Automate intake. Stay organized.
Close faster.

The operational backbone for modern law firms. Capture leads, generate matters, and automate routine setup without lifting a finger.

No legal advice automation. Human approval stays in control.

Trusted by growing US law firms to reduce admin time and catch every lead.

Built for Busy Practices

Handle high volumes without the chaos.

New Client Consults

Instantly capture website inquiries and auto-schedule consultations based on your availability rules.

High-Volume Intake

Perfect for PI & Immigration. Handle hundreds of leads without losing track of a single detail.

Document Collection

Automatically create client folders in Drive/Dropbox with standardized naming conventions.

Team Routing

Assign tasks and notify the right paralegal or attorney instantly upon new submission.

How It Works

A seamless flow from "submit" to "signed".

1

Intake Submitted

Client fills out a smart form embedded on your site.

2

Triage & Flag

System flags potential conflicts for your review.

3

Matter Created

Matter ID generated and Drive folder created automatically.

4

Notifications

Staff alerted via email/Slack; Client gets confirmation.

5

Consult Scheduled

Link sent to client to book time on your calendar.

Works with your tools

Google Forms
Google Sheets
Google Drive
Gmail / Outlook
Calendly
Make (Integromat)

See It In Action

Experience the intake form from your client's perspective.

Demo Mode: Do not submit real client or sensitive data.
Connect this form to Make via webhook / endpoint
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Simple, Transparent Pricing

Choose the plan that fits your firm's volume.

Starter

For solo practitioners

$299/mo
Up to 50 intakes/mo
Basic email notifications
Google Drive folder automation
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Elite

High-volume & specialized

$1,299/mo
Custom workflows
Onboarding + monthly optimization
Practice management integrations (by request)
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Plans are flexible based on intake volume and required integrations.

Frequently Asked Questions

No. FirmFlow is an operational tool for intake, organization, and workflow routing. All legal judgment, strategy, and client advice remain under your attorneys’ control.

We use reputable, industry-standard providers and follow security best practices. During onboarding we help configure access controls and data handling based on your firm’s requirements. We do not sell client data.

Your firm owns its data. FirmFlow is a workflow layer that helps you capture and organize information—ownership stays with the firm.

Basic setups are typically ready in 1–3 business days. If you need additional workflows or deeper integrations, timelines vary based on scope.

Integrations may be available by request depending on your firm’s tools and workflow. We can review your setup during a demo and confirm what’s possible for your plan.

Some firms handle medical information (PI/MedMal). We can discuss HIPAA-ready configurations and vendor choices during onboarding. We do not claim HIPAA compliance by default.

Yes. You can add custom fields, conditional questions, and practice-area specific intake flows. We’ll help align the form to your team’s workflow.

FirmFlow can flag potential conflicts based on names or reference lists you provide. It highlights possible matches, but a human review is always required before accepting or proceeding.

Yes. All plans include email support. Pro and Elite include priority support and scheduled calls as needed.

Yes. Plans are month-to-month. You can cancel at any time and service will remain active through the end of the current billing period.

Ready to streamline your firm?

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