Bilingual intake for South Florida law firms

T
LegalCRM.pro

Bilingual intake for South Florida law firms

CORAL GABLES · BRICKELL · PINECREST

Their first message arrives at 9 PM.

So does your answer.

Bilingual client intake automation for South Florida law firms. Every inquiry, form, call, or text, answered in under a minute, in the language they wrote in, and landing in one pipeline you can actually see.

Intake forms in English and Spanish, one build
Every new-case lead in a single visible pipeline
Unified inbox, SMS, email, calls, chat
Encrypted platform + built for Bar-rule compliance
Voice agent books nights and weekends
Reporting, including EN vs. ES sign-up rate

EN / ES

Bilingual end to end

< 1 min

Configured first response

24 / 7

Including nights & weekends

Built and supported from Coral Gables

Aday Interactive, Inc.

338 Minorca Ave · Coral Gables

Month to month

No lock-in contract, cancel anytime

English & Español

Bilingual team, written in-house

Serving Miami-Dade

Gables · Brickell · Pinecrest

FOUR PRACTICE AREAS

Built for personal injury first. Runs the same way for the rest of the firm.

A car-accident call, a removal-defense inquiry, a custody consult, and a 2 AM arrest have almost nothing in common legally. Operationally they fail identically, too slow, in the wrong language, and invisible to the partner until the month closes short.

Anchor vertical

They were rear-ended an hour ago. They are calling three firms.

A PI lead is worth hundreds of dollars and it does not wait. Someone in pain, maybe still at the scene, is dialing down a Google list, and the firm that answers first and in their language is usually the firm that signs the case. Voicemail loses it to the next number.

01

Missed-call text-back in seconds, before they dial the next firm

02

Accident date, injuries, and the at-fault party captured on the first touch

03

Sign-up follow-up that runs until the retainer is signed or they say no

Pipeline stages we ship for this vertical

New lead → Contacted → Consult scheduled → Retainer sent → Signed → Matter opened

Talk through this build
EN ESPAÑOL, DE VERDAD

Nearly nine in ten Miami-Dade residents speak a language other than English at home.

Some case management software handles it well once someone is already a client, Clio, for one, has a solid Spanish client portal. But almost nothing handles the part that comes first. The inquiry arrives in Spanish and the auto-responder goes out in English, so the person never signs and never sees the portal.

LegalCRM.pro tags the language on first touch and keeps it. A Spanish inquiry gets a Spanish confirmation, a Spanish reminder, a Spanish voice agent, and a Spanish rescheduling link, and the pipeline card shows ES so the right intake specialist picks it up.

same inquiry · same system
Buenas noches. Tuve un accidente de carro hoy y me duele el cuello. ¿Puedo hablar con un abogado?

Automated first response

Buenas noches, y lamento lo que pasó. Sí, podemos ayudarle. Un abogado puede hablar con usted esta noche o mañana a primera hora. ¿Cuál le conviene?

Enviado 9:41 PM · 22 segundos después

And so does everything after it

Recordatorio de la consulta, 24 horas antes
Formulario de admisión del caso, en español
Enlace para reprogramar, en español

Spanish before they are a client, not after

A Spanish website and a Spanish intake portal are solved problems. The inquiry that arrives at 9:41 PM is not. That is the gap we build for, and we write the Spanish ourselves, because machine-translated Spanish reads as foreign in Miami, which is worse than English. It signals a firm that tried and did not care enough to finish.

The report nobody has run

Suppose a firm signs nearly half its English inquiries and a fifth of its Spanish ones. That is not a marketing problem. It is an intake-language problem, and nothing in a standard setup is measuring it. Most firms cannot produce that split at all, because nobody built the report.

Illustrative figures. What we can tell you is whether your own numbers look like that, because the report ships with every plan.

88.0% of Miami-Dade County residents age 5 and older speak a language other than English at home, U.S. Census Bureau QuickFacts, American Community Survey. The large majority is Spanish.

CLIENT INTAKE EVOLUTION

Traditional Intake vs. The LegalCRM.pro Way

Most firms lose 40%+ of prospective clients before they ever book a consultation. Here's why, and how LegalCRM.pro fixes it.

Old Firm Intake

Why firms lose 40%+ of leads

Endless Phone Tag & Voicemails

Attorneys in court or in a meeting, a front desk with someone at the counter, and nobody free at 7 PM. The firm that answers first usually signs the case, and it is rarely the one still in a hearing.

