Sign More Injury Cases by Reaching Every Inquiry First
A complete GoHighLevel intake system for personal injury firms: instant inquiry response, free case review booking, fee agreement follow-up, and document collection that keeps cases moving.
Where pi law businesses lose money
A personal injury firm with one to twenty attorneys handling auto accidents, truck crashes, slip-and-falls, and similar cases on contingency. Intake is staffed by paralegals or an answering service, and the firm loses signable cases to slow callbacks, unsigned fee agreements, and slow document collection after sign-up.
- Injured people call several firms, and the first one to call back often signs the case
- After-hours and weekend inquiries sit until Monday while your ad spend keeps running
- Fee agreements get sent and never signed because nobody follows up consistently
- New clients are slow to send photos, report numbers, and authorizations, so files stall
- Clients feel ignored between updates, which leads to frustration and poor reviews
What this snapshot fixes, automatically
Every new inquiry gets a respectful text and email within moments, 24/7
Free case reviews are booked and confirmed automatically, with reminders that reduce no-shows
Unsigned fee agreements get gentle, compliant follow-up until the person decides
New clients receive a clear document checklist and reminders until their file is complete
Clients hear from your firm on a regular schedule, and happy clients are asked for reviews
Everything you need to launch pi law clients
- 21 PI-specific workflows with compliant SMS and email copy
- Intake pipeline from New Inquiry to Signed Client
- Case journey pipeline from Case Opened to Case Resolved
- Reactivation pipeline for past inquiries that never signed
- Free case review form with case type, incident date, and prior-representation questions
- Free Case Review calendar with confirmations and reminders
- Fee agreement follow-up sequence with plain-English FAQs
- New client document and records collection campaign
- Monthly case check-in workflow to keep clients informed
- Missed-call text-back for after-hours inquiries
- Review request and private service-recovery workflow
- Referral workflow written to respect bar rules on referral payments
- 'Not legal advice' and attorney advertising language built into prospect emails
- Setup guide, 6-lesson course, intake KPIs, and agency sales scripts
The complete pi law follow-up engine
Every workflow is built, written for the niche and wired to the pipelines. Your client fills in their business details once, and the copy updates everywhere.
New Lead → Speed-to-Lead + 7-Day Follow-Up
Texts and emails every new inquiry immediately and follows up for a week until they book a free case review.
Missed Call → Instant Text-Back
Texts missed callers right away, day or night, so injured people don't move on to the next firm.
Customer Replied → Hot Lead Alert
Alerts intake the moment a prospect replies so someone calls back while they're still deciding.
Appointment Booked → Confirm + Reminders
Confirms each free case review and tells the prospect what to have on hand.
No-Show → Reschedule Recovery
Gently reschedules missed case reviews and offers a phone review instead.
Appointment Completed → Proposal Prep
Thanks the prospect after the case review and creates a task for the attorney's decision on the case.
Proposal Sent → Follow-Up Sequence
Follows up on unsigned fee agreements with clear answers about fees and costs, with no pressure.
Deal Won → Welcome + Customer Journey
Welcomes newly signed clients, explains next steps, and opens the case journey.
Deal Lost → 30/60/90-Day Nurture
Stays in touch with people who didn't sign, with helpful information and deadline awareness.
Job Completed → Feedback Request
Asks clients for honest feedback once their case is resolved.
Feedback Submitted → Review Ask or Service Recovery
Sends happy clients to your Google review page and routes concerns privately to the managing attorney.
Happy Customer → Referral Request
Reminds former clients that friends and family can reach you for a free case review, without offering referral payments.
Referral Received → Thank You + Team Alert
Thanks the former client and alerts intake to contact the referred person promptly.
Database Reactivation Campaign
Re-engages past inquiries who never signed with a free second-look case review.
Invoice Sent → Payment Reminders
Sends polite reminders for hourly or flat-fee matters; leave it off for contingency-only practices.
Payment Received → Thank You
Confirms payment for non-contingency matters and thanks the client.
Birthday → Gift Offer
Sends former clients a simple birthday note that keeps the firm top of mind.
Stale Deal Alert
Flags inquiries and unsigned agreements that haven't moved so intake can follow up before the person signs elsewhere.
Service Due → Rebook Reminder
Runs a regular case-status check-in so clients stay informed and the file stays current.
Seasonal Promo Campaign
Sends a holiday travel safety checklist that keeps your number saved in past clients' phones.
New Client Document & Records Collection
Requests authorizations, photos, report numbers, and provider lists from new clients and reminds until the file is complete.
Know exactly where every deal stands
Sales Pipeline
Customer Journey
Reactivation
Training that makes it easy to sell and install
Setup guide
A 12-step install checklist with exact GoHighLevel menu paths.
Open guide → 🧭Walkthrough
Every workflow, trigger, message and pipeline stage explained.
See walkthrough → 🎓Mini-course
6 short visual lessons, from install to launch.
Start lesson 1 → 💼Agency sales kit (PDF)
Pitch script, cold outreach, pricing and KPIs to sell this niche.
Download →Built for agencies serving pi law
- Personal injury firms that spend on ads and lose cases to slow callbacks
- Intake managers who need a consistent follow-up system across staff and shifts
- Solo and small PI practices without a 24/7 intake team
- Legal marketing agencies that want to prove ROI beyond lead volume
PI firms already spend heavily on leads, so sell this as protecting that spend: faster response, more case reviews booked, and more signed agreements from the same budget. Retain the account by reporting signed cases, time-to-first-contact, and document completion, and by managing reactivation sends to past inquiries.
Suggested resale: setup $1,000-$3,000 + $497-$1,497/mo
Questions agencies ask
Do I need a GHL account?
Yes. The snapshot installs into a GoHighLevel sub-account. Agencies load it into a client sub-account; firms need their own GHL plan or an agency that provides one.
What's not included?
Leads, ad spend, case management software (such as Clio, Filevine, or Litify) integration, e-signature tools, phone and A2P fees, and a bar compliance review. Have the firm review all copy against its state's advertising rules before going live.
Phone number/A2P?
You need a GHL (LC Phone) or Twilio number and an approved A2P 10DLC registration before texting. Describe the use case as responding to inquiries and client case updates, and only text people who contacted the firm or gave consent.
Is the copy compliant with attorney advertising rules?
It's written to avoid outcome promises, past-result claims, 'specialist' language, and referral payments, and it includes 'not legal advice' language. Rules vary by state, so the firm remains responsible for final review and any required disclaimers.
Does it ask clients for medical information by text?
No. Messages specifically ask people not to text or email medical details. Health information should be collected by phone or through the firm's secure portal.
Can it work with our case management software?
GHL handles intake and marketing follow-up. Signed clients can be pushed to your case management system using Zapier, webhooks, or CSV export, depending on what your software supports.
We're contingency only. Do we need the invoice workflows?
No. Leave workflows 15 and 16 unpublished, or use them for hourly, flat-fee, or cost-reimbursement matters.
Launch your next pi law client this week
One-time $397. Includes the snapshot, both PDFs, the walkthrough and the mini-course. Or get all 20 niches for $1,997.