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.
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
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.
Missed-call text-back in seconds, before they dial the next firm
Accident date, injuries, and the at-fault party captured on the first touch
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
Spanish-first by default
The call comes in Spanish. Everything after it has to, as well.
Miami immigration intake is Spanish by default, high volume, and deadline-driven, a filing window, a hearing notice, a work-permit renewal. The inquiry that gets a same-day answer in the client's own language becomes a consultation; most firms answer a fraction of them.
Case type, country, current status, and any deadline captured up front
Spanish end to end, reply, reminder, voice agent, and reschedule link
High-volume routing so no consultation request sits overnight
Pipeline stages we ship for this vertical
Inquiry → Contacted → Consultation booked → Retainer sent → Retained → Case opened
Divorce, custody, support
They booked a consult, then went quiet for two weeks.
Family law is decided slowly and under stress. Someone requests a consultation, then sits with it while another firm follows up and signs them. The money is not in the first call; it is in the steady, human follow-up on people on the fence about the hardest decision of their year.
Consultation follow-up that runs for weeks, in their voice, not a nag
Opposing-party capture so a conflict check happens before the meeting
A safety-aware intake path that escalates a stated emergency to an attorney
Pipeline stages we ship for this vertical
Inquiry → Consult scheduled → Consult done → Retainer sent → Retained → Matter opened
DUI, arrests, after-hours
The arrest happened at 2 AM. The family is calling right now.
Criminal defense lives after hours. A DUI or an arrest generates a call from a spouse or a parent in the middle of the night, and it is urgent, someone is in custody and a bond hearing is hours away. The firm a person can actually reach at 2 AM is the firm they retain.
Genuine 24/7 coverage, because arrests keep no business hours
Charge, custody status, and court date captured while the family is on the line
In-custody and imminent-hearing calls escalate straight to an attorney
Pipeline stages we ship for this vertical
After-hours call → Captured → Attorney reached → Retainer sent → Retained → Matter opened
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.
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
Automated first response
Good evening, and I'm sorry that happened. Yes, we can help. An attorney can speak with you tonight or first thing tomorrow. Which works better for you?Sent 9:41 PM · 22 seconds later
And so does everything after it
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.
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
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.
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.
<!-- LegalCRM.pro Intake Form Embed -->
<script src="https://cdn.legalcrm.pro/v2/intake.js"></script>
<legalcrm-form firm-id="firm_8f92a"></legalcrm-form>
Visual Lead & Follow-Up Pipeline
Two boards, both pre-built: the main lead pipeline (9 stages) and a consultation follow-up board (4 stages), so a prospect who consulted but has not signed never quietly disappears.
Unified Messaging & Mobile App
Two-way SMS, email, phone with recording, and web chat in a single chronological thread per person. Your whole intake team sees the same history. Mobile app included, inheriting the same encryption and MFA controls as the desktop app.
Automations & Follow-Up
Sequences that respond instantly, follow up until there is an answer, and stop the second someone books, replies, or asks to be left alone. Written in your voice, in their language, and approved by you before anything sends.
AI Voice Agent
Picks up after hours, on overflow, or on every call. Offers the caller English or Spanish on the first turn, takes the matter type and the key facts, and books into live availability. It is scoped to scheduling and basic firm information; it does not give legal advice or discuss the merits of a case.
Reporting & Conversion Tracking
Volume and sign-up rate by source, intake specialist, location and language, including the English-versus-Spanish split most firms have never been able to see. Email marketing, surveys, and a course builder are 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.
Triggers instant Auto-SMS/Email workflow & intake-desk push alert
Prospect receives a secure case-intake link with conflict-check fields
Triggers an internal task to run the conflict check and confirm the matter type
Prospect self-booked or staff scheduled the initial consultation
Attorney finished the consult; awaiting the client's decision
Engagement agreement sent for e-signature
Client officially retained; matter opens in your case management software (Clio/MyCase)
Lead went cold after 3+ touchpoints; triggers 30-day re-engagement
Declined, referred out, or conflicted out; stops all sales sequences
Follow-up pipeline, where firms lose the most signed cases
Keeps prospects engaged between the consultation and the signed retainer.
Tagged by matter type (e.g. custody, DUI) & fee arrangement
Automated SMS: "Hi {{contact.first_name}}, still weighing your options?"
Internal alert to the intake team when the prospect re-engages
Pushes the prospect back into the main lead pipeline automatically
Essential Tags Architecture
Every field ships in English and Spanish, and the language a client answers in follows them through the whole system.
Matter Type
Status & Pipeline
Fee Arrangement
System & DND Control
4 Core Workflows
Pre-configured automations ready out-of-the-box on Day 1.
Sequence A, Instant first response, in their language
Trigger: Form submitted OR inbound text OR missed call, any hourSequence B, Consultation reminders
Trigger: Consultation booked on your calendarSequence C, Hand-off to your case management software
Trigger: Card advances to Signed / RetainedSequence D, Re-engagement, at a human pace
Trigger: Card sits in Unresponsive / NurtureCustom Intake Fields
Capture the matter, the opposing party, and the key dates, and clear a conflict check, before the consultation.
