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The platform starts at $97 per month. Always confirm the screening fits the firm own rules.
Key points
- A law firm loses clients when intake is slow or a consult is hard to book.
- An intake workflow captures the matter, runs a conflict check step, and books a consult.
- You build it in GoHighLevel and sell it to firms as a done-for-you intake system.
What is a law firm intake and conflict check workflow?
Intake is how a firm takes in a new potential client and their matter. A conflict check is the step that confirms the firm can ethically take the case before anyone gives advice. The workflow captures the matter details, routes them through a conflict check, and books a consultation only once the matter clears.
The system speeds up intake and keeps the conflict check from slipping. It does not replace a lawyer judgment. The firm always reviews and approves before engaging.
How do you build the intake workflow in GoHighLevel?
- Build the intake form. Capture the matter type, the parties involved, the opposing parties, and contact details, so the firm has what it needs to screen.
- Create an intake pipeline. Use stages like New Inquiry, Conflict Check, Cleared, Consult Booked, and Engaged, so the firm sees every matter status.
- Route to conflict check. When a matter comes in, hold it at the Conflict Check stage and notify the right person to screen the parties against existing clients.
- Gate the consult. Only after a human clears the conflict check does the workflow send the consult booking link, so no advice happens before screening.
- Book and confirm. Connect the booking link to the calendar, then send confirmation and reminder messages to remind clients of the booking.
- Follow up the no-replies. Drip a few reminders to inquiries that stall, so a real matter does not go cold.
Which GoHighLevel tools do you use?
- Forms for the intake details and the parties involved.
- Pipelines and opportunities to track each matter from inquiry to engaged.
- Workflows to route the conflict check, gate the consult, and follow up.
- Calendars for the consultation booking, with reminders.
- A reusable snapshot to deploy the intake system for the next firm fast.
The conflict check stage should always require a human to confirm. The workflow organizes the step and the notifications, but the firm makes the call.
What should you charge a law firm?
Price the workflow as a fixed build fee or a monthly retainer for the work you do.
- Setup fee: a one-time build of the intake forms, pipeline, and workflows.
- Monthly retainer: a flat fee to host, monitor, and adjust the intake system.
- Usage markup: GoHighLevel bills SMS, email, and AI by usage, which you rebill with a margin.
Your base cost is the GoHighLevel plan: $97 per month for Starter, $297 per month for Unlimited, and $497 per month for Pro. See the pricing breakdown.
What are the common mistakes?
- Booking the consult before the conflict check clears, which creates ethics risk.
- Automating the conflict decision itself. A human must confirm it every time.
- A bloated intake form that scares off real clients. Ask only what screening needs.
- No status visibility, so matters stall at conflict check with nobody owning the step.
- Slow first reply. A potential client who waits hires the firm that answered first.