Guardian Law Firm Intake System
More qualified consultations.
From your existing inquiries.
Help more inquiries that fit your firm's criteria reach a consultation through prompt response, complete intake, education, and consistent follow-up.
Built around your people and existing software. Your attorneys decide which matters to accept.
A 30-minute systems call with Seth Durr.
Where inquiries get lost
The gaps between first contact
and a real conversation.
An inquiry can arrive with real potential and still go nowhere when the next step depends on someone remembering.
Slow response
The prospect waits without knowing whether the firm has received the inquiry.
Missed calls
A call goes unanswered, with no consistent process to reconnect.
Incomplete intake
Your team chases missing details before an attorney can review the opportunity.
Uneven follow-up
Promising inquiries go quiet while staff juggle other work.
No-shows
A booked consultation needs preparation, reminders, and a next step if it is missed.
One connected intake process
From first inquiry
to an informed attorney.
We map and implement the steps around your firm's intake criteria, communication rules, calendar, and staff responsibilities.
01 / Respond
Capture the inquiry.
Bring website inquiries and missed calls into a defined pipeline. Acknowledge contact by text or email using the prospect's communication permissions.
02 / Gather
Complete the intake.
Use essential conditional questions and your firm's criteria to gather relevant details. Follow up when information is missing.
03 / Schedule
Book the consultation.
Connect booking, reminders, rescheduling, and no-show follow-up so each inquiry has a clear next step.
04 / Prepare
Make the handoff useful.
Send firm-approved pre-consultation information and prepare an intake summary for the attorney or responsible team member.
05 / Review
Your attorney decides.
The firm conducts the consultation and records whether to accept, decline, or request more information. Legal judgment stays with your attorneys.
06 / Measure
See where inquiries go.
Track source and campaign, completed intake, booked and attended consultations, and retained matters as your team records the outcomes.
Measure the path
- Inquiry
- Completed intake
- Booked
- Attended
- Retained
Clear responsibilities
A connected process.
Your firm's judgment.
Guardian connects the steps.
- Intake forms, pipeline stages, and routing.
- Acknowledgements, follow-up, and reminders.
- Consultation booking and intake summaries.
- Source attribution and basic funnel reporting.
Your team keeps control.
- Intake criteria and approved communications.
- Review of summaries, exceptions, and missing information.
- Consultations, case acceptance, and legal advice.
- Legal strategy, sensitive approvals, and final substantive work.
Guardian does not independently decide whether a prospect legally has a case. It does not replace your case-management system or include unlimited custom automation.
A defined starting scope
Guardian Law Firm
Intake System
Process design, implementation, and the connected intake workflow described above, scoped around how your firm receives and handles inquiries.
Founding-firm arrangements
If a founding-firm arrangement is available, the $997 implementation fee may be waived in exchange for feedback and, where appropriate, case-study permission. Availability and terms must be confirmed in writing; the waiver is not automatic.
Starting at
$1,497 / month
+ $997 implementation
3-month initial commitment
- Intake, response, booking, and follow-up.
- Firm-defined criteria and attorney handoff.
- Source tracking and a basic conversion dashboard.
- Process mapping, configuration, testing, and team handoff.
The written agreement confirms scope, renewal and cancellation, usage allowances, any platform or messaging charges, and support terms before you commit. Advertising and media spend are outside this offer.
The experience behind the work
Work directly
with Seth Durr.
Seth Durr
Founder, Guardian Business Systems
Seth has implemented business systems across 75+ companies, including hotels, hospitals, and service companies.
He built the lead generation and intake process that signed 84+ plaintiffs onto a case that settled for $4.7 million.
That is Seth's earlier experience. Those outcomes did not come from the Guardian Law Firm Intake System and do not predict your firm's results.
Practical questions
Before we build.
The first call is a working conversation about your process, your tools, and whether this scope fits.
What does setup involve?
We map the current inquiry path, identify the missing steps, and agree on intake criteria, staff responsibilities, approved language, and the systems involved. Then we configure the scoped workflow, test representative scenarios with your team, and hand over the process people will use.
Can we keep our existing CRM and case-management software?
We start by reviewing what you use and what it can connect to. Guardian is not intended to replace your case-management system. The agreed scope identifies which tool holds each record, what can be integrated, and where your team still handles a handoff. We do not assume every integration is available.
Who owns the leads and intake records?
Your firm's leads and matter information remain yours. Before implementation, we document account access, available export options, retention, and the transition arrangements if the engagement ends. Those details belong in the service agreement.
Where does AI fit, and what stays with an attorney?
Where useful and included in scope, AI can assist with gathering information, routing, approved explanations, and draft summaries. Your team reviews exceptions and the information used for decisions. AI does not give legal advice, determine whether someone legally has a case, or accept matters for the firm.
How long does implementation take?
We agree on a timeline after reviewing your process and access requirements. Timing depends on the tools involved, phone and messaging setup, approved content, and your team's availability. Launch follows end-to-end testing of response, intake, scheduling, follow-up, and handoff.
Does this include advertising or new lead generation?
This offer starts with the inquiries your firm already receives. Advertising management, media spend, and a new lead-generation campaign are outside its scope. We first work on the path from an existing inquiry to a qualified consultation and a recorded outcome.
Your next step
Walk us through
your next inquiry.
Show us what happens when someone calls or submits a form. We'll map the path, identify where follow-through breaks down, and discuss whether Guardian Intake fits the firm.
Book a Law Firm Systems CallA 30-minute call with Seth. Opens the Guardian booking calendar.
Questions about your firm’s systems? Ask Guardian’s AI assistant. Please don’t share confidential client or case information.
Prefer another way? Book a call or email support.