All Case Studies
Legal Services
Client Strategy Optimization
Legal Firm Network
$64.4M
Revenue Generated
Total attributed revenue from optimized distribution
73%
Faster Response
Reduction in average lead response time
45%
Conversion Lift
Increase in lead-to-client conversion rate
The Problem
A network of legal firms was manually distributing client leads across 50+ attorneys, leading to slow response times and uneven workloads.
Before vs After
Before
Manual spreadsheet-based lead distribution taking 2-4 hours daily
After
Instant automated routing with attorney response in under 15 minutes
The Solution
Built an intelligent lead routing system with real-time availability matching, expertise scoring, and automated follow-up sequences.
What We Built
- Lead intake automation from multiple sources (web forms, referrals, phone)
- Attorney availability and expertise matching algorithm
- Automated conflict checking before assignment
- Real-time Slack notifications with one-click accept/decline
- Follow-up sequence triggering based on response status
- Performance dashboards by attorney and practice area
Timeline
6 weeks
Tech Stack
n8nHubSpotSlackGoogle SheetsAirtable
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