Client Intake Technology / Legal CRM
Legal CRM Implementation for Law Firms
Your CRM should help your team follow up, book consultations and understand what becomes a signed client. We set up and improve legal CRM and intake systems around the way your firm works.
From a new implementation to better automations and connected tools, KJ Strategy Group helps bring your marketing, intake and measurement together.
At every stage.
Calls, forms and chat
Clear ownership and reminders
Scheduling and next steps
Outcomes and source reporting
Make your CRM work the way your firm does.
Buying the software is the first step. The value comes from how it is configured, how your tools connect and how consistently your team uses it. We help turn those pieces into a practical intake process.
Starting with a new CRM
Build the right fields, stages and workflows before your team starts using the system.
Improving your current setup
Fix inconsistent records, manual follow-up and workflows that no longer fit the way you work.
Connecting your intake tools
Bring your website, calls, chat, CRM and reporting into a more coordinated process.
The setup behind a stronger intake process.
Your project can include a complete implementation or a focused set of improvements to the system you already have.
CRM & intake pipeline setup
Define your intake stages, lead owners, practice areas, custom fields and lead sources so every opportunity has a clear place and next step.
Intake forms & lead capture
Configure forms and connect incoming website, phone and chat inquiries to the right records, with the information your team needs to follow up.
Follow-up & workflow automation
Set up acknowledgments, task assignments, reminders and follow-up sequences using your firm’s messaging and available CRM features.
Scheduling & client handoffs
Connect consultation booking, reminders and next-step tasks. Configure the handoff to your matter management system where the tools support it. See what to automate first.
Integrations & data migration
Map and test connections between your CRM, website, call tracking and other tools. Plan field mapping, cleanup and imports when moving existing records.
Reporting & team training
Configure reporting for qualified inquiries, consultations and signed clients. Document the workflows and train your team to use the setup consistently.
Legal CRM & intake solutions we implement.
We work with legal intake platforms and broader CRM systems used by law firms. The right setup depends on your practice areas, intake volume, team and existing tools.
Legal intake platforms
Lawmatics
Intake forms, pipelines, follow-up workflows and lead-source tracking configured around your client journey.
Lead Docket
Lead intake, assignments, follow-up tasks and reporting connected to your marketing and case management tools.
Clio Grow
Intake forms, consultation booking, workflows and the handoff into Clio Manage.
Broader CRM platforms
HubSpot
Contacts, deal pipelines, forms, automation and reporting structured for legal client acquisition.
Salesforce
Lead and opportunity records, assignment rules, workflow automation and reporting for your intake team.
Zoho CRM
Custom fields, intake pipelines, assignment rules and workflow automation tailored to your process.
GoHighLevel
Forms, calendars, conversations, pipelines and follow-up workflows connected in one intake setup.
We confirm available features, subscription requirements and integration options before defining your project.
A clear process, from discovery to handover.
Kelon leads the strategy and coordinates implementation specialists around your firm’s needs. We connect the technical work to the way your team attracts, follows up with and signs new clients.
Each project has an agreed scope, testing plan and handover so your team knows what is being built and how to use it.
Review & scope
Review your current process, tools and priorities. Agree on the deliverables, system requirements and implementation plan.
Design your intake workflow
Map how inquiries move through qualification, consultations and signing. Define the fields, ownership and follow-up rules.
Configure & test
Build the agreed setup and test the full journey, including forms, notifications, automations, integrations and sample records.
Launch & train
Prepare your team, document the workflows and support the handover. Agree on any additional support your firm needs.
Know what happens after the lead comes in.
A well-configured CRM gives your firm a clearer view of follow-up and outcomes. We help structure the fields and reporting needed to connect marketing activity to the opportunities that matter.
Where your systems capture reliable matter values or revenue, we can scope those connections into your reporting.
Need to identify where prospective clients are being lost first? Explore our Law Firm Client Acquisition Audit.
Legal CRM implementation FAQs.
What is a legal CRM, and how is it different from case management software?
A legal CRM organizes prospective clients, follow-up, consultations and the steps leading to a signed matter. Case management software supports work after a matter is opened, including documents, tasks and billing. The two can be connected so the right information moves with the client.
Can you improve a CRM we already use?
Yes. We can review your current configuration and improve the fields, pipelines, automations, integrations or reporting that need attention. Your project can focus on specific problems or a broader rebuild of the intake setup.
Do we have to change CRM providers?
We start by understanding the system you have and what your team needs. If it can support the required workflow, we can improve the existing setup. If a change is needed, we help assess the fit and scope the transition before implementation.
Can you connect our website, call tracking and other intake tools?
We review the tools you use and confirm the available connection options. Depending on the systems and subscriptions, the project may use built-in integrations, automation tools or a custom connection. We agree on the data flow and test it before launch.
How much does implementation cost, and how long does it take?
Cost and timing depend on the platform, workflows, integrations, migration and training involved. After reviewing your needs, we provide a defined scope and proposal. Software subscriptions and third-party service fees are identified separately from implementation work.
Will our team receive training and documentation?
Yes. We walk your team through the agreed workflows and provide practical documentation for using the setup. Your firm manages day-to-day intake, screening and client relationships. Any additional support or future improvements are scoped with you.
Build an intake system your team can rely on.
Tell us which CRM you use, how inquiries reach your firm and what you want to improve. We’ll help define the right implementation project.