Law Firm CRM for Faster Intake and Follow-Up
WinChilla helps your law firm manage calls and online leads, organize client intake, book consultations, and follow up from one place.
One Place to Manage the Journey From Inquiry to Consultation
WinChilla brings calls, web chat, forms, bookings, messages, follow-up, and law firm digital marketing tools into one CRM system for client relationship management. Your team can see what happened, what comes next, and who owns it.
Your Firm Has Legal Work to Do - and a Business to Run
Partners, lawyers, office staff, and intake teams often share the same workload. They answer calls, review new leads, book meetings, send follow-up, and run marketing. A law firm CRM keeps that work in view. It helps the team act before a good lead is lost.
of surveyed U.S. law firms in 2026 said they had lost business because of slow or inconsistent responses.
Source: CallRail
of firms said they had lost business specifically because of missed calls.
Source: CallRail
of surveyed firms still relied on attorneys or paralegals to handle intake alongside their caseloads, while 52% used a CRM or client management system.
Source: CallRail
Does this sound familiar?
A new lead calls while everyone is busy, while another fills out a form after hours. Their details land in different places, follow-up depends on memory, and no one has a clear view of what still needs attention.
Don't worry, we can help!
Business Phone System
Route calls by schedule or team. Link each call to the contact and start the right next step.
Automated Follow-Up
Send approved messages, assign tasks, update stages, and remind staff when a lead still needs a reply.
Intake Pipelines
Track each lead from first contact to a booked meeting, follow-up, signed client, or another stage your firm selects.
Respond to More Calls and Online Inquiries
People often call a law firm at a hard time. WinChilla gives them clear ways to reach your team. It also helps your firm capture details after hours.
Phone System & Calling
Keep calls, routes, logs, recordings, notes, and follow-up tied to the lead’s CRM record.
Route new-client calls to intake staff, a practice group, or another approved destination
Set working-hours and after-hours call flows
Review call results and create tasks for missed inquiries
Keep call history ready when a lawyer or staff member calls back
AI Receptionists
Use a set-up AI receptionist for approved basic calls when staff cannot answer.
Share office hours, locations, meeting options, and supported practice areas
Collect the caller’s name, details, broad reason for calling, and desired next step
Book a consultation on an approved calendar or transfer the caller to staff
Create call text and summaries for approved staff to review
Web Chat
Give site visitors a branded way to start a chat, leave details, or choose a supported channel.
Capture an inquiry when the office is closed
Ask for contact details and a broad practice area
Display office-hours and after-hours messages
Route new chats to the central inbox, a workflow, or the right team
See how WinChilla helps your law firm save time, reduce admin, and book more appointments!
Conversation AI
Help with basic intake chats and provide a clear handoff to staff.
Answer approved questions about hours, locations, booking, and practice areas
Collect basic details without judging the legal merits of a matter
Offer open meeting times in supported message channels
Pause or transfer the conversation when staff step in
Use a law firm CRM to Keep Intake Moving
A clear intake process shows which prospective legal client inquiries are new, which need review, and which have a booked meeting.
Contacts / CRM
Keep lead and client data, notes, files, tags, custom fields, and message history in one CRM record.
Store contact details and the source of the inquiry
Tag contacts by broad practice area, office, language, or intake status
Use smart lists to find inquiries that need follow-up
Review past calls and messages before you reply
Keep marketing and intake data in order
Opportunities / Pipelines
Give the team a clear view of each lead’s intake stage and owner.
Use stages such as New Lead, Review, Meeting Booked, Follow-Up, Signed, and Closed
Assign an intake owner and track the next action
Filter inquiries by stage, source, office, or team member
Move an opportunity when a form, appointment, or staff action changes its status
Forms
Collect approved intake details with web forms and send each reply to the CRM.
Create separate intake forms for broad practice-area inquiries
Show the right fields based on a visitor’s choices
Send a receipt note and create a staff review task
Collect the details the firm has approved for initial intake
Workflows & Automation
Automate repeat intake steps while keeping legal judgment and final decisions with the firm.
Alert staff when a new call, chat, or form inquiry arrives
Send approved appointment confirmations and reminders
Create a task when a lead has not been reviewed on time
Update pipeline stages after forms, messages, or appointments
Ask the AI workflow builder for a first draft from a plain-language goal
Book Consultations and Keep Communication Organized
Cut down on booking emails and give staff one place to review the chat before the next call or meeting.
Calendars & Appointments
Let new leads request an open meeting time from an approved calendar.
Create separate calendars for attorneys, offices, or consultation types
Use round-robin or individual scheduling where appropriate
Connect staff calendars to help prevent conflicts
Send booking notes and reminders through supported channels
Keep appointment activity connected to the contact record
Conversations
Bring supported email, text, phone, chat, WhatsApp, and social messages into one inbox.
Review prior intake messages before replying
Assign a conversation to the appropriate team member
Filter messages by status, channel, or assigned user
Use AI reply ideas for basic messages
Discover how WinChilla simplifies your day, saves time, and helps your law firm grow.
