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Automation playbook · Law firms

Every missed intake call is a case walking out the door.

The prospect who can't reach you calls the next firm. We build the automations that capture, screen and book every inquiry. 24/7, without losing a case.

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Live in days · Works on WhatsApp, web and phone · No new software for your team

40% of firms actually answer the phone, and 64% of prospects get no follow-up at all.Source: Clio Legal Trends (secret shopper)
The leak map

Where the cases leak.

Every firm runs the same flow: prospect → intake → calendar. Cases leak at three points, and an automation seals each one.

Prospectcalls with a case at 8pm
Leak 1 · Missed intakeThe prospect calls after hours, no one answers, and they call the next firm.
Lumo automationA 24/7 intake captures the case, screens the type and books the consultation.
Intakescreening the right case
Leak 2 · No screening or follow-up64% of prospects get no follow-up. The case cools off.
Lumo automationScreens the case type, runs a conflict-check and follows up automatically.
Calendarconsultations, case status
Leak 3 · Status questionsClients call all day to ask where their case stands.
Lumo automationAnswers case status and books the consultation, without tying up the team.
See it work

10pm. Someone had an accident and needs a lawyer.

The firm is closed. The agent captures the case, screens whether it qualifies and books the consultation for first thing.

1

Captures the case, 24/7, with the key details.

2

Screens if it qualifies and runs the conflict-check.

3

Books the consultation for first thing in the morning.

Illustrative demo. Every flow is built around your practice areas and your intake process.

What we'd build for you

Five automations, one front line.

Seals leak #1

24/7 intake

Captures every inquiry at any hour and never lets a case slip.

No case lost after hours
Seals leak #2

Screening + conflict-check

Screens the case type and checks conflicts before booking.

Only the cases you take
Seals leak #1

Consultation booking

Books the consultation with the right practice-area lawyer.

The calendar fills itself
Seals leak #2

Automatic follow-up

Follows up with the prospect who didn't close, so none goes cold.

Fewer cases going cold
Seals leak #3

Case status

Tells clients where their case stands, without tying up the team.

Fewer status calls
The math

Do the math on your time.

Drag to your own numbers. This is the cost of doing by hand what an automation does for you.

That time, in money, every month
$2,165/month
43 hours/month back to selling · estimate

Put that time back into practicing law. The automations run the front line while your team works cases.

Illustrative estimate. We map your real numbers in the audit.

One system. Clear momentum.

A 15-minute automation audit. Zero commitment.

We map your flow, mark the leaks, and show you exactly what we'd automate first.

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