Agency & white-labelAgency favourite
Agency Core OS
The snapshot you install in your own agency account first.
- Funnels
- 9
- Workflows
- 58
- Pipelines
- 6
$497$797
agency licence
25 min
to import
SNP-034Legal
Law Firm Intake Desk — GoHighLevel snapshot
Intake qualification with case scoring, a matter pipeline that mirrors the real process, e-signature chasing that actually stops, and referral-source attribution partners will read.
- 43
- Workflows
- 4
- Funnels & sites
- 20 min
- Install time
- August
- Last refresh
$397
One-time · unlimited sub-accounts
- Agency licence — install for every client you serve
- Written install guide plus per-module walkthroughs
- Twelve months of updates from purchase
- Email support on the snapshot itself
Or get this and every other snapshot withall-access at $997/yr.
SPEC-01 // WHAT IT SOLVES
Why this snapshot exists
Law firms lose money in intake and nowhere else. An unqualified consultation costs an hour of the most expensive time in the building, and the firms that fix this outperform firms that spend twice as much on ads.
Intake Desk puts a scoring form in front of the calendar. Case type, incident date, jurisdiction and a small number of disqualifiers produce a score; below threshold routes to a referral-out template, above threshold books a consult and creates the matter.
After the consult, the retainer sequence chases the signature with escalating touches that terminate on signed — a small thing that removes the most common source of "did we ever send that?" in a firm. The reporting dashboard attributes signed matters back to source so the marketing conversation with partners stops being an argument.
What ships inside
- Weighted case-scoring intake form
- Referral-out template for disqualified matters
- Six-stage matter pipeline with conflict-check gate
- Retainer signature chase workflow
- Source attribution dashboard
- Long-matter client update cadence
SPEC-02 // MODULES
Six modules, each of which earns its place
Nothing in this snapshot exists because a template needed filling. Each module maps to a specific way this vertical loses money.
Case scoring intake
Weighted form logic produces a score; disqualifiers route to a referral-out template rather than a consult.
Matter pipeline
Intake, consult, retainer sent, signed, active, resolved — each stage with its own stall alert.
Retainer chase that stops
Escalating signature reminders that terminate the moment the document is signed, not two days later.
Conflict-check task
Automatic conflict-check task before a matter can move to retainer, with a hard stage gate.
Referral-source attribution
Signed matters attributed to source with a dashboard partners will actually read.
Client update cadence
Scheduled "nothing has changed" updates during long matters — the top driver of legal review scores.
SPEC-03 // QUESTIONS
Before you install Law Firm Intake Desk
The three things agencies ask about this snapshot specifically.
Is this compliant with legal advertising rules?
The templates avoid outcome guarantees and comparative claims, and every page has a disclaimer slot. Bar rules differ by jurisdiction, so the install guide flags the four places to insert your state’s required language.
Can I change the scoring weights?
Yes. Weights are custom values on one workflow, so a practice-area change is a numbers edit rather than a rebuild of the form.
SPEC-04 // ALSO IN THE RACK
Snapshots agencies buy alongside this one
HVAC & climateBest seller
HVAC Service Pro
Speed-to-lead in 90 seconds, maintenance plans on autopilot.
- Funnels
- 6
- Workflows
- 47
- Pipelines
- 3
$297$497
agency licence
12 min
to import
Roofing & exteriors
Roofing Storm Response
Storm hits, campaign launches, canvassers get routed the same day.
- Funnels
- 5
- Workflows
- 38
- Pipelines
- 4
$297
agency licence
15 min
to import
DEPLOY // NEXT STEP
Install Law Firm Intake Desk yourself, or let the desk do it.
The snapshot takes about 20 minutes to import and configure with the guide. If you would rather it arrived tested and recorded, the crew installs it in 72 hours.
Unlimited sub-accountsWritten install guidesUpdates included