Lost Website Form Inquiries

Contact form submissions sit in a general email inbox for 24–48 hours. By then, the prospective client has retained someone else.

No Visibility Into Your Lead Pipeline

Spreadsheets and sticky notes can't tell you which leads need follow-up, which ghosted, or which are ready to sign today.

Consultations That Never Sign

A prospective client books a consult, then goes cold. Nobody follows up, they retain another firm, and everyone assumes the fee was the problem.

The LegalCRM.pro Way

Automated, high-converting intake engine

Instant Auto-SMS & Email Reply

LegalCRM.pro contacts every new inquiry within 30 seconds, automatically starting a two-way SMS and email thread in the language they wrote in.

Unified Messaging Inbox

Every SMS, email, and web chat from prospective clients lands in one shared inbox, one thread per person, visible to your whole intake team.

Visual Client Pipeline

See every prospective client's status at a glance, from first inquiry to consult booked to signed retainer. Nothing falls through the cracks.

Custom Intake Forms

Embedded intake forms collect the matter type, the opposing party for a conflict check, and the key dates, securely, before the consultation.

EN/ES

Every message in the language they wrote in

24/7

Answered including nights and weekends

< 1 min

Configured first-response target

1

Pipeline, instead of a spreadsheet and an inbox

Included in every plan

Six systems. One pipeline.

Each works on its own. Together they are one system: an inquiry arrives in any language, gets answered in under a minute, moves through a pipeline you can see, and lands in your EHR complete.

Encrypted platform · Built for Bar-rule compliance

Bilingual Intake Forms

Both languages from a single build, so they never drift apart. Fields for matter type, the opposing party for a conflict check, the incident or arrest date, key deadlines, jurisdiction, fee arrangement, and referral source, configured for personal injury, immigration, family, or criminal intake.

Whatever language they submit in sets the language of every message after
1-line embed for WordPress, Squarespace, Webflow, Wix or custom
Conditional logic, a PI claim asks different questions than a citizenship case
Instant notification to the intake specialist who handles that language
Website Embed Snippet
WordPress / Squarespace / Webflow

<!-- LegalCRM.pro Intake Form Embed -->

<script src="https://cdn.legalcrm.pro/v2/intake.js"></script>

<legalcrm-form firm-id="firm_8f92a"></legalcrm-form>

Live preview, bilingual intake
Encrypted in transit and at rest · Texting consent captured
Included in every plan

You don’t start from a blank account.

This is what is already built when you log in: two pipelines, four automated sequences, and the intake fields your practice area actually needs, every one of them written in English and Spanish. Edit what you want. Most firms change a handful of lines and go live.

Pipeline 1: Prospective Client Intake (Core Lead Engine)

Where 90% of daily firm intake tracking happens.

9 Pre-Built Stages
1. New Lead 01

Triggers instant Auto-SMS/Email workflow & intake-desk push alert

2. Intake Form Sent 02

Prospect receives a secure case-intake link with conflict-check fields

3. Form Submitted / Needs Review 03

Triggers an internal task to run the conflict check and confirm the matter type

4. Consultation Scheduled 04

Prospect self-booked or staff scheduled the initial consultation

5. Consultation Completed 05

Attorney finished the consult; awaiting the client's decision

6. Retainer Sent 06

Engagement agreement sent for e-signature

7. Signed / Retained (Won) 07

Client officially retained; matter opens in your case management software (Clio/MyCase)

8. Unresponsive / Nurture 08

Lead went cold after 3+ touchpoints; triggers 30-day re-engagement

9. Not A Fit / Conflict (Lost) 09

Declined, referred out, or conflicted out; stops all sales sequences

Included in every plan

Connect your calendar and your number, and it runs.

The setup course walks through linking your business line, your calendar, and your website form. It is built to be completed in one sitting, though carrier porting and SMS registration add their own waiting time before you can go live.

See it running on real inquiries
WHERE WE WORK

Built in Coral Gables. Working across South Florida.

We are at 338 Minorca Avenue, and most of the firms we work with are within a fifteen-minute drive. Each neighbourhood breaks intake differently, so each one has its own page rather than a paragraph here.

Also serving Coconut Grove · South Miami · Key Biscayne · Downtown Miami · Doral · Aventura · Fort Lauderdale. Firms outside South Florida: the build is the same and we work remotely. See full coverage.

ADVERTISING & BAR-RULE COMPLIANCE

We handle the intake. Your firm stays the lawyer.

