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Professional services
The Law firm GoHighLevel snapshot kit
Case intake that qualifies before it books.
The expensive mistake in legal intake is a consultation with someone who was never a case. This kit qualifies by case type and jurisdiction before it offers a calendar slot, which keeps attorney time on matters that can actually be signed.
- 24 workflows
- 6 funnels
- 3 pipelines
- 32 templates
Everything included in the Law firm kit
6Funnels and websites
24Workflows
3Pipelines
3Calendars
10Forms and surveys
32Email and SMS templates
47Custom fields
20Custom values
Built for how law firms actually sell
A firm is judged on how fast it answers and how carefully it screens. The kit responds immediately, asks the disqualifying questions first, routes by practice area, and then keeps the retainer follow-up running for the two weeks that most firms leave silent.
- Screening out of scope enquiries before a calendar slot is offered
- Building practice area routing with separate attorney calendars
- Keeping retainer follow-up running without a paralegal chasing
Primary pipeline
- New enquiry
- Qualified
- Consult booked
- Consult held
- Retainer sent
- Signed
- Matter open
- Closed
The 24 workflows inside
These ten do the heavy lifting. The remaining 14 handle reminders, internal notifications, tag hygiene and the exit conditions that stop a booked contact being chased.
- Intake qualification by case type
- Out of jurisdiction polite decline
- Consult booking and confirmation
- Consult reminder with document list
- Retainer sent follow-up over 14 days
- Signed client onboarding
- Matter milestone update
- Referral partner thank you
- Case closed review request
- Declined lead nurture for future need
The 6 funnels
- Free case evaluation funnel
- Practice area landing page
- Consultation booking page
- Document upload portal page
- Referral partner page
- Webinar or seminar registration
Every funnel is connected to a form, a pipeline stage and a follow-up before you touch it.
How to install it
- Open the share link from your agency login. The snapshot appears in your own library.
- Load it into the sub-account. Around 12 minutes for a kit this size.
- Work the change list: 20 custom values, your domain, your calendars, your numbers.
- Send a test contact through each of the three main paths, then publish.
Six modules, as in every kit
- Funnels and websites
- Automations
- Pipelines
- Calendars and booking
- Forms and surveys
- Email and SMS
Law firm snapshot questions
The intake collects the information a conflict check needs and flags the record, but the check itself is a human step. The workflow pauses at that stage on purpose rather than auto-booking.
Yes. Practice area is the primary routing field, with its own pipeline path, calendar and message set. Three areas are configured out of the box.
Yes, and the qualification questions are already shaped for it. Family law and estate planning paths are also included.
You get a share link on purchase. Open it from your agency login and the snapshot lands in your own library, then load it into any sub-account. The load takes about twelve minutes and the configuration checklist takes one to three hours.
Kits that neighbour this one
Take the law firm kit, or take the whole catalogue
One kit covers one industry. The all-access bundle covers all sixteen and every kit we ship afterwards, for less than four bought separately.