For growing law firms, generating more leads is only part of the equation. The intake experience also needs to help the firm understand each opportunity, prepare for consultations, and identify which marketing channels are producing meaningful results.
McLellan Law Group, LLP, a civil litigation firm based in Saratoga, California, was actively expanding its marketing presence across seven practice areas. The firm was investing in content, digital advertising, and its broader online presence, but its intake process had not evolved alongside those efforts.
By implementing Lawbrokr, McLellan Law Group replaced its basic contact form with a guided intake experience, improved the quality of its consultations, and gained greater visibility into the sources driving qualified leads.
The Challenge: A Growing Marketing Strategy, but a Static Intake Process
As McLellan Law Group increased its marketing activity, more potential clients were discovering the firm online. However, those leads were still being directed through a basic contact form.
The form collected limited information and did not provide a systematic way to qualify potential matters across the firm’s seven practice areas.
The firm also lacked visibility into where its qualified leads were coming from. While marketing platforms could report on traffic and clicks, the team could not easily connect those activities to the inquiries that were most relevant to the firm.
“We were growing our marketing presence, building content, running ads, and developing our online presence, but our intake process had not kept pace,”
said Claire Melehani, Founding Partner at McLellan Law Group.
The limitations of the existing process affected both sides of the consultation.
Potential clients often arrived without having fully organized the facts of their situation, while the firm had limited context before the conversation began. Attorneys were left gathering foundational details during the consultation instead of beginning with a clear understanding of the potential matter.
The Solution: A Guided Intake Experience Built Around Case Type
McLellan Law Group implemented Lawbrokr to replace its static contact form with a more structured and guided intake flow.
Rather than asking every visitor the same general questions, Lawbrokr presents relevant questions based on the type of legal issue selected. This allows potential clients to provide more useful information before speaking with the firm and helps route inquiries appropriately.
The structured experience encourages potential clients to think through the timeline, circumstances, and important details surrounding their situation before the consultation.
At the same time, the McLellan Law Group team can review the submitted information in advance and enter the conversation with a stronger understanding of the potential case.
“The difference in call quality was immediate,”
Melehani said.
“Potential clients arrive at a consultation having already organized their thinking about their situation, and we arrive having already read what they submitted. That changes the dynamic entirely.”
The Impact: Better-Prepared Consultations and More Informed Marketing Decisions
With Lawbrokr in place, McLellan Law Group created a more organized intake experience for both potential clients and the firm.
Consultations could begin with greater context, allowing the legal team to spend less time collecting basic information and more time discussing the substance of the potential matter.
The platform also provided something especially valuable to a firm actively investing in growth: source attribution.
McLellan Law Group could better understand which marketing channels were generating qualified opportunities, rather than relying solely on top-level metrics such as impressions, website visits, or clicks.
“For a firm that is actively investing in its marketing and digital presence, knowing which channels are producing qualified leads, not just clicks, is essential,”
Melehani said. That visibility has helped the firm make more informed decisions about where to focus its marketing resources.
“Lawbrokr gave us that visibility, and it has directly informed how we allocate our marketing efforts.”
Turning Intake Into a Strategic Growth Function
For McLellan Law Group, intake is no longer treated as a basic administrative step at the end of the marketing funnel.
It has become a more strategic part of the firm’s growth process, connecting marketing activity, lead qualification, consultation preparation, and source attribution.
The firm also benefited from Lawbrokr’s implementation and ongoing support.
“The Lawbrokr team was responsive and supportive throughout, and the platform delivered on what it promised,”
Melehani said. When asked whether she would recommend Lawbrokr, her response was clear:
“Without hesitation, to any litigation boutique that is serious about growth and wants to stop treating intake as an afterthought.”
About McLellan Law Group, LLP
McLellan Law Group, LLP is a civil litigation firm based in Saratoga, California. The firm represents clients across seven practice areas and is focused on delivering thoughtful, strategic legal counsel while continuing to expand its digital and marketing presence.
About Lawbrokr
Lawbrokr helps law firms replace static contact forms with guided digital intake experiences designed to improve lead qualification, increase conversion visibility, and connect marketing activity to qualified opportunities.
Through customizable intake flows, source attribution, and integrations with the tools law firms already use, Lawbrokr helps firms create a more informed and effective path from website visitor to consultation.
