Do WhatsApp messages and calls attach to the matter enquiry?

Yes. A business WhatsApp number connects to the CRM so client enquiries sit on the matter record rather than on a fee earner's personal phone, and the built-in dialer places and logs calls from the same screen. For a practice the continuity is the main benefit: when an associate leaves, the enquiry history stays with the firm. Our guidance is to keep substantive advice in your matter management system and use the CRM for intake and business development.

How is enquirer data handled, and can we raise GST invoices?

Records sit behind role permissions, so a fee earner sees the enquiries they own while a partner sees the practice, and every change is attributable through the audit trail. Keep only what intake requires in the CRM rather than importing matter files. Invoices can be raised from the record once an engagement is agreed, and practices billing in India can raise GST-compliant invoices without re-entering client details into another system.

How does the scoring work?

It reads what the enquirer told you and what they did. Told: matter type, jurisdiction, who is paying, any deadline, whether another firm is instructed. Did: sent documents, booked a consultation, paid for it, attended it, replied within a day. Signals carry editable weights, deadlines lift matters as they approach, and silence decays. Every score opens to show its reasons, which matters in a practice where any prioritisation will reasonably be questioned.

What does it cost for a small practice, and is there a free plan?

A free plan is available so a small practice can run intake, track consultations and manage follow-up without paying anything. AI lead scoring is available on paid plans, from $10 per user per month billed annually. Most practices get more from the first quarter by tightening intake fields and recording why enquiries did not convert, then enabling scoring once there is a body of instructed and declined matters for it to read.

Which AI features are included?

Paid plans add call summaries written back to the enquiry record, suggested next steps after a conversation, and drafted follow-up messages that a fee earner reviews before sending. Nothing is sent without a person approving it, and none of it constitutes advice. The practical value in a practice is intake quality: a readable summary of what an enquirer described means the fee earner taking the consultation is not starting from a blank page.

Does the score assess the merits of a case?

No, and it must not be used that way. It orders your business development and intake follow-up. It makes no assessment of legal merit, no prediction of outcome, and no judgement about any person or dispute. Merit, conflicts and the decision to accept instructions belong entirely with your fee earners and your firm's acceptance policy. It is worth writing that boundary into your intake procedure before the feature is switched on.

What will it get wrong?

It will underrate a small enquiry from the sibling of a client the firm has acted for over a decade, because the record does not connect them. It will overrate a detailed enquiry from someone shopping five firms for a free opinion. It cannot see the conversation at a professional event that made an introduction real. It is a prioritisation aid a partner overrides freely, and the log of those overrides is worth reading each month.

AI Lead Scoring for Legal

AI Lead Scoring for Legal: Answer the Enquiry With a Deadline First

Scoring built for legal intake: matter type and jurisdiction, deadline proximity, conflict check status, who is paying, documents shared, and whether the consultation was attended.

Last updated: 8 Sept 2026

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Customer workflow illustration for features ai lead scoring for legal

Quick answer

Is HelloGrowthCRM right for AI Lead Scoring for Legal?

Yes. HelloGrowthCRM gives AI Lead Scoring for Legal a single system to capture every lead, automate follow-up across phone, WhatsApp, and email, prioritise leads with AI scoring, and forecast revenue — with calling and messaging built in instead of sold as add-ons. It's built for the problems these teams actually hit — like enquiries arrive by phone, email and WhatsApp to whichever fee earner is reachable, and urgent matters are answered no faster than routine ones — rather than generic sales busywork.

Matter type captured at intake, so a commercial contract review, a property dispute and a family matter are routed to the right fee earner instead of queuing in one undifferentiated inbox
Deadline proximity as a live weight, covering hearing dates, limitation periods, notice response windows and filing cut-offs, which in legal work is the single most time-critical field on the record
Conflict check status tracked as a gate rather than a score, so no enquiry advances to substantive discussion before the check is complete and recorded against the matter

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From Enquiry to Customer in One CRMEvery lead captured, followed up and tracked — so nothing goes cold.The path a lead takes inside HelloGrowthCRM, from first enquiry to a repeat customer.

How practices decide which enquiry to answer first today

By who reaches a fee earner directly. An enquirer who happens to catch a partner on the phone gets an hour; one who fills in a website form gets a reply when somebody opens the shared inbox. Nothing about that order reflects urgency, fit or the likelihood of instruction, and in a practice where every hour is chargeable, the cost of the wrong order is unusually visible.

The signals that actually predict an instruction

A deadline

Legal enquiries are shaped by dates more than almost anything else: a hearing, a limitation period, a notice to answer, a filing window. An enquiry with a date attached will be instructed somewhere, and speed of response genuinely decides where.

Documents, consultation attended, and the payer

An enquirer who sends papers has committed effort. One who books, pays for and attends a consultation has committed more. And knowing whether an individual, a company or an insurer is paying tells you how the fee conversation will go before it starts.

Referrals, and the checks that come first

An introduction from an existing client or another professional outperforms every other source. Before any of this matters, though, the conflict check has to be complete: it belongs in the workflow as a gate, not as a weight in a score.

