⚖️
Law Firms & Legal

Every inquiry intake. Every consultation booked.

BittaFlow gives law firms a professional, GDPR-aware platform to capture new client inquiries, run intake forms, book consultations, and follow up — without a full-time receptionist.

24/7
Missed calls trigger an instant intake-link reply
Digital
Intake forms — no PDFs, no re-keying
8
Ready-made automation playbooks
The problems

What we solve for law firms & legal

New client inquiries call outside business hours and go to voicemail

Intake forms are emailed as PDFs and returned incomplete or not at all

No structured follow-up process for consultation bookings

Fee collection and invoice chasing handled manually

What's included

Features built for law firms & legal

📝

Digital Client Intake

Custom intake forms specific to matter type — sent by link the moment an inquiry comes in.

📅

Consultation Booking

Online booking for initial consultations, synced to the right attorney's calendar.

💬

Secure SMS Follow-up

Follow-up sequences for intake completion, consultation reminders, and document requests.

After-hours Capture

Missed call auto-reply with intake link. Inquiries captured outside business hours go straight into the pipeline.

💳

Retainer & Invoice

Send a Stripe retainer or invoice by SMS or email. Track outstanding balances in the CRM.

🔒

Audit & Compliance

Full audit trail of every message and action. Role-based access — staff see only their clients.

The workflow

How it works end-to-end

01
Step 01
Prospect calls or messages
Inbound call, SMS, or web form. All land in the inbox. Missed calls get an auto-reply with the intake form link.
02
Step 02
Intake form completed
Matter type, urgency, and contact details captured digitally. No PDFs, no re-keying.
03
Step 03
Consultation booked
Prospect books a slot with the right attorney. Confirmation and reminder sent automatically.
04
Step 04
Retainer sent and signed
Stripe invoice or retainer request sent by SMS or email.
05
Step 05
Matter moved to pipeline
Contact moved to the CRM pipeline. All intake notes, messages, and documents attached to the record.

After-hours inquiries don't go to voicemail and die there.

A missed call gets an instant text with the intake link, so the matter is already captured before anyone calls back.

More industry solutions

Ready to see it in action?

We'll show you BittaFlow handling a real law firms & legal workflow — live, in under 10 minutes.

Book a demo →