Home / CRM & Client Intake
CRM & CLIENT INTAKE
Turn enquiries into a better client journey.
Capture the right information, respond consistently and give your team a clearer view of every opportunity.

AI Strategy
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Law Firm SEO
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AI Search Visibility
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Websites
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CRM & Client Intake
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Automation
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From first contact to confident handover.
Client intake is where marketing becomes a real business process. The right system helps your team know where an enquiry came from, what it needs, who owns it and what should happen next.
We connect forms, CRM records, qualification, appointment booking, follow-up and onboarding into one practical journey.
01
Enquiry capture and source tracking
02
Qualification workflows
03
Lead routing and ownership
04
Appointment and consultation booking
05
Automated follow-up
06
Pipeline visibility and reporting
Next step
Start with a free
AI & Growth Audit.
DOT LAW
Improve your firm’s client intake
Common questions
Answers before you start.
What does CRM & Client Intake mean for a law firm?
It is a focused way to improve CRM and client intake for law firms as part of a wider law firm growth system.
Who is Dot Law designed to work with?
Dot Law is designed for UK law firms looking to improve digital growth, client intake, automation, search visibility or technology.
How does Dot Law approach implementation?
We start with the business problem, map the current journey, identify practical opportunities and implement the highest-value improvements.
How do I get started?
Book a free AI & Growth Audit and we can review your current setup and discuss practical next steps.
Next step
Build a smarter
digital system.
Let’s identify what to fix, automate or improve first.
AI Strategy
✦
Law Firm SEO
✦
AI Search Visibility
✦
Websites
✦
CRM & Client Intake
✦
Automation
✦
