The Last Intake Pipeline
You Will Ever Build.
You have paid consultants to set up your CRM, only to end up tracking leads on sticky notes. We integrate the PCM (Prospective Client Management), an operational overlay that turns intake chaos into a Signature Client Experience.
Schedule Your Discovery CallWatch The Engine Go To Work.
Lawmatics, engineered as your silent employee, automates the busywork inside the engine room so your team can focus on building human connections. Grab the cube to explore what the PCM system can do.
Prospective
Client Calls
Consultation Scheduled
- 📄 Intake Form Sent
- 📧 Reminders Sent
- ✍️ Forms Sent
- 💳 Invoice Sent
- 🛡️ Expectations Set
Automated Collection
Client Arrives Ready & Relaxed
Stop the “Rebuild” Cycle.
If your intake is leaking revenue, your current pipeline isn’t working. We elevate your intake into a master framework built from a decade of in-the-trenches law firm experience.
The Trauma of “Shelfware”
You probably already have Lawmatics. But if your team isn’t using it, or leads are still falling through the cracks, you have “Shelfware.” Generic setups fail because they are built to capture data, not to hand-hold a human being through an emotional legal journey.
The Ettinger Engine
We integrate the PCM overlay into your firm. It is a battle-tested framework that sets expectations, automates follow-ups, and gives your intake team the “breathing room” they need to actually build relationships instead of doing manual data entry.
Inside the PCM System.
It is not just a standard pipeline. It is an automated concierge for your future clients.
Leak-Proof Follow-Ups
When a prospect cancels a meeting or hesitates to book a consultation, they aren’t forgotten. The PCM triggers custom drip campaigns to keep them engaged until they are ready to say “Yes.”
The “No Surprises” Journey
A confused mind says no. The PCM automates expectation-setting for the entire client journey, ensuring your client never has to call and ask, “What happens next?”
Automated Referral Signals
The system tracks exactly how they heard about you. If it is a referral, the PCM triggers an automated “Thank You” sequence to the source, signaling your high-end professionalism and driving more business. See the attribution system in action. For the full marketing automation engine that powers these sequences, see Lawmatics Marketing Automation.
Customized to Your Law Type
An intake is an intake, but the details matter. We surgically customize Lawmatics PCM to map your intake forms to your script’s natural flow, integrating your specific engagement agreements and practice area nuances while ensuring all the critical information you need is captured the first time.
Law Firm Workflow Management
PCM doesn’t stop at intake. The workflow automation continues through every post-hire stage – task generation, staff handoffs, document deadlines, and case progression – all automated inside Lawmatics. See the full workflow management system
Complete Law Firm Management
PCM is the intake engine – but it is one of six systems a well-managed law firm needs. When Ettinger Tech builds the complete Lawmatics system, intake, workflow, conflict checking, marketing attribution, referral tracking, and reporting all connect and run together automatically. See how to manage a law firm with Lawmatics
New to Lawmatics?
PCM runs inside Lawmatics – so if you are still getting familiar with what Lawmatics actually is and what it can do, start there first. Read the complete Lawmatics guide
Is Your Current Intake Actually Working?
Before you rebuild anything, find out exactly where your intake is leaking. The free Law Firm Intake Pipeline Audit scores your current system across eight categories and tells you what to fix first – so the PCM build targets the right problems from day one. Take the free Intake Pipeline Audit
PCM for Estate Planning Firms
Estate planning has a longer, more relationship-driven intake journey than most practice areas. Ettinger Tech builds PCM specifically for estate planning – with workshop attendee sequences, long-term drip campaigns for prospects who take months to decide, CPA and financial advisor referral tracking, and post-hire pipelines for wills, trusts, and business succession matters. See the estate planning CRM build
Transparency Beats Starting Over.
Once the PCM is installed, you will never have to scrap your intake process again.
When a firm misses its financial goals, owners usually panic and reinvent the wheel. The PCM gives you a magnifying glass.
Instead of guessing, our Reporting shows you the exact granular breakdown. Are leads attending your workshop but not booking consults? The PCM reveals the leak so you can fix that specific step, without losing everything else you have built.
We Do The Heavy Lifting.
We work side-by-side with your team to implement Lawmatics Intake PCM so it handles your client journey exactly the way you’ve always wanted it to.
Process Mapping & Strategy
We meet to understand your current struggles and learn your process. We recommend streamlining strategies before we implement changes.
PCM Custom Build
We engineer the PCM overlay tailored perfectly to your law firm’s specific needs and build out the intake “wish list” you have always wanted.
Weekly Team Meeting Prep
We train your team to manage the framework and pull data for your stakeholder meetings, meaning no more hours of manual data prep.
Expert Q&A Support
We host ongoing sessions so your team can bring questions and learn how to push the PCM to its maximum potential.
Bring Clarity to Your Intake.
Stop fighting your CRM. Schedule a discovery call to see how the PCM Intake Framework brings total transparency to your firm.
Schedule Discovery Call