For Law Firms

Law firm client intake and CRM software

Respond to every potential client first and book more consultations. Intake funnels, instant follow-up, consultation booking, reminders and document signing in one system.

The short answer

How law firms automate with Oceanic Funnels

Law firms use Oceanic Funnels OS to reply to every enquiry quickly, qualify potential clients with intake forms, and book consultations automatically. Missed calls get a text back, reminders reduce no-shows, and engagement documents can be sent for signature from the same system.

  • Leads fromFunnels, ads, social DMs, calls and your website
  • RepliesWithin seconds, by SMS, email, WhatsApp and AI agent
  • BookingCalendars with automatic reminders
  • Starts at$67/month, unlimited contacts and users
Where customers slip away

Three leaks in most law firms

  • Leak 1Slow response to enquiriesA potential client contacts several firms and hires the one that responds first.
  • Leak 2Intake by handStaff spend hours on calls collecting basic details that a form could gather.
  • Leak 3Consultations that don't showBooked consultations are forgotten, and the slot is lost.
Your net, step by step

How the system runs without you

  1. 0 sec1Potential client reaches out

    From your website, a practice-area page, an ad or a call.

  2. 30 sec2Instant reply

    A text and email acknowledge the enquiry. Missed calls get a text back.

  3. Intake3Qualify with a form

    An intake form collects the matter type and key details, and routes it to the right person.

  4. Booking4Consultation booked

    The client picks a time, with reminders by SMS and email.

  5. After the consult5Engagement and payment

    Send the engagement letter for e-signature and an invoice or payment link.

  6. Matter closed6Review and referrals

    A review request and periodic check-ins that keep referrals coming.

Automations we set up

Built for law firms

  • Intake formsPractice-area forms with conditional questions that route each enquiry.
  • Missed call text backEvery missed call gets a text in seconds.
  • Consultation bookingCalendars by attorney or practice area, with reminders.
  • Documents and e-signatureSend engagement letters and agreements for signature.
  • Invoices and paymentsSend invoices and accept card payments online.
  • Referral nurtureStay in touch with past clients and referral partners.

Funnels you can launch

  • Practice-area landing pages
  • Free case review funnel
  • Consultation booking page
  • Guide download funnel

Never lose a lead again

Missed call text back, instant replies, AI agents and reminders mean every call, form and DM gets answered, day or night. Unlimited contacts and users on every plan.

FAQ

Questions from law firms

How do law firms automate their sales with Oceanic Funnels?

Law firms use Oceanic Funnels OS to reply to every enquiry quickly, qualify potential clients with intake forms, and book consultations automatically. Missed calls get a text back, reminders reduce no-shows, and engagement documents can be sent for signature from the same system.

Does it replace our case management software?

No. Most firms keep their case management software for matters and use Oceanic Funnels OS for intake, follow-up, consultation booking, signatures and marketing.

Can potential clients book a consultation online?

Yes. Set up calendars for each attorney or practice area, so clients can book after the intake form, with automatic reminders.

Do you set it up for me?

On the Growth plan ($197 a month) our team sets up your system in the first week. On the Done-For-You plan ($297 a month plus a one-time $997 build fee) we build your sales funnel and the full automated backend for your business.

How much does it cost?

Oceanic Funnels OS starts at $67 a month with unlimited contacts and users. Usage like SMS, email and AI is pay-as-you-go, and WhatsApp is a +$19/month add-on.