Legal Intake
Law firms and professional teams that need routing, urgency screening, booking, deposits, SMS, and follow-up emails while saving over five hours a week
Add services, policies, and business knowledge so the assistant can answer customer questions while they decide.
See it before you build it
Preview the live systemDone for you by an AuraForms Agency
Activation creates a customer-owned copy in your workspace. The master blueprint and existing customer systems stay isolated.
AI-Generated
The AI Prompt Behind This Blueprint
Use this prompt as a starting point and modify it to fit your business process. To create this customer system in your workspace, activate the blueprint above.
Create a professional legal and business intake system for law firms that captures contact details, matter type, urgency, jurisdiction, conflict-check information, opposing party details, document uploads, consultation booking, deposit collection, SMS notifications, and automated follow-up emails.
What this helps you launch
System capabilities included
- standard section-based layout
- conditional routing
- file uploads
- manual booking fields
- deposit step
- SMS notifications
- follow-up email automation
- Answers customer questions from the business information you add.
Why teams choose it
Built for real business operations
Smart branching
Guides respondents down the right path automatically.
Booking-ready
Moves qualified submissions straight into scheduling.
Auto follow-up
Automatically follows up by email and text and alerts your team, no manual steps.
More Legal blueprints
View allReady to use this blueprint?
Start with the prompt. Turn it into a system.
Copy the prompt to create a customizable starting point in Aura Forms. Download the blueprint above when you want this exact business system structure.