Map the journey
Every lead should follow a predictable path: capture → triage → schedule → prepare → sign → onboard. Automation removes delays; people add judgement. Here's how to wire both.
Where automation shines
- Instant acknowledgement with expectations ("We'll call within 2 hours").
- Smart forms that branch by matter type; required documents list auto-generated.
- One-click meeting booking with buffers and reminders (SMS/email).
- Pre-meeting packs: FAQs, costs range, what to bring.
- Post-meeting nudges: decision reminders, e-signature links, payment links.
Where humans make the difference
- Sensitive screening (family, immigration, criminal).
- Complex conflict checks and scope decisions.
- Fee/strategy conversations and objections handling.
- Final readiness check before instruction.
A/B test the touchpoints
Change one thing at a time: subject lines, SMS timing, booking window, e-signature reminders. Track uplift in first-contact time, show-rate and conversion. Keep the winners; retire the rest.
InflowQ playbook
- Templates for top matters (family, immigration, PI); edit wording in minutes.
- Branded emails/SMS with variables (name, matter).
- Conditional logic to skip irrelevant questions and reduce drop-off.
- Document checklist and secure upload built in.
- Automations to trigger e-signature and initial payments.
Compliance & privacy
- Explicit consent checkbox with purpose text; store consent timestamps.
- Data retention schedules and right-to-erasure workflow.
- Access controls: least privilege for staff; full audit trail.
FAQs
- Will automation feel impersonal? Not if you personalise messages and keep human touches at key moments.
- What KPIs matter? First response time, show-rate, conversion to instruction, and time-to-instruction.
- How do I avoid spam? Authenticate your domain (SPF/DKIM/DMARC) and use double opt-in for newsletters.
Next steps
- See InflowQ features → https://inflowq.com/features
- Book a demo → https://inflowq.com/contact