Make.com for Lead Generation in Law Firms
Automate lead generation for law firms with Make.com by orchestrating intake, qualification, and follow-up pipelines.
Who this playbook is for
Built for teams that want to ship this automation in the next 30 days. Use the workflow below as your implementation checklist or pass it to our team to deliver for you.
Automating lead generation gives law firms a predictable way to move prospects from contact form to signed engagement. With Make.com, your intake staff can spend more time advising clients while workflows handle data entry and scheduling.
This playbook mirrors how we launch Make.com lead engines for boutique and midsize practices that need to improve response speed without adding headcount.
Benefits
- Capture every intake request instantly across website, phone, and referral channels
- Score matters by practice area and urgency so partners see the right cases first
- Trigger templated follow-ups that keep prospects warm during conflicts checks
- Push structured matter data into Clio, Filevine, or your preferred practice management system
Workflow Overview
Connect contact touchpoints to Make.com, score each new matter with custom logic, and sync details to your CRM or practice platform while alerting the assigned attorney.
Implementation Steps
- Map every intake source (website, phone transcription, referral emails) and standardize required fields
- Build Make.com scenarios that parse submissions, enrich data, and flag conflicts automatically
- Send qualified leads to the right attorney inbox or Slack channel with structured briefs
- Create follow-up automations that deliver retainer packets and meeting links
- Report on funnel velocity with dashboards that surface conversion and lost-lead reasons
Expected Results & ROI
Firms typically reclaim 12+ hours a week of paralegal time while responding to prospects within minutes. Automated tracking improves visibility for partners and helps marketing teams identify high value referral sources.
After launch, most practices see a 15-25% lift in consultation bookings because every inquiry gets consistent, timely outreach.
Frequently Asked Questions
How long does implementation take?
Most firms go live in two sprints (roughly three weeks) including testing and staff training.
Which systems can Make.com connect?
We regularly integrate Clio, Lawmatics, Salesforce, HubSpot, and custom SQL databases.
Can compliance teams review automations?
Yes every scenario is documented with flow diagrams and approval checkpoints for governance.
Launch this automation with Ayothedoc
We build, document, and train your team on this workflow. Book a strategy session to scope deliverables and timeline.