CRM and AI automation for law firms

Law firm CRM and intake automation that answers every lead first.

Sahal Softech builds the CRM, follow-up and AI intake systems behind busy law firms. Every call, form and chat gets a reply in seconds, lands in your pipeline, and keeps getting followed up until the person books or says no.

Free 20-minute call. You keep the notes, whether or not we work together.
Every inquiry has a place, and an owner.
Example pipeline view
New lead
Car accident inquiry
Text sent in seconds
Divorce consultation
Visa question
Contacted
Business dispute
Immigration petition
Consult booked
Estate planning
Thu 10:00 AM
Workers comp
Retained
Agreement signed
Personal injury
Top Rated Plus on UpworkGoHighLevelMakeZapiern8nAirtable
The real problem

Most law firms don't need more leads. They need to stop losing the ones they already paid for.

The phone rings while you're in court.
A new client calls at 4:40 on a Friday. Nobody picks up, so they dial the next firm on the list.
Intake lives in six places.
Email, a shared spreadsheet, somebody's notes app. Nobody can say quickly where a lead stands.
Nobody chases the maybes.
Plenty of people leave a consultation saying they'll think about it. Without a follow-up, most go quiet.

None of this is a people problem. It's a system problem, and systems can be fixed.

What we build

Legal intake automation, from first call to closed case.

A law firm CRM is the place where every potential client lives from the first call to the signed retainer. It records who they are, where they came from, what they asked, and what happens next.
CRM and case pipeline
Every inquiry becomes a card in a pipeline: New, Contacted, Consult Booked, Retainer Sent, Retained. Anyone on your team can see where a lead stands and who owns it.
Lead capture
Website forms, landing pages, ad leads, your chat widget and missed-call text-back all land in one inbox, tagged by where they came from.
Follow-up emails and texts
Short, human-sounding messages on a schedule: a quick reply, a confirmation, a reminder, a gentle check-in. You approve the wording before anything goes out.
AI chatbot
Answers the basic questions on your site, collects the details you need and books the consultation. It never gives legal advice, and it hands off to a person when it should.
AI call agent
Picks up when your front desk can't, asks the intake questions you choose, and flags urgent matters for a human right away.
Workflow automation
When a matter moves to the next stage, the client gets an update and the right person gets a task. Built in GoHighLevel, Make, Zapier or n8n, whichever fits your setup.
Booking and reminders
Prospects pick a time straight from your calendar. Text and email reminders cut down on no-shows.
Client portal
Clients upload documents, check where their case stands and message your team, so your staff fields fewer "any update?" calls.
Not sure where your intake is leaking?
Book a free 20-minute call. We'll tell you what we'd fix first, and you keep the notes.
Book a free intake audit
See it in action

What happens to a lead in its first few days.

Right away
A prospect calls after hours or submits a form. A text and an email go back within seconds, in your firm's name.
A minute later
The inquiry sits in your pipeline, tagged with its source. The chatbot or call agent asks the intake questions you picked.
Same day
They choose a consultation time from your calendar. Your attorney sees a short summary before the call.
Day of the consult
Reminders go out by text and email. If they don't show, a friendly reschedule message follows.
After the consult
The retainer goes out for e-signature, with a nudge if it sits unsigned. When the case wraps up, we ask for a review.

This is an example workflow. We tailor every step to your firm, your practice area and your intake rules.

Built for your practice

Every practice area loses leads in a different way.

Personal injury
Speed wins these cases. Instant replies, accident details collected up front, and follow-up on every ad lead.
Family law
Sensitive conversations need a careful tone. Gentle follow-up and easy consultation booking.
Immigration
Lots of documents and deadlines. Intake forms, a client portal and regular status updates.
Criminal defense
Calls come at all hours. Missed-call text-back and urgent-matter alerts that reach a human.
Estate planning
Decisions take time. Nurture sequences that keep you in mind until they're ready.
Business and employment law
Work comes by referral. Automated check-ins and review requests keep it coming.
Packages

Three packages, built around how a law firm grows.

Start by not missing leads. Then convert more of them. Then let intake run on its own. Each package includes the one before it.