English or Español, sets the language of every message that follows
PI: what happened · Immigration: case type · Family: divorce/custody/support · Criminal: the charge
Captured up front so a conflict check runs before the consultation
Accident or arrest date, next court date, or a filing or hearing deadline
Contingency, flat fee, hourly, or a paid consultation
County or court where the matter sits, for routing and conflict screening
Past client, another attorney, Google, Avvo, website, attributed on the pipeline card
Mornings, evenings, weekends, or after work
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.
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.
Coral Gables, FL 33134
Referrals you already earned, lost to a voicemail.
What we build hereBrickell, FL 33131
The call that matters comes at 11 PM, not 11 AM.
What we build herePinecrest, FL 33156
The person filling out your form has three other firms open in other tabs.
What we build hereAlso 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.
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.
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
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.
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.
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.
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.
$1,020,000
In annual case value, across 17 inquiries a month
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 ConsultationEstimates based only on the figures you enter. Not a projection, benchmark, or guarantee of results.
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.
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.
No to both. LegalCRM.pro is a marketing and intake system operated by Aday Interactive, Inc., a technology consultancy. We do not practice law, give legal advice, or form the attorney-client relationship. Nothing the system sends is legal advice, and it is configured to stay that way.
The automations are built to fit the Bar's advertising rules (Chapter 4-7): no guarantees or predictions of results (Rule 4-7.13), no appeal that exploits someone in a vulnerable moment (Rule 4-7.15), and no unsolicited real-time solicitation (Rule 4-7.18). You approve every template before it can send, and under Rule 4-7.11 responsibility for your advertising stays with your firm. No vendor can make your advertising compliant on its own. See /legal/advertising-compliance/.
Your plan ships with the bilingual forms, pipelines, and follow-up sequences already built for your practice area, plus a guided setup course. Most solo firms are live within a week on their own. If you would rather not touch it, we recommend Aday Interactive, Inc., our Coral Gables team, to build it for you. That is a separate, quoted engagement and it is entirely optional.
The engine underneath LegalCRM.pro is a leading marketing-automation platform we license and configure. What LegalCRM.pro adds is the build: bilingual intake forms, pipelines configured per practice area, follow-up sequences written to fit the Bar rules, the voice agent scoping, and support from people in your time zone. We did not reinvent the infrastructure, and we would rather tell you that up front than have you discover it later.
Common enough that it is the whole reason we exist. In a county where the large majority speaks Spanish at home, a Spanish-speaking prospect who submits in Spanish and gets an English auto-responder at 9 PM usually calls the next firm. We tag the language on first touch and keep it: the reply, the reminder, the voice agent, the reschedule link, and the routing to whoever can take the call in Spanish.
Weigh it as arithmetic, not as a software line item. If your average signed case is worth several thousand dollars, one or two additional signed clients a year pays for the plan and then some. If you are confident you are not losing at least that many leads to slow or English-only follow-up, we are genuinely not worth it, and we will tell you so on the call.
It answers after hours or on overflow, offers English or Spanish on the first turn, takes the matter type and the key facts, and books into live availability. It is scoped to scheduling and basic firm information. It does not give legal advice or discuss the merits of a case, it discloses that it is an automated assistant and that the call is recorded, and it escalates in-custody or deadline calls straight to an attorney on the path you define.
Your data is yours and we will not hold it hostage, on request we export contacts, form submissions, and pipeline history in a standard tabular format. One honest limit: the underlying platform does not publish a guaranteed export format or deletion timeline, so our commitment is to act promptly and in good faith rather than to a service level we do not control. Most vendors let you find that out on the way out. We would rather you knew now.
Technically yes, and we build these integrations. But be aware of the boundary: external connections, Zapier, Make, webhooks, the public API, calendar sync, payment processors, case-management connectors, are configured to pass the minimum necessary, and we will tell you what we can and cannot evidence before we build one that carries client-matter detail.
Yes. Personal injury is the anchor, but immigration, family law, and criminal defense run the same system with different pipeline stages and different intake fields. A car-accident call, a removal-defense inquiry, a custody consult, and a 2 AM arrest all fail the same way, too slowly, and in the wrong language.
Yes. One line of embed code on WordPress, Squarespace, Webflow, Wix, or a custom site, on your contact page, your free-consultation page, or both. The English and Spanish versions come from the same build, so they never drift apart.
A missed call triggers an automated text back in under a minute, in the language of the inquiry, offering a time to talk rather than a promise to call back. The voice agent can also pick up directly. Automated messages carry scheduling and firm logistics only, they never give legal advice, and nothing automated sends between 9 PM and 8 AM unless you ask for it.
Yes. Intake specialists, the firm administrator, and the attorneys work from one dashboard with a single thread per person. Staff can leave internal notes the prospect never sees, assign inquiries to a specific attorney, and text from the firm number rather than personal phones. Access is configured by role on a minimum-necessary basis, and every access is logged.
Have a specific intake question for your firm?
Our intake automation specialists at Aday Interactive are ready to help.