Every unanswered call is a client your competitor just won. BTM Intake responds, qualifies, and books every missed lead in under 60 seconds — without adding a single person to your payroll.
No contracts · Live in 48 hours · Built for law firms only
The entire intake process runs on autopilot. You focus on cases — we handle everything before the consultation.
A missed call, web form, or after-hours inquiry triggers BTM Intake the instant it happens.
A personalized text goes out in under 60 seconds — before they've even considered calling the next firm.
Our system gathers case details and warms up the prospect through natural conversation — no staff required.
The lead self-schedules directly onto your attorney's calendar. You show up to a confirmed appointment.
Most intake tools are generic CRMs with an SMS add-on. BTM Intake was designed from day one around how law firms lose clients and how to stop it.
The first firm to respond wins the client — always. Our sub-60-second response time is engineered around that single truth.
Our AI understands practice areas, case types, and intake nuance. It asks the right questions — not generic ones.
Know exactly where every lead stands — contacted, qualified, booked, or lost — and why. Clarity your front desk never gave you.
Connects with Clio, MyCase, Lawmatics, and your existing calendar. No ripping anything out — we slot in alongside your workflow.
Every step of the lead journey — from first contact to booked consultation — handled without your team lifting a finger.
| Task | What happens | Method |
|---|---|---|
Missed call detection |
BTM identifies every unanswered call in real time, 24/7 including weekends and holidays |
Automated |
Instant SMS outreach |
Personalized text sent within 60 seconds with your firm's name and a warm, professional tone |
Automated |
Lead qualification |
AI-driven conversation gathers case type, urgency, and contact details without sounding robotic |
AI-powered |
Multi-day follow-up |
If a lead goes quiet, a sequenced follow-up keeps them engaged over 3–7 days before marking as lost |
Automated |
Consultation booking |
Lead self-schedules on your attorney's live calendar — confirmed and reminded automatically |
Automated |
CRM sync |
Lead data, case notes, and booking status pushed to Clio, MyCase, or Lawmatics in real time |
Live sync |
Pipeline reporting |
Weekly digest of leads captured, response times, bookings, and estimated recovered revenue |
Weekly |
Early results from firms that ran a BTM Intake pilot. No contracts — just outcomes.
We were missing calls after hours and had no real follow-up system. BTM Intake stepped in and within the first week we had three consultations booked that we would have otherwise lost. Simple to set up, and it just runs.
I used to rely on voicemail and hope people called back. Most didn't. BTM Intake follows up automatically and has already helped us book a couple of consultations we would have missed. It's a straightforward tool that does what it says.
Book a free 20-minute lead audit. We'll pull together an honest picture of the leads slipping through your firm right now — no pitch, no pressure, no obligation.
Typically responds within one business day