SMS, MMS & WhatsApp Messaging
Send direct, timed, or workflow-based messages while keeping supported message history tied to the contact.
Confirm that the firm received an inquiry
Send consultation reminders and approved preparation instructions
Follow up when a lead has not booked a requested meeting
Share a tracked link to a form or scheduling page
Monitor delivery, failures, opt-outs, and do-not-disturb settings
Email Marketing
Create branded email campaigns for the right contacts and groups.
Share general firm news and updates
Send announcements about office hours, new locations, or supported practice areas
Segment recipients by tags, lists, location, or prior engagement
Use AI to draft subject lines and email copy
Track delivery, clicks, unsubscribes, and campaign performance
Build a More Consistent Law Firm Digital Marketing Engine
WinChilla helps marketing and business development teams plan content, ask for reviews, and stay visible without needing a separate tool for each channel.
Social Planner
Create, approve, schedule, and track social posts across supported channels.
Plan posts about the firm, its team, local work, and broad legal topics
Shape posts for LinkedIn, Facebook, Instagram, Google Business Profile, and other supported networks
Send posts to a partner or marketing lead for approval before publishing
Use AI to draft captions, ideas, hashtags, or images
Compare engagement across posts and date ranges
Reputation Management
Ask for, track, and reply to reviews while seeing common themes in public feedback.
Send review requests through supported channels at an appropriate point in the client journey
Monitor ratings, recent feedback, trends, and sentiment
Draft or auto-publish replies to supported Google and Facebook reviews under firm rules
Sum up common themes that may show service strengths or message gaps
Use review widgets to display selected feedback on the firm’s website
AI Content, Assistance & Knowledge Bases
Use supported AI tools for first drafts while keeping lawyers and approved staff in control.
Draft law firm email marketing content, social posts, calls to action, and campaign images
Apply brand-voice settings to supported content workflows
Build a source from approved public facts, such as office details, practice areas, and FAQs
Ground chat and voice agents in approved basic information
More Tools for a Better-Run Intake Process
These tools cut manual work and keep each lead in view.
Surveys
Gather client feedback after consultations or completed matters to identify service and communication improvements.
Websites
Build professional pages that explain your practice areas, introduce your team, and make it easy to request a consultation.
Mobile App
Review contacts, conversations, tasks, and appointments while working away from the office.
Invoices & Payments
Send invoices and accept supported online payments for consultations or legal services. Trust funds should remain in an appropriate legal accounting system.
Integrations
Connect WinChilla with supported calendars, email accounts, payment tools, advertising platforms, and other business software.
Funnels & Landing Pages
Create focused pages for specific practice areas, advertising campaigns, workshops, or consultation offers.
affordable pricing plans built for small businesses
How much does this cost?
We're glad you asked! WinChilla is pleased to offer affordable pricing plans to suit your growing business.
Questions About Choosing a law firm CRM
Does WinChilla replace legal practice or case management software?
No. WinChilla is a law firm CRM for solo practices and small law firms that need help with marketing, client intake, messages, booking, and follow-up. It can serve as legal CRM software for those front-office tasks. It does not replace case-management software built for law firms to handle case files, court dates, conflict checks, time records, trust accounts, or legal document work.
Can WinChilla’s AI answer legal questions or give legal advice?
No. Voice and Conversation AI are for approved basic tasks. They can share office hours, note a broad practice area, collect details, and help book a meeting. A qualified lawyer must answer questions about rights, legal plans, likely results, or the merits of a matter.
Can different attorneys or practice groups use separate intake processes?
Yes. A firm can use separate calendars, forms, tags, stages, owners, and workflows. Set them up by office, lawyer, or practice area. Each path should match the firm’s real review, conflict-check, consent, and handoff steps.
Can WinChilla help with social media marketing for law firms?
Yes. Social Planner helps teams create, approve, plan, and track posts on supported networks. AI can make a first draft of captions, ideas, tags, or images. The firm should check each post for facts, privacy, ad rules, and local conduct rules.
How can a law office CRM improve follow-up without making communication feel impersonal?
Automation can send receipt notes, reminders, tasks, and status updates. Lawyers and intake staff still control sensitive talks and legal judgment. This balance helps the firm reply on time while keeping the human care that new clients expect.
What others are saying:
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What you can expect from us
Money Back Guarantee
We're confident you'll love saving money by switching from existing software providers with your business tools to one place.
Plus, we believe you'll save a ton of time with marketing automation.
Within 30 days, if we're not the right fit, we'll give you your money back.
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24/7 Support
We're here to help. You'll get a one-on-one onboarding call with our team.
Then, you'll get another tech call with us to make sure your account is configured exactly as you want it.
Plus, you can expect 24/7 chat support from our team with any questions you have along the way.
30+ Years of Experience
We've been helping small businesses since 2010!
The WinChilla brand is new, but our experience is not. The founders of WinChilla have over 30 years of experience combined in digital software and customer incentive programs - helping businesses like yours - worldwide since 2010. Now, we're excited to bring our expertise to launch these new super tools to help all of our clients grow.
Turn More Inquiries Into Clear Next Steps
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