Intake optimized. Growth unlocked.
LOOP is a transformational intake ecosystem designed to help law firms Convert.
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A fully-integrated Intake Management Solution that streamlines your process, eliminates lead loss, and transforms your intake team into a high-performance growth engine.
Why LOOP?
Too many clients are lost before they even get in the door.
Lead leakage is real and costs your law firm clients that could have been yours.
Results are inconsistent, some days intake is great, some not as much.
Some leads are abandoned, some go unmonitored and get disengaged, others are unaccounted for.
There is a lot of guesswork, paperwork and inefficient work involved.
Case management systems don’t talk to your intake process.
Intake managers are spending too much time on taking intake calls and doing intake instead of managing it.
There’s no time for data collection and deep diving. There is a dependency on meetings and reports to review numbers.
You just wish there was a snapshot of it all in one place.
Your team dreams about a world free of post-its and manual processing.
LOOP addresses this. All of it
What’s Inside the LOOP build?
The LOOP system is more than just software — it’s a proven framework that combines:
Advanced Intake Analytics
Track conversions, call outcomes, and source ROI with real-time dashboards.
Custom Reporting & KPIs
Get the data that matters — from speed-to-lead to follow-up frequency and beyond.
Quality Assurance Systems
Monitor performance, flag issues, and ensure every lead receives a consistent, client-centered experience.
Integration-Ready Architecture
Seamlessly connects with your existing case management system — no need to start from scratch.
Lead Leakage Prevention
Built-in checks and balances ensure no lead slips through the cracks — ever again.
Onboarding, Training & Support
Includes access to ready-to-use scripts, coaching, and intake team training tools.
What to Expect: Your 90-Day Build Timeline
Your marketing team is spending weeks creating, editing, and distributing content. Our engine automates that — giving you back time, money, and mental energy.
Week 1-3: Discovery & Onboarding
- Deep-dive into your current tools and case management system
- Identify gaps, bottlenecks, and missed opportunities
- Define KPIs and success metrics for your firm
Week 4-6: System Design & Customization
- Develop intake workflows tailored to your firm
- Build out dashboards, reporting tools, and lead tracking
- Create automations that eliminate manual follow-up
Week 7-10: Integration & Testing
- Connect LOOP with your case management software
- QA testing for workflows, triggers, and lead capture
- Role-specific configuration for intake team members
Week 10-12: Training & Launch
- Deliver your fully customized Content Repurposing Engine
- Access to ongoing resources and performance coaching
- Live training for your intake and admin teams
You’re not just getting software. You’re getting a turnkey growth system built for long-term success.
Built for Growth. Backed by Strategy.
LOOP is not just about improving intake. It’s about improving the client experience, building relationships and ultimately unlocking the law firm flywheel effect.
Most firms see a 20–50% increase in conversions just by implementing LOOP.
Whether you’re a solo practitioner or scaling a multi-office firm, LOOP adapts to your operations and evolves with your growth.
Your Intake Process Is Either Growing Your Firm... Or Holding It Back.
LOOP turns intake into a predictable, trackable, and optimized system that fuels long-term growth — all while saving your team hours of manual effort and decision fatigue.
Let’s Build Your Growth Engine
Ready to stop guessing and start growing?
