⚖️
Law Firms & Legal

Every inquiry intake. Every consultation booked.

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

100%
After-hours inquiries captured
Faster intake completion
0
Missed consultation bookings
The problems

What we solve for law firms & legal

New client inquiries call outside business hours and go to voicemail — most never call back

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. Paid before the consultation happens.
05
Step 05
Matter moved to pipeline
Contact moved to the CRM pipeline. All intake notes, messages, and documents attached to the record.
We used to miss 30% of new client calls outside office hours. BittaFlow auto-replies with the intake form immediately. Our conversion from inquiry to consultation is up significantly.
LA
Layla H.
Managing Partner · Horizon Legal

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