Forward Legal

Helping Law Firms Operate Like the Nation's Best.

A dedicated operating team for law firms — from case intake and marketing to recruiting, technology, and growth strategy. One team, accountable for the business behind the practice.

120+

Firms served

$140M+

Attributable revenue

9 yrs

Avg. partnership

Attorney at desk

3.2x

Increase in qualified intakes

48%

Lower cost per signed case

< 90s

Average intake response

94%

Client retention

Services

Everything a modern law firm needs, under one roof.

Nine integrated capabilities delivered by one accountable team — replacing the fragmented mix of vendors most firms operate today.

Marketing

Paid, SEO, brand, and content built for firms that measure cost-per-signed-case, not clicks.

Legal Intake

24/7 trained intake specialists that qualify, book, and hand off to your attorneys.

CRM & Case Management

Configured Litify, Filevine, or Clio — with the workflows and dashboards to run on.

AI Intake & Triage

Voice and chat agents that qualify leads in under 60 seconds, any hour.

Attorney & Staff Recruiting

Executive search and high-volume hiring for associates, paralegals, and intake.

Operations & SOPs

Standard operating procedures, quality assurance, and weekly operating cadence.

Live Call Center

US-based bilingual overflow and after-hours coverage that never drops a case.

Reporting & Analytics

One dashboard from ad spend to signed retainer, with weekly executive reviews.

Growth Strategy

Quarterly planning with an operating partner accountable to your P&L.

Command Center

Every lead, every case, one operating view.

Forward Legal unifies marketing, intake, and case data into a single command center. Partners see the same numbers we do — every week, in every review.

  • Live intake queue with AI qualification
  • Attribution from ad spend to signed retainer
  • SLA monitoring on every inbound lead
  • Weekly executive readout, delivered by your partner

Forward Legal — Intake Console

New leads

184

+22%

Qualified

112

+18%

Signed today

27

+31%

Live intake queue

SLA · 90s
  • MVA · Rear-end · Houston, TX
    AI qualified
    0:42
  • Slip & Fall · Retail · Miami, FL
    In queue
    0:18
  • Employment · Wrongful term.
    Live agent
    1:24
  • Medical Malpractice · NY
    Attorney review

Signed cases · 30d

Source mix

Paid Search46%
Referral28%
Organic18%
Direct8%

Practice areas

Built for high-volume and high-stakes practices.

Personal Injury

Mass Tort

Employment

Family Law

Medical Malpractice

Immigration

Workflow

From first click to signed retainer.

A single, measured path from marketing spend to signed case — with SLAs at every step.

  1. 01

    Attract

    Paid + SEO

  2. 02

    Capture

    AI intake 24/7

  3. 03

    Qualify

    Live call center

  4. 04

    Sign

    E-sign + CRM

  5. 05

    Report

    Weekly KPIs

Why Forward Legal

One partner. Not seven vendors.

Traditional

Vendor stack

Forward Legal

Operating partner

Accountability
Split across 5–7 vendors
One partner owns the P&L
Marketing → Intake handoff
Manual, leaky, delayed
Same team, single SLA
Reporting
Reconciled monthly by staff
Live, unified dashboard
Recruiting
Separate agency, per-role fee
Included operating capability
Technology
Bring your own
Litify / Filevine / Clio, configured
Executive cadence
Ad hoc
Weekly operating review

Case study

A regional PI firm doubled signed cases in 18 months.

Forward Legal consolidated five vendors, rebuilt intake on Litify, launched a 24/7 AI + human intake stack, and ran weekly operating reviews with the managing partner.

2.1x

Signed cases

-41%

Cost per case

62%

AI-qualified

Request the full brief

Intake response

4h 12m58s

Average time to first meaningful contact.

Marketing → Signed

9.4%18.7%

Conversion from qualified lead to signed retainer.

Attorney utilization

61%83%

Attorney hours on billable work.

Vendor count

71

Consolidated to a single operating partner.

Technology

We run the systems the best firms already use.

Configured, integrated, and operated by our team — not left on your plate.

Litify

Case management on Salesforce

Filevine

Modern case + doc automation

Clio

Practice management for growing firms

Forward AI

Proprietary intake + triage

“Forward Legal runs the business so our attorneys can practice law. In eighteen months we've doubled signed cases with fewer vendors on our roster.”
Marcus Hollis

Marcus Hollis

Founding Partner, Hollis Legal

The weekly operating review changed how we run the firm. We finally see the whole funnel in one place.
Priya Shah

Priya Shah

Managing Partner, Shah & Associates

They didn't sell us a service — they took ownership of the outcome. That's the difference.
Elena Márquez

Elena Márquez

CEO, Márquez Injury Group

FAQ

Questions we hear from managing partners.

Straight answers on scope, engagement, and how we work with your existing team.

Do you replace our marketing agency and intake vendor?

In most engagements, yes. Forward Legal consolidates marketing, intake, technology, and reporting under one accountable team. If you have a specialist you love, we operate alongside them.

What size firm is this built for?

We typically partner with firms doing $5M–$150M in annual revenue, or emerging firms with a clear plan to get there.

How is this priced?

Engagements are structured as a monthly operating retainer plus performance components tied to outcomes we own — never per-click or per-lead.

How quickly do you launch?

Discovery in week one. Intake, CRM, and reporting live within 30 days. Full operating cadence by day 60.

Do you handle attorney recruiting?

Yes — associate, partner, and paralegal search, plus high-volume hiring for intake and operations roles.

Schedule a strategy session

Let's build the operating model your firm deserves.

A 45-minute working session with a Forward Legal operating partner. You'll leave with a diagnostic of your funnel and three concrete moves for the next 90 days.