What does a CRM do for a law firm that a case system does not?

A case system manages matters you already have. The CRM manages everything before that: inquiries, consultations, referral sources and the follow-up that decides whether a caller becomes a client.

Can law firms automate client intake?

Yes. Intake forms, conflict-check prompts, consultation booking and document requests run in sequence, so a new inquiry is not waiting on someone's inbox.

How fast should a law firm respond to an inquiry?

Faster than the next firm the person calls. We set up instant acknowledgement and a real booking step so the inquiry is captured before attention moves on.

Can you build a secure client portal for a law firm?

Yes. Clients get one place for documents, signatures, updates and messages, which reduces status calls and keeps the file in one location.

Will this help with practice-area search visibility?

Yes. Practice-area and location pages are built as real pages with their own structure, tracked in Search Console, and connected to the same intake pipeline.

Can we track where matters actually come from?

Yes. Referral source and campaign stay on the record through to signed matter, so you can see which sources are worth the time.

LATTICE for Law Firms

Faster intake. Fewer lost consultations. More matters that start clean.

LATTICE connects case inquiry, qualification, consultation, intake, matter communication and referral follow-through around the way a firm actually signs clients.

See It for Your Firm Explore the System

Law firm conference room prepared for a client consultation

Missed callText sent
AppointmentConfirmed
Review requestSent
Follow-upAutomated

The journey

How customers move through law firms, and where it breaks.

Outranked for practice-area intent

Inquiry

After-hours form goes unanswered

Qualify

Screening depends on who answers

Consult

No-shows and reschedules

Intake

Documents collected by email

Matter

Clients call for status updates

Where LATTICE connects the gaps.

What changes when the system is connected.

Without LATTICE

Inquiry at 9pm→voicemail→caller retains another firm

Consultation booked→no reminder→empty slot on the calendar

Matter closed→no follow-up→referral source never asked

With LATTICE

Inquiry at 9pm→immediate text and screening→consultation booked overnight

Consultation booked→reminders and reschedule link→the seat gets used

Matter closed→review and referral request→the next case comes from this one

What we actually build.

Case Acquisition

Practice-area SEO
Landing pages
Call tracking
Campaign attribution

Intake Conversion

Missed-call text back
Screening questions
Consultation booking
Conflict pre-checks

Matter Operations

CRM and matter pipeline
Digital intake forms
E-signature
Status communication

Client Retention

Review requests
Referral source tracking
Past-client campaigns
Newsletters

Built around what actually happens.

01 / The Nine PM Inquiry

A potential client submits a form after hours while comparing three firms.

→Immediate text acknowledging the inquiry
→Screening questions sent automatically
→Booking link for the next open consult
→Escalation to staff the moment they reply

02 / The Incomplete Intake

A signed client hasn't returned two required documents.

→Digital intake tracks what is missing
→Reminders continue until the file arrives
→Staff see status without chasing
→Matter opens with a complete file

03 / The Referral Source

A matter closes well and nobody follows up with the referring contact.

→Referral source recorded at intake
→Thank-you triggered at closing
→Review request timed to resolution
→Referral relationships tracked over time

The lattice

Nine parts of the same business, connected.

Each point is a real step in your customer lifecycle. Most businesses run them as separate tools. LATTICE connects them so information moves without anyone re-entering it.

Your firm. One connected intake system.

Website & SEO
CRM
Missed-Call Text Back
Intake Automation
Consultation Booking
E-Signature
AI Assistants
Client Communication
Review Management
Reporting

Legal intake automation

Every inquiry gets an immediate acknowledgment, a qualifying set of questions matched to practice area, and a routing rule that puts conflicts and non-fits where they belong before an attorney's time is spent.

CRM and matter pipeline

Inquiry, consultation, conflict check, engagement, active matter, closed. One board, one owner per stage, and a visible answer to 'what is actually in the pipeline this month'.

Consultation booking

Prospects book a paid or free consultation against real attorney availability, with confirmation, reminders and a rescheduling link that does not require a phone call.

Client portals

Documents, status updates and signed agreements in one secure place, which cuts the volume of 'any update?' calls that consume paralegal hours.

Website design for lawyers

Practice-area pages written for how people actually search, with credibility, jurisdiction and next step visible above the fold, and a booking path that works on a phone at midnight.

Local SEO and Search Console management

Practice-area and location intent tracked properly, so marketing decisions come from ranked queries and booked consultations rather than a monthly traffic screenshot.

Past-client and referral reactivation

Estate updates, business filings, follow-on matters and attorney-to-attorney referrals get a structured touch schedule instead of ad hoc outreach.

See the full capability set on the services overview or how the pieces connect on the system page.

The goal isn't more software.
It's a firm that never loses a case at intake.

01
More inquiries answered
02
More consultations held
03
Less manual intake work
04
More referrals recorded

The parts of the system law firms use most.

CRM systems
Matters, consultations and referral sources in one record.
Client portals
Secure document exchange and case updates.
Automation
Intake, conflict checks and consultation follow-up.
Website design and development
Practice-area pages built to convert a search into a consultation.
SEO
Practice-area and local search visibility.

Relevant work

A real build, not a mockup.

MyTaxFella is a LATTICE build: website, CRM, booking, client communication and automated follow-up connected as one system. It is a tax practice, so the specifics differ from law firms, but the structure is the same one we would build for you. References are available on request.

See the build References

Questions we get

What does a CRM do for a law firm that a case system does not?: A case system manages matters you already have. The CRM manages everything before that: inquiries, consultations, referral sources and the follow-up that decides whether a caller becomes a client.
Can law firms automate client intake?: Yes. Intake forms, conflict-check prompts, consultation booking and document requests run in sequence, so a new inquiry is not waiting on someone's inbox.
How fast should a law firm respond to an inquiry?: Faster than the next firm the person calls. We set up instant acknowledgement and a real booking step so the inquiry is captured before attention moves on.
Can you build a secure client portal for a law firm?: Yes. Clients get one place for documents, signatures, updates and messages, which reduces status calls and keeps the file in one location.
Will this help with practice-area search visibility?: Yes. Practice-area and location pages are built as real pages with their own structure, tracked in Search Console, and connected to the same intake pipeline.
Can we track where matters actually come from?: Yes. Referral source and campaign stay on the record through to signed matter, so you can see which sources are worth the time.

See where cases
are leaving your firm.

We'll walk through how inquiries, screening, consultations and matter communication move through your firm today, and show you where LATTICE could connect the gaps.

See It in Action Free Systems Audit

The demo needs no signup and no contact details. A call is a conversation, not a pitch.

More sectors on the industries overview.