How the score uses them

Enquiry attributes set the opening position. Milestones such as documents received and consultation attended step it up. Deadlines lift matters as they approach. Silence decays them. Conflict status sits outside the number entirely, as a hard stop rather than a factor.

A legal intake example

Signal on the enquiry	Why it predicts here	Effect on score
Paid consultation attended	Money and time committed	Strong lift
Deadline within thirty days	Must instruct someone soon	Strong lift
Referred by an existing client	Trust arrives pre-built	Strong lift
Documents or notice shared	Seeking representation	Moderate lift
Company or insurer paying	Budget process already exists	Moderate lift
Fee structure discussed	Past the price question	Moderate lift
Outside your jurisdiction or practice areas	Cannot be served	Drop
No reply for a month	Instructed elsewhere	Decay

What to set up first

Build intake as a workflow with conflict check as a required step. Capture matter type, jurisdiction, payer and any deadline at first contact. Track consultations as booked, paid and attended separately. Record the referral chain properly rather than tagging everything as word of mouth, and agree what stays out of the CRM entirely before anyone begins typing.

Honest limits

Scoring orders intake follow-up. It does not assess merit, predict outcomes, or decide whether the firm should accept instructions, and it should never be described inside the practice as though it did. It needs history before it is useful, which in a small practice takes a couple of quarters. It sees only what is recorded. Partners override it whenever their judgement says otherwise, which will be often, and that is the intended behaviour.

Where to go next

Challenges we solve

Common CRM problems in this industry — and how HelloGrowthCRM solves each one

Every team in this space loses revenue to the same recurring gaps. Each card below states one problem and the specific HelloGrowthCRM capability that closes it.

Problem: Enquiries arrive by phone, email and WhatsApp to whichever fee earner is reachable, and urgent matters are answered no faster than routine ones.

How HelloGrowthCRM solves it: All enquiries land in one intake list with matter type, deadline and owner attached, so a matter with a hearing in three weeks is answered before a general contract question.

HelloGrowthCRM capability: Single intake list

Problem: Conflict checks are done informally and sometimes late, which is uncomfortable to discover halfway through a substantive conversation.

How HelloGrowthCRM solves it: Conflict check is a recorded step on the intake workflow with a status and an owner, and enquiries cannot progress through the pipeline until it is completed and logged.

HelloGrowthCRM capability: Conflict check workflow

Problem: Consultations are booked and half of them are never attended, and nobody follows up to find out why.

How HelloGrowthCRM solves it: Booked, paid and attended are separate states. A booked consultation that was not attended drops the score and raises a follow-up task rather than silently disappearing.

HelloGrowthCRM capability: Consultation tracking

Problem: Referrals from existing clients are treated like any other web enquiry and replied to two days later.

How HelloGrowthCRM solves it: The referral chain is recorded and weighted, because in legal practice an introduction from a client or another professional is a far better predictor than any form field.

HelloGrowthCRM capability: Referral weighting

What you get

Why teams choose HelloGrowthCRM

AI-powered CRM with the features you need to close more deals.

Matter type captured at intake, so a commercial contract review, a property dispute and a family matter are routed to the right fee earner instead of queuing in one undifferentiated inbox

Deadline proximity as a live weight, covering hearing dates, limitation periods, notice response windows and filing cut-offs, which in legal work is the single most time-critical field on the record

Conflict check status tracked as a gate rather than a score, so no enquiry advances to substantive discussion before the check is complete and recorded against the matter

Jurisdiction and forum noted, since a matter in a court or tribunal where the practice does not appear is not a lead at all whatever its value looks like on paper

Who is paying identified, whether an individual, a company or an insurer, because the payer determines the fee conversation, the approval path and the realistic timeline to engagement

Fee structure discussion flagged, covering retainer, hourly or fixed fee, so an enquirer who has engaged with your rates is separated from one who has not yet asked what anything costs

Consultation lifecycle tracked as offered, booked, paid and attended, because an attended consultation is the clearest indicator of a matter that will be instructed

Documents shared as a milestone, since an enquirer who sends a contract, a notice or a set of papers has committed effort and is seeking representation rather than an opinion over the phone

Referral source preserved on the record, including introductions from existing clients, other practices and professional networks, usually the strongest predictor a practice has

Existing representation noted, so a matter where another firm is already instructed is handled with the care that requires rather than pursued as an ordinary new enquiry

Score decay for quiet enquiries, so an engagement letter sent seven weeks ago stops sitting above an enquiry with a hearing next month

Manual override with a logged reason, so a partner who recognises a long-standing client relationship can promote a small matter the record has no way of valuing

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HelloGrowthCRM by the numbers

$12: per user/month list price — $10/user/mo on annual billing, ₹899/user/mo in India
$0: free forever starter plan — no credit card required
14-day: trial included on paid plans
259+: live integrations, from WhatsApp to Tally and QuickBooks
500+: teams worldwide run their pipeline on HelloGrowthCRM