The Law Office That Stopped Drowning in Intake

A small law office near Grove City had a problem that was costing them clients without anyone realizing it. Their intake process was entirely manual: phone calls logged on paper, follow-up reminders written on sticky notes, and new client documents emailed back and forth with no tracking. Bottlenecks were constant. Follow-ups were missed. The attorneys were spending time on intake coordination instead of casework.

We started with an AI Foundations Workshop to get the team comfortable with what was already available in their Microsoft 365 subscription. From there, we built a simple intake workflow using Microsoft Forms, Power Automate, and Outlook. No new software. No monthly fees. Just the tools they were already paying for, configured to actually work together. The whole setup took one afternoon to implement.

In the first month after implementation, intake time dropped by 60% and the firm had zero missed follow-up calls. The attorneys stopped fielding intake coordination questions from staff. The front desk felt less chaotic. And the firm was able to take on two additional consultations per week with the same headcount.