
We would rather lose the sale here than in month two.
These are worked examples, not results from a customer. The inputs are printed so you can swap in your own and see whether it still holds.
Hours back
Say the firm takes 30 enquiries a week, half arrive outside office hours, and a paralegal does intake screening, confirmations and follow-up manually.
Roughly about 6.5 hours a week back
When it pays back
Take an average matter value of $2,500, which is conservative for family or employment work and low for personal injury.
In short On those assumptions a single additional instruction covers the snapshot several times over, which is why intake is usually the cheapest place a firm can improve.
Try it with your numbers
If your Legal business takescalls a week and missesof them, at an average job ofandof answered calls turn into work, that isa month walking past the door.
Arithmetic, not a forecast: calls × missed % × close % × job value × 4.33 weeks. It assumes every missed call is answerable, which is the point of an AI receptionist and is still an assumption. Change the numbers until it looks like your business.
End-to-end automation
Five stages between a Friday evening enquiry and a signed retainer. This is the machine everything in the manifest runs on inside a law firm, written for intake rather than advice.
Legal enquiries arrive at the worst hours and the caller rings three firms in a row. The firm that answers, asks the right questions and books a consultation is the one that gets the matter.
Matter typeKey datesIntake only
Conflict checkNo advice givenConsult booking
Practice area routingIntake summaryEnquiry source
A prospective client is frightened and comparing three firms. Ten days of contact is about credibility and clarity, and it never touches the merits of the matter.
A missed consultation costs a fee earner’s hour at charge-out rate. This stage is written to protect that hour without ever pressuring a frightened client.
Discreet rebook70% recovery target
A firm cannot ask for a review mid-matter, and it cannot confirm that anybody is a client. The trigger is the file closing, and the wording protects both sides.
A closed file is a client for life if anybody remembers it. Wills, property, employment and family work all recur, and almost no firm builds the sequence.
Delivery and installation
Delivered within 24 business hours of purchase confirmation. Our counter is open 9am to 5pm Central, Monday to Friday, so a Friday evening order goes out on Monday rather than over the weekend. Two things arrive: the snapshot link and a PDF that walks the whole import. The PDF is the real route, not a courtesy attachment: screenshots, the import order, what to change first and what to leave alone. Most buyers never call us.
In the price
Included
Optional
$175 one-off
Buying back an afternoon, not unlocking the product.
Not part of installation, on any package
Those three are real engineering jobs rather than configuration, so they get a fixed price and a date of their own. See how that is quoted.
Want a walk-through of the funnel before you buy, or a second opinion on which one fits? Book a call — it is free and nobody is going to chase you afterwards. Book a call.
Support scope
We would rather tell you where the line is now than discover it with you halfway through a build. Everything on the left is inside the price. Everything on the right is real work we are happy to do — it just gets priced on its own.
Installation is an optional $175 add-on — the PDF is a real route on its own.
Ask and you get a fixed price and a date before anything starts. Where the work is repetitive rather than technical, we will say so and put a trained VA on it instead — it is cheaper and it is the honest answer.
Most people instructing a solicitor for the first time contact more than one firm, and they do it in a single sitting. Response speed decides a surprising share of those matters before anyone has compared expertise or fees.
That is not a comfortable fact, but it is a useful one, because response speed is the one variable a small firm can fix this week without hiring anybody.
The snapshot installs the intake funnel, qualification logic, consultation calendars, reminder and recovery workflows, review requests tied to file closure, and a reactivation campaign for stalled enquiries.
Enquiry forms are built to capture what an intake sheet needs — matter type, jurisdiction, key dates, other side — so the fee earner opens a consultation already knowing whether the firm can act.
Delivered within 24 business hours with instructions written for this build, including the practice areas, the intake screening thresholds and the rule that keeps privileged detail out of SMS. The $175 installation is available but not required.
Nothing here gives legal advice and nothing pretends to be a solicitor. The AI receptionist collects facts, screens for fit and books time with a person, and it is written to say so to the caller.
Conflict checking, client care letters and file opening stay in your practice management system. The funnel's job stops at the point a qualified prospective client is sitting in front of a fee earner.
Questions
More general questions — licensing, refunds, setup — are answered on the FAQ page.
No. It gathers matter details, checks practice area and location, and books a consultation with a fee earner. The script is explicit that it is arranging an appointment rather than advising, which keeps the boundary clear for the caller and for you.
Yes, and that is most of its value. You define practice areas, jurisdictions and any disqualifiers such as an obvious limitation problem, and enquiries outside them are captured and politely closed rather than dropped into a fee earner's diary.
The intake script is written for people contacting a firm in a bad week, so it stays brief and keeps to the facts. Callers who ask for a person are transferred where someone is available, and everything is logged so nobody has to repeat their story twice.
Everything lives in your own GoHighLevel sub-account under your account and your control. The enquiry forms ship with consent capture and privacy wording in place; your firm still sets its own retention and data-protection policy on top.
Often bought together
Portal leads go to whoever calls back in five minutes.
$2,105
A booked call is not a call that happens.
$1,745
Funnel snapshots · done-for-you builds
Buy it and it lands within 24 business hours as a share link and an installation PDF. Add the $175 installation if you would rather it was live by Friday, or hand the whole offer to us and we build it from scratch.
All sales final once the snapshot link is sent · free updates for life · one licence covers every sub-account you own
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