Intake Essentials
Stop missing leads.
Best for: solo lawyers and small firms still running intake from email and a spreadsheet
$1,997 setup
+ $597 / month
CRM and case pipeline with stages that match how you work
Lead capture from forms, landing pages, chat widget and missed calls
Instant text and email reply to every inquiry
Online booking with calendar sync and reminders
Lead-source report, so you know which marketing pays
Team training and a short how-to guide
What changes: Every inquiry gets answered fast and tracked in one place.
Book a free intake audit
Most popular
Client Growth Engine
Turn more consultations into signed clients.
Best for: growing firms that get leads but lose them to slow or patchy follow-up
$3,497 setup
+ $1,297 / month
Everything in Intake Essentials, plus:
Follow-up emails and texts: new lead, confirmation, no-show recovery, post-consult, retainer reminders
Intake forms and e-signature before the first meeting
AI website chatbot that answers questions and books consultations
Review and referral requests after a case closes
Old-lead reactivation campaign for people who never retained
Monthly optimization call and report
What changes: Fewer no-shows, fewer cold leads, and follow-up that happens without anyone remembering.
Book a free intake audit
Firm Autopilot
Intake and client updates that run themselves.
Best for: established or multi-attorney firms that want less manual work
$6,997 setup
+ $2,497 / month
Everything in Client Growth Engine, plus:
AI call agent that answers 24/7, qualifies callers and flags urgent matters
Client portal for documents, case status and secure messaging
Case-stage automations that update clients and assign staff tasks
Multiple pipelines by practice area, location or attorney
Connections to your case management and billing tools
Priority support and a quarterly strategy review
What changes: Your front office handles more with the same team.
Book a free intake audit
Compare packagesIntake EssentialsClient Growth EngineFirm Autopilot
CRM and case pipelineYesYesYes, multi-pipeline
Lead capture, instant reply, bookingYesYesYes
Follow-up emails and texts–YesYes
Intake forms and e-sign–YesYes
AI website chatbot–YesYes
Reviews and referrals–YesYes
AI call agent––Yes
Client portal––Yes
Case-stage automations––Yes
Ongoing managementOptionalMonthlyPriority + quarterly
[ADD YOUR GUARANTEE OR RISK-FREE TERMS] Replace with the promise that removes doubt for a first-time client.
Prices in USD. [CONFIRM: GoHighLevel subscription and text, call and AI usage are billed separately at cost / included in the monthly fee]
AI tools collect information, answer general questions and book consultations. They do not give legal advice.
What clients say about working with us
“Sahal Softech delivers high-quality Airtable, Softr, and automation solutions with excellent communication, responsiveness, and problem-solving skills.”
Faizan Syed, USA
“They made complex automation simple and executed everything flawlessly.”
Valvaroconsult, Slovenia
We're an automation team, not a marketing agency.
A Top Rated Plus agency on Upwork, with a team in Ahmedabad, India and Sacramento, California.
Systems, not marketing
We build the plumbing behind your intake. We are not a general marketing agency, and we won't pitch you on logos and brand colors.
One team for the whole stack
CRM, AI agents, dashboards and custom automations, built by the same people, so nothing gets lost between vendors.
Tools you can own
We work in GoHighLevel, Make, Zapier, n8n and Airtable, so you're not locked into something custom that only we understand.
Plain communication
You'll know what we're building and why. When something needs your decision, we ask once and clearly.
What happens after you book

From first call to a system that runs itself.

1
Free intake audit
A 20-minute call. We walk through how a lead reaches you today, from first call to signed retainer, and point out where it leaks. You keep the notes either way.
2
Plan and build
We map your pipeline, write the messages with you, and build everything in your account. Nothing goes live without your sign-off.
3
Test and launch
We run real test leads through every path, train your team, and then switch it on.
4
Watch and improve
We check what's working, fix what isn't, and tune the follow-up as your caseload changes.
Questions

What law firms ask before they hire us.

Mostly GoHighLevel, because CRM, calendar, texting, email, forms and automations live in one place. If your firm already uses another tool, we can usually connect it using Make, Zapier or n8n.
No. It answers general questions about your firm, collects intake details and books consultations. Urgent or sensitive matters are handed to a person on your team.
It depends on the package and how many workflows you need. After the free audit, we'll give you a realistic timeline in writing.
Your account and your client data should stay yours. [CONFIRM AND STATE YOUR HANDOVER TERMS]
We'll go over where data is stored and who has access before anything goes live. Your firm should also check the setup against your own ethics and compliance rules. [ADD YOUR SPECIFIC SECURITY DETAILS]
Often, yes. We'll review your phone system, email, calendar, website and case management software in the audit and tell you honestly what connects cleanly and what doesn't.
Rules vary by state and country, so we set up consent language and opt-outs with you rather than guessing. [EXPLAIN YOUR CONSENT SETUP]
Yes. We work with clients in the US and in other countries, and we have team members in both India and the US.

Let's find where your intake is leaking.

Book a free 20-minute call. We'll look at how leads reach your firm today and tell you what we'd fix first. You keep the notes, whether or not we work together.

Book your free intake audit
Sahal Softech · Ahmedabad, India and Sacramento, CAPrivacy · Terms