How to Automate Your Law Firm in 90 Days ~ Day 16: Client Lead Automation w/Google Sheets Part 1

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Welcome to Day 16 of the "How to Automate Your Law Firm in 90 Days" series! 🎯
In this episode, I am diving into a client lead workflow automation using Google Forms and Google Sheets. This is Part 1 of a two-part tutorial where I will guide you step-by-step on how to prepare your tools to capture and organize client leads efficiently. 🌟📋
Here’s what you’ll learn in this video:
📝 How to create a client intake form with Google Forms - Learn how to design a form that collects essential client information.
📊 Setting up Google Sheets to capture form responses - See how to link your form to a spreadsheet for real-time data collection.
⚡ Preparation for automating the client lead process - Understand how this setup lays the foundation for automating follow-ups and task assignments.
By the end of this video, you’ll have a clear and structured system in place to start capturing client leads, setting the stage for automation that saves time and enhances client service. 🚀
📌 Subscribe now and turn on notifications so you don’t miss Part 2, where I will connect more tools with Make.com to complete the automation!