PI Law snapshot mini-course

Six short visual lessons. Follow along in your own GoHighLevel account and you’ll be live by lesson 6.

Lesson 1 of 6

Install the Snapshot and Brand It for the Firm

Load the snapshot and make every message match the firm's voice and fee language.

Go to Agency view > Account Snapshots and load the OBMC PI Law snapshot into the firm's sub-account
Open Settings > Business Profile and set the firm name, address, phone, and time zone
Go to Settings > Custom Values and fill in business name, owner name, phone, and all links
Replace the Guarantee value with the exact fee language from the firm's agreement
Add the firm logo in Settings > Business Profile so forms and emails are branded

Settings → Custom Values

Lesson 2 of 6

Make sure every inquiry, from forms or calls, gets a response within moments.

Open Sites > Forms > Builder and edit the Free Case Review form with Case Type, Date of Incident, and prior-representation questions
Add consent and 'no attorney-client relationship' text above the submit button
Open Automation > Workflows > 01 New Lead and confirm the form trigger and intake notification
Open workflow 02 Missed Call and confirm calls forward to intake or your answering service
Submit a test inquiry after hours and confirm the text, email, and New Inquiry opportunity

Workflow 02 · Missed Call Text-Back

Lesson 3 of 6

Turn inquiries into case reviews that actually happen.

Go to Calendars > Calendar Settings and open Free Case Review
Assign intake staff or attorneys and set hours, including evenings if your firm offers them
Enable phone and video meeting options in the calendar's location settings
Open workflow 04 and confirm reminders list what to have on hand
Mark a test appointment as no-show and confirm workflow 05 offers a phone review

Calendars

Lesson 4 of 6

Track every inquiry to a decision and follow up on unsigned fee agreements.

Open Opportunities > Pipelines > Sales Pipeline and review stages from New Inquiry to Signed Client
Move a test opportunity to Fee Agreement Sent and confirm workflow 07 starts
Set workflow 18 to alert intake when an agreement is unsigned for 2+ days
Move a test deal to Signed Client and confirm workflows 08 and 21 both start
Move a declined inquiry to Not Signed and confirm workflow 09 nurture begins

Opportunities → Pipelines

Lesson 5 of 6

Keep clients informed, earn reviews at case resolution, and re-engage past inquiries.

Open workflow 19 and set the monthly case check-in for contacts in the Treatment & Investigation stage
Go to Reputation > Settings, connect Google Business Profile, and paste the review link into Custom Values
Open workflow 11 and route 1-3 star feedback to the managing attorney
Confirm workflow 12 contains no referral rewards or incentives
Tag past unsigned inquiries 'reactivation' in Contacts and enroll them in workflow 14 in small batches

Workflow 14 · Reactivation

Lesson 6 of 6

Shorten time to a complete file and keep improving intake numbers.

Open workflow 21 and add the firm's secure upload link and authorization e-sign link to the email
Set the workflow to stop when Documents Received equals 'All requested'
Build a Smart List in Contacts for signed clients with Documents Received = None yet or Some
Have the responsible attorney approve all copy, then publish all workflows
Review time to first contact, signing rate, and document completion weekly in Reporting and Opportunities

Automation → Workflows

One-time $397. Includes the snapshot, both PDFs, the walkthrough and the mini-course. Or get all 20 niches for $1,997.