Automate Your Law Firm's Intake Process in HubSpot

Manual data entry drags teams away from billable work and delays client service. Our free checklist reveals where hidden inefficiencies lurk and shows the exact workflows top legal firms use to reclaim that time in HubSpot.

  • Replace repetitive intake steps with a single automated flow
  • Instantly link Intakes, Matters, Referrals, and Contacts
  • No developer required—implemented entirely inside HubSpot

Get the Intake Automation Checklist

Key Features That Make It Work

We layer legal-grade workflows on top of your custom objects so data moves itself and your team can focus on clients.

End-to-End Automation

From form submit to matter creation, every association is built instantly and accurately.

Error-Proof Data Links

Smart validation prevents duplicates and orphaned records.

Custom-Coded Actions

Advanced logic handles referral splits and complex fee arrangements that native tools can't touch.

See the Automation in Action

Our 90-second demo shows how a single submission triggers every required object and task - no tabs, no manual data entry.

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Built for Legal Workflows

Objects like Intakes, Matters, Referrals, and Spending are mapped to HubSpot exactly how attorneys track case progress and revenue

  • Standardized yet flexible architecture
  • Zero IT lift for your firm
  • Step-by-step in-app guides for easy hand-off
70.98%

Increase in referral-sourced matters

30%

Faster intake completion time

300%

First-year ROI for a personal-injury firm

"Lloyd Solves turned our 15 minute intake chore into a one-click workflow. Staff frustration is gone, and we see results in real-time dashboards"

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MacKinley Tatom
Marketing Manager | Marc Whitehead & Associates

Bring Automated Intakes to Your HubSpot Portal

Stop burning hours on data entry—start delivering faster client service and insight-driven decisions.