Family Law Intake Software for Small Firms

Q: Can you avoid sending texts that reveal what the matter is about?

Yes. Templates are agreed with your firm at setup, and we recommend neutral wording for family law: the firm name and a booking link, with the detail kept for email or the consultation.

Q: Does it run our conflict check?

It collects the other party’s name and puts it in front of your team before a consultation is booked. The conflict check itself stays with your firm and your existing system.

Q: What if someone asks a legal question in the middle of the night?

They get an automated acknowledgement saying a person will reply, and the question goes to your staff with an AI-drafted answer to review. Intake Efficiency never gives legal advice.

Q: What if the lead says they are in danger?

Automated replies are not an emergency service. We recommend your templates direct anyone in immediate danger to call 911, and your team decides at setup how urgent inquiries are flagged to a person.

What family law inquiries are really like

Divorce, custody and support inquiries are rarely calm, rarely short, and rarely sent during office hours.

Emotional, and often at night

The message is long, upset and written in one go. A prompt, steady reply that says what happens next does more than any marketing copy.

Conflicts matter from the first message

Before anyone discusses the matter, your firm needs the other spouse or parent’s name. If you have already spoken to them, you cannot take this client.

Discretion is part of the service

The lead may share a phone, a laptop or an inbox with the person they are leaving. What a text preview says matters.

How Intake Efficiency handles a family law inquiry

Replies by email within 60 seconds at any hour; texts wait for 8am–9pm in the lead’s time zone and go only if they ticked the text-consent box.
Asks for the other party’s full name up front, so your team can run its conflict check before a consultation is booked.
Uses neutral template wording, agreed with you at setup, so a message preview does not announce “your divorce”.
Sends your booking link immediately, so the lead can choose a time without waiting for a call back.
Scores the inquiry against your criteria and alerts the lawyer you nominate.
Routes questions like “will I get custody?” to a person, with an AI draft for staff to approve. The automation never answers them.

Example score reasons

Lives in a county the firm serves
Divorce with minor children: a matter type the firm takes
Was served papers in the last two weeks
Other party named; ready for conflict check

Illustrative. Your firm sets the criteria during setup, and staff can see and question every reason.

Questions the first reply can ask

Short, factual questions that help your team prepare. Each one is optional for the lead, and the wording is yours to approve.

What is the matter about: divorce, custody, support, a protective order or something else?
What is the other party’s full name? (We ask so the firm can check it has not already spoken to them.)
Which county do you live in, and which county is the case in, if one has been filed?
Have you been served papers, and is a hearing date set?
What is the safest way and time to contact you?

Intake Efficiency is software, not a law firm, and does not give legal advice. Nothing on this page is legal advice.

How an inquiry moves through

Inquiry arrivesWeb form, email, text or WhatsApp
Consent loggedPer channel, with wording and time
Reply < 60 sOn channels the lead agreed to
Qualified0–100 score with plain-English reasons
Lawyer alertedLead gets your booking link
Follow-upsDay 1, 3 and 7 until reply, booking or opt-out
Into your CRMQualified leads only

Texts go out only between 8am and 9pm in the lead’s time zone; email replies go out at any hour. Steps 6 and 7 are on the Growth and Pro plans.

Questions firms ask

Can you avoid sending texts that reveal what the matter is about?

Yes. Templates are agreed with your firm at setup, and we recommend neutral wording for family law: the firm name and a booking link, with the detail kept for email or the consultation.

Does it run our conflict check?