An injured person calls more than one firm, and the firm that answers first usually signs the case. I build GoHighLevel systems that answer fast, book the consultation, keep clients updated on their case, and follow up with the people who refer you work.
Say it plainly: a person who has just been hurt is scared, in pain, and looking for someone they can trust. They do not compare firms for a week. They call two or three, and they sign with the one that picks up, listens, and tells them what happens next. If your intake depends on someone checking voicemail in the morning, you are losing cases before your day starts.
The second problem comes after the case is signed. Clients call your office again and again to ask the same question: what is happening with my case. Every one of those calls pulls your team off casework. And when a case settles, nobody asks for a review, so the next injured person finds a competitor with forty recent reviews and a firm like yours with four.
This page is about CRM and intake automation, not legal advice. I build the system that answers fast, books the consultation, and keeps clients informed. The legal work stays with you.
These workflows are built around your intake process and your case stages. The questions, the timing, and the message wording come from your firm, and you approve everything before it goes live.
A person hurt in a crash calls three firms. The one that answers first usually gets the case. When a call or form comes in after hours, GoHighLevel texts back within a minute and asks for the basics: what happened, when, and a good time to talk. If your intake team is free, the call routes straight to them. If not, the lead is already in the pipeline with a note, instead of sitting on voicemail until morning.
Once a lead qualifies, the workflow sends a booking link for a consultation, by phone or in person. The client picks a time, gets a confirmation, and gets a reminder the day before and an hour before. If they cancel or do not show, the workflow flags it and starts a short follow-up: one message to rebook, then a second a few days later. No-shows stop being lost cases.
Clients call your office for one reason more than any other: they want to know what is happening with their case. I set up status updates tied to your pipeline stages, so when a case moves from intake to treatment to demand to settlement, the client gets a short message saying what changed and what happens next. Fewer status calls means your team spends the day on cases, not on the phone repeating the same update.
Chiropractors, doctors, past clients, and other attorneys send you cases. Those relationships need the same care as a client. When a referred case is signed, the referrer gets a short thank-you and an update. When a case settles, they hear about it. You also get a reminder to check in with each referrer regularly, so the next case comes to you instead of to the firm down the road.
When a case closes and the client is satisfied, the workflow asks for a review at the right moment, not a month later when the feeling has faded. The request goes out by text with a link. If the client replies with a problem instead, it comes to you first, so you can deal with it before it becomes a public review.
New lead, intake call, consultation booked, signed, treatment, demand, negotiation, settled. Each stage holds the fields that matter: accident date, injury type, referral source, and the attorney assigned. You open the pipeline and see which cases need a call today and which are waiting on a document or a medical record.
No invented results: I do not claim case outcomes, settlement amounts, or win rates for your firm, and I do not write messages that promise them. Intake messages ask questions and book a call. That is all they need to do.
Step 01
We walk through your intake today: who answers the phone, what questions you ask, how fast a lead gets a call back, and where cases stall. I write down what a qualified lead is, what a booked consultation is, and what a signed case looks like in your pipeline.
Step 02
I build the intake pipeline, the after-hours text-back, the consultation booking, the case-status updates, and the referral loop inside your GoHighLevel account. Message wording is drafted with you, because intake messages have to sound like your firm.
Step 03
Before launch I test the whole path: a test call after hours, a test form, the booking link, the reminders, a case moving through each stage, and a review request. Anything that fires at the wrong time gets fixed here, not on a real client.
Step 04
The system goes live with handover documentation and a walkthrough session for your intake team. Setup and CRM Automation include 30 days of post-launch support for bug fixes and small tweaks.
Most projects take 2 to 6 weeks depending on scope. A solo firm setup is usually at the shorter end. The timeline is agreed before work starts.
One-time fee. Account and sub-account setup, one pipeline built around your intake process, lead capture, one SMS plus email follow-up sequence, calendar and booking, basic landing page, and 30 days post-launch support.
One-time fee. Everything in Setup, plus fast intake, consultation booking, case-status updates, referral follow-up, review requests, multiple pipelines, and integrations where possible. Includes 30 days post-launch support.
GoHighLevel software is paid separately to GoHighLevel: Starter $97 a month, Unlimited $297 a month, Founder $497 a month (renamed October 2026, formerly Agency Pro / SaaS Pro), annual billing about $81 / $248 / $414 a month, with a 14-day free trial. SMS, email, and call usage is billed separately. Prices as of November 2026, check gohighlevel.com for the latest.
Related: GoHighLevel for insurance agents deals with the same kind of caller, someone dealing with a claim who needs a fast, human reply and a clear next step.
Setup is $900 one-time for a foundation build: account and sub-account setup, one pipeline built around your intake process, lead capture, one SMS plus email follow-up sequence, calendar and booking, and a basic landing page. CRM automation from $1,500 covers the fuller build: fast intake, consultation booking, case-status updates, referral follow-up, and review requests. GoHighLevel software is paid separately to GoHighLevel: Starter $97 a month, Unlimited $297 a month, Founder $497 a month (renamed October 2026, formerly Agency Pro / SaaS Pro), annual billing about $81 / $248 / $414 a month, with a 14-day free trial. SMS, email, and call usage is billed separately.
Most projects take 2 to 6 weeks depending on scope. A solo firm setup is usually at the shorter end. A fuller build with intake screening, case-status updates, and referral follow-up takes longer, because the intake questions and case stages need your input. The timeline is agreed before work starts.
No. This is CRM and intake automation, not legal advice. I build the system that answers, books, reminds, and updates. I do not give legal advice, I do not assess cases, and I do not write legal wording. Intake questions and client messages are drafted with you and approved by you before anything goes live.
It depends on the software. Website forms and lead forms connect directly. Some case management tools can pass data through a webhook or API, and I check that during discovery before promising anything. Where a direct connection is not possible, I set up a simple handoff so new leads still land in one pipeline and your team works from one list.
They get a text back within a minute, not a voicemail. The message asks for the basics and offers a time to talk. Their answers land in the pipeline, tagged as after-hours, so your intake team sees them first thing in the morning. Nothing in the message promises an outcome or gives advice, it just gets the conversation started.
Yes. Setup and CRM Automation both include 30 days of post-launch support for bug fixes and small tweaks. After that, ongoing maintenance and support can be arranged separately. Handover documentation and a walkthrough session are included.
Tell me how intake works today, how fast a lead gets a call back, and how much of your team's day goes to status calls. I will come back with an honest recommendation, realistic scope, and a clear price, with no obligation.