iExcel
What We Do
Case Studies
TAKING NEW BRIEFS · Q2 / 26
Accepting new audits — Accepting new firms

Online Marketing and Automation Solutions for Attorneys.

A senior strategist configures your intake pipeline, CRM, and automated follow-ups to capture every lead without violating state bar ethics rules.

  • ✓Integrated CRM & intake Centralize lead data in Clio, Lawmatics, or your preferred platform with custom capture forms.
  • ✓Instant speed-to-lead triggers Automated email and SMS responses engage prospects within the critical first five minutes.
  • ✓Compliant nurture sequences Empathetic, practice-specific follow-ups that keep potential clients warm without manual effort.
ScopeFull pipeline setup
PlatformYour legal CRM
Book your kickoff
30 minutes with a senior operator
Free
“Automation cannot replace legal judgment, but it ensures you never lose a high-value case because of a delayed callback.”
9
Core deliverables

What you walk away with.

Three concrete outcomes. Every audit. Same rhythm, ranked by dollar impact.

Outcome 1

Capture leads in the critical first five minutes

Immediate, automated SMS and email responses trigger the moment a prospect submits a form, keeping them engaged before they call another firm.

instant auto-response systems configured
Outcome 2

Nurture prospects with practice-specific sequences

Multi-touch email and SMS drip campaigns tailored to your specific practice areas deliver empathetic, timely follow-ups that guide prospects toward scheduling.

multi-touch lead nurture sequences built
Outcome 3

Track signed contracts back to marketing spend

Custom attribution dashboards link your signed retainer agreements directly back to Google Ads, Local Service Ads, or organic search sources.

revenue attribution reporting dashboards live

Our seven-step implementation.

We audit, build, and deploy your firm's automation pipeline in structured phases. Here is exactly what we deliver.

1
Phase 1

Workflow & compliance audit

We review your current intake methods, evaluate marketing channels, identify where leads are slipping through, and verify compliance with state bar advertising ethics.

Intake method auditMarketing channel evaluationLead leak identificationState bar ethics review
2
Phase 2

Tech integration & system architecture

We connect your website, landing pages, and scheduling tools directly to your central legal CRM or practice management software.

CRM configurationWebsite & form integrationScheduling tool syncData mapping [VERIFY: Clio/Lawmatics API limits]
3
Phase 3

Lead capture & speed-to-lead setup

We implement high-converting intake forms, custom landing pages, and instant SMS and email triggers to engage new inquiries immediately.

Custom intake formsPractice-area landing pagesInstant SMS triggersAuto-response emails
4
Phase 4

Nurture & follow-up copywriting

We map and write the precise, empathetic email and SMS drip sequences required for pre-call warm-ups and contract reminders.

Empathetic drip copyPre-call warm-up flowsRetainer follow-up sequencesE-signature reminders
5
Phase 5

Internal process & task automation

We build automated internal tasks, staff notifications, lead-routing rules, and automated conflict-check triggers inside your CRM.

Lead-routing rulesStaff notificationsConflict-check triggersInternal task templates
6
Phase 6

Reputation management automation

We program post-case triggers that automatically ask satisfied clients for Google Business Profile reviews once a matter is marked as closed.

Post-case triggersNPS filtering setupReview request templatesGoogle Business Profile sync
7
Phase 7

QA, staff training, & launch

We simulate end-to-end user journeys to test branch logic, set up attribution dashboards, train your legal staff, and deploy the system.

End-to-end journey testingAttribution dashboard setupStaff training sessionSystem deployment

Built for legal operations.

7
Implementation phases
From audit to staff training
100%
Senior delivery
No juniors, no offshore
3
Core integrations
Forms, CRM, and calendars
1
Central dashboard
For marketing attribution

Start here.

Pick a time, or send context first. Either way, a senior operator replies in one business day.

Book a 30-minute kickoff
Zoom · recorded · senior operator on the line
Free
Prefer to write first?

Tell us what you're seeing. We'll reply with a candid take.

[PLACEHOLDER: contact form]

Replies from a senior operator, never an SDR.

Questions, briefly answered.

The cost of law firm marketing automation depends on the complexity of your practice areas, your existing tech stack, and the number of custom workflows required. We deliver this as a fixed-scope, flat-fee project rather than billing by the hour, so you know the exact investment before we write a single line of code. Book a call with us to receive a tailored scope and quote for your firm.

Secure more cases automatically.

Build a compliant, high-converting intake pipeline that works 24/7.

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Book the 15-min sanity check.