LegalCRM.pro is a marketing and intake system, not a law firm. We do not practice law or give legal advice. Every automated message is built to fit the Florida Bar’s advertising rules (Chapter 4-7), no guarantees of results and no misleading claims, and you approve each template before it can send. The attorney-client relationship, and responsibility for your firm’s advertising, stay with you.

The platform

Encrypted infrastructure, access controls, audit logging.

We configure

Bar-rule-safe templates, consent capture, conflict-check fields, carrier registration.

Your firm

Legal advice, the retainer, conflict clearance, and responsibility for the advertising.

No vendor can make your advertising Bar-compliant on its own; that responsibility is the firm’s under Rule 4-7.11. How the automations are scoped to Rules 4-7.13 and 4-7.18, and what stays yours, is set out on the Advertising Compliance page. We are not attorneys and this is not legal advice.

FRONT-OF-HOUSE CASE-MANAGEMENT COMPANION

How LegalCRM.pro Works Alongside Your Case Management Software

No need to switch systems. LegalCRM.pro handles lead generation, texting, and consultation booking before a signed client’s matter opens in your case management software.

Sits In Front Of & Integrates With Leading Case Management Software

Clio
MyCase
Filevine / Litify
Smokeball / others
01
Done-For-You Setup

Onboarding Call & Carrier Registration

Our setup team at Aday Interactive configures your pre-built LegalCRM.pro intake engine, registers your brand and campaign with the carriers, and confirms your number before a single message sends.

Includes done-for-you phone line setup, calendar routing rules, and custom web intake forms with conflict-check fields.
02
Done-For-You Setup

Embed Forms & Speed-to-Lead Automations

Capture every phone call, web contact form, and SMS inquiry automatically with 0-minute speed-to-lead response times.

Your website instantly engages leads 24/7, booking initial consultations directly onto attorney calendars.
03
Done-For-You Setup

Hand-Off to Your Case Management Software

Once a prospect signs the retainer, the complete record, contact, matter type, key dates, source and language, hands off to Clio, MyCase, Filevine or Litify to open the matter.

LegalCRM.pro powers intake and sign-up; your case management software remains your system of record for the matter, documents, and billing.
RUN YOUR OWN NUMBERS

What are your unanswered inquiries worth?

Enter your own numbers. This shows what your unconverted inquiries are worth today, personal injury, immigration, family, or criminal.

Monthly Client Inquiries: 25 inquiries/mo
5 (Solo firm) 50 (Small firm) 150 (Multi-office)
Average case value (fee per signed case): $5,000
$1,500 (flat fee) $5,000 (typical case) $25,000 (major case)
Current Consult Conversion Rate: 30%
10% (Slow manual phone tag) 30% (Standard email response) 50% (Fast phone)
Currently not converting

$1,020,000

In annual case value, across 17 inquiries a month

Becoming clients today: 8 of 25/mo
Not converting: 17/mo
Each 5 points of improvement: $6,250/mo

We are not going to tell you what your conversion rate will become. Nobody honestly can. What we can say is that first-response speed is the highest-leverage variable most firms have not touched, and that the number above is what it is currently worth.

Book a Consultation

Estimates based only on the figures you enter. Not a projection, benchmark, or guarantee of results.

PRICING

Priced like the build it is.

Every plan includes all six systems, bilingual configuration, and A2P 10DLC carrier registration. Tiers differ by seats, message and voice volume, and support depth. Annual billing is two months free.

Solo

$349/mo

or ~$291/mo billed annually

A solo attorney or a two-person firm.

Practice

$649/mo

or ~$541/mo billed annually

Adds the bilingual AI voice agent and multi-pipeline reporting.

Group

$1149/mo

or ~$958/mo billed annually

Adds directory listings, case-management integration and multi-office routing.

Setup is included and self-serve; implementation help is optional, scoped and quoted separately, and does not have to be us. See the full comparison.

FIRM FAQS

Frequently Asked Questions

Everything you need to know about LegalCRM.pro, Bar-rule compliance, and case-management integration.

No. LegalCRM.pro is your front-of-house marketing and intake engine. It captures, nurtures, and schedules leads before they become signed clients. Once a prospect signs the retainer, the complete record hands off to your case management software (such as Clio, MyCase, or Filevine) for the matter, documents, and billing.

Have a specific intake question for your firm?

Our intake automation specialists at Aday Interactive are ready to help.

Talk With Our Team