Meridian Legal Partners

CRM & Automation Implementation — Case Study
📁 Case Study: MLP-2024-003 ⚖️ Industry: Legal Services
Case Overview
Meridian Legal Partners was managing client intake through email and spreadsheets — leading to missed follow-ups, untracked consultation outcomes, and manual billing delays. A full CRM build replaced their manual intake with automated lead capture, conflict checking, retainer management, and case milestone tracking. Result: intake time reduced by 60%, zero missed follow-up calls, and billing delays eliminated.
📥 Client Inquiry
🤝 Intake / Consultation
⚖️ Case Management
💰 Billing / Relations
📝 Potential Client Inquiry
Website form / referral / call
⚡ Auto Acknowledgement
Email + SMS sent instantly
CRM Auto
📋 Intake Record Created
Case type, urgency, source
CRM Auto
⭐ Referral Request Sent
On case closure
CRM Sequence
🔍 Conflict Check Run
Against existing client list
Conflict
Found?
Clear ↓Flag →
📅 Consultation Scheduled
CRM calendar booking
🗣 Consultation Conducted
Attorney meets client
Proceed
with Case?
Yes ↓No →
📄 Retainer Agreement Sent
E-sign via CRM
✅ Retainer Signed
🗂 Case File Created
In CRM + Airtable
⚖️ Case Work in Progress
Milestones tracked in Airtable
📩 Client Update Sent
Every milestone hit
Auto
Case
Resolved?
Yes ↓Ongoing ↗
✅ Status → Closed
Auto-updated in CRM
Auto
💳 Retainer Fee Collected
Upfront payment
🧾 Receipt + Engagement Letter
Auto-sent via CRM
CRM Auto
💰 Final Invoice Issued
On case closure
✅ Payment Received
Case fully closed
Client Inquiry
Intake / Consultation
Case Management
Billing / Relations
Automated step
Decision point