Industry
Legal intake that screens cases before your staff does
Law firm advertising has some of the highest click costs in paid search — and a form that can't tell a strong claim from a venting session wastes every dollar twice. A ConviFlo legal intake Flo screens case type, incident timeline, and jurisdiction at capture, scores claim strength in real time, politely exits non-cases, and routes strong claims to your intake team while the prospect is still on the page.
You pay premium CPCs for leads that were never cases.
Legal clicks routinely cost more than most industries' leads. When intake discovers the statute ran out or there's no liable party, you've paid top dollar for a conversation that was over before it started.
Intake staff burn hours on screening a form could do.
Case type, incident date, treatment received, fault — the first five minutes of every intake call are the same questions. Asked in the funnel, they arrive answered, and your staff only talks to real claims.
Speed to contact decides signed cases.
Claimants fill out several firms' forms in one sitting and sign with whoever responds first. Strong claims sitting unsorted in a shared inbox are retainers your competitor gets.
What a legal intake Flo looks like
- 1
Case type first
Slide one asks what happened — vehicle accident, work injury, slip and fall, or other. Each practice-area answer sets the branch and the base score.
- 2
Screen the claim-killers early
Incident date, jurisdiction, and whether they already have representation. Time-barred, out-of-state, or already-represented respondents branch to a respectful exit before they enter intake.
- 3
Score claim strength
Medical treatment received, fault indicators, and injury severity carry points. A treated injury with clear liability scores toward the top of the queue automatically.
- 4
Route strong claims to intake immediately
High-score claims trigger the phone-first pipeline and a webhook to your case management system; weaker inquiries get a courteous follow-up sequence. Value-weighted events teach the ad platform to find more signable cases.
The math on 100 legal inquiries
Say 100 inquiries cost $9,000 in ad spend. Screened at capture instead of on the phone:
- 41 non-cases (time-barred, no liability, represented)$0 intake hours spent
- 44 standard claimsQualified queue, answered in order
- 15 strong claims, high severity + clear liabilityRouted to intake within minutes
Frequently asked questions
Can a funnel really screen legal leads without giving legal advice?
Yes — screening questions collect facts (case type, dates, treatment, representation status) and route based on answers. The Flo never renders an opinion on the claim; it simply ensures your intake team's time goes to inquiries that meet your firm's criteria.
How do I stop paying for leads outside my practice area or state?
Ask case type and location on the first slides. Out-of-scope respondents branch to a polite exit — optionally with a referral message — before they become a billable lead or fire a conversion event.
Does ConviFlo work with legal CRMs and case management tools?
ConviFlo delivers leads by signed webhooks with every answer and score attached, which connects to intake and case management systems through Zapier, Make, n8n, or a direct endpoint.
Maximize the value of every lead.
Score every answer, qualify in real time, and route high-value leads where they convert — so every dollar of ad spend works harder.
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