GoHighLevel for Attorneys, Intake Systems That Convert Consultations

“Law firms don’t need more clicks, they need more booked consultations.”
Random lead gen wastes ad spend. Firms win when intake is standardized, fast, and trackable. GoHighLevel gives attorneys forms, calendars, call capture, and nurture that turns inquiries into signed clients.

TL;DR

Use GoHighLevel to capture every inquiry, qualify fast, and book consults within minutes. Layer Smart Lists, routing, and review flows to compound growth.

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Attorney Snapshot, what’s inside

• Funnels: practice-specific landing pages, fee transparency blocks, FAQ.
• Forms: case type, urgency, intake notes, UTM fields.
• Calendars: pooled availability for first consult, buffers, reminders.
• MCTB: instant SMS after missed calls.
• Campaigns: 14-day multi-channel nurture, objection handling, proof.
• Smart Lists: hot 7-day responders, no-response 3-day, high-value case tags.
• Pipelines: New lead, Intake scheduled, Consult complete, Retainer out, Signed.

Intake workflow, end to end

1. Lead captured, form or call.
2. Auto-create opportunity with case type, source, value placeholder.
3. Round-robin routing to intake rep, SLA alert if not touched in 5 minutes.
4. Calendar link sent, reminders 24, 3, 1 hour.
5. No-show triggers reschedule sequence and owner alert.
6. Consult outcome logged, retainer automation, e-signature step.
7. If “not ready,” long-tail nurture, monthly value emails.
8. Ask for Google review after matter resolved.

Key automations

• Speed-to-lead: inbound SMS within 60 seconds.
• Evidence pack: case study email after consult booking.
• Qualification: if case type = PI, route to senior; immigration, route to team B.
• Compliance: quiet hours rules, opt-in states enforced.

Reporting that matters

• Lead to consult rate, consult to signed rate, time-to-first-touch, show rate.
• Weighted pipeline forecast by practice area.
• Source ROI using UTM fields in opportunities.

ROI example, conservative

• 200 leads per month.
• 35% book consult = 70.
• 60% show = 42.
• 40% sign = 17.
• Average fee 2,500 USD = 42,500 USD revenue.
• Raise book rate to 45% with speed-to-lead and pooled calendars → +7 clients → +17,500 USD.

Best practices

• Use local presence numbers for SMS and calls.
• Keep forms short on cold traffic, ask depth after booking.
• Train intake VAs on Smart List triage twice daily.
• Add Voice AI for after-hours call capture.
• Push satisfied clients into automated review request flows.

Internal link map

• CRO & funnels:
  • Funnel Builder: https://ghl-services-playbooks-automation-crm-marketing.ghost.io/gohighlevel-funnel-builder-design-automate-and-optimize-high-converting-funnels/
  • A/B Testing: https://ghl-services-playbooks-automation-crm-marketing.ghost.io/gohighlevel-a-b-testing-for-agencies-optimize-funnels-and-campaigns-with-data/
• Lead gen components:
  • Pipelines & Forecasting: https://ghl-services-playbooks-automation-crm-marketing.ghost.io/gohighlevel-pipelines-deal-forecasting-build-a-reliable-sales-engine/
  • Campaigns & Nurture: https://ghl-services-playbooks-automation-crm-marketing.ghost.io/gohighlevel-campaigns-nurture-sequences-that-convert-cold-leads/
  • Smart Lists & Routing: https://ghl-services-playbooks-automation-crm-marketing.ghost.io/smart-lists-tags-triggers-lead-routing-in-gohighlevel-keep-leads-organized-and-hot/
  • Lead Capture Systems: https://ghl-services-playbooks-automation-crm-marketing.ghost.io/gohighlevel-inbound-lead-capture-systems-forms-calendars-chat-missed-call-text-back/
• Retention & ops:
  • Retention Pillar: https://ghl-services-playbooks-automation-crm-marketing.ghost.io/gohighlevel-agency-scaling-client-retention-guide-keep-clients-longer-grow-recurring-revenue/
  • Operations Pillar: https://ghl-services-playbooks-automation-crm-marketing.ghost.io/scaling-agencies-with-gohighlevel-systems-operations-training-automation-guide/

CTAs

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FAQ

How do we reduce no-shows?
Use SMS + email reminders, require confirmation, and auto-reschedule.

What should we measure weekly?
Speed-to-lead, booked consult rate, show rate, sign rate.

Do we need separate snapshots per practice?
Yes, PI, family, immigration, criminal each benefit from tailored forms and scripts.

Can VAs run intake?
Yes, with scripts, Smart Lists, and routing rules. Keep attorney review for edge cases.

How do we handle after-hours calls?
MCTB plus Voice AI, then morning VA triage.