From 10 to 70 booked clients a month.
Make the next step easier.
Inquiries were arriving. Booking a consultation still depended on someone finding time. Here’s what changed when the firm connected intake, quotes, and contracts.
Interest wasn’t the problem.
The steps after it were.
Replies, scheduling, quotes, and contracts all depended on staff availability. Each handoff created another opportunity for an inquiry to stall.
Three pieces. One connected process.
Capture the information once. Use it to move the next step forward.
Website + CRM
Site inquiries feed into the CRM. Prospects can book directly.
What was connected?
A chatbot and contact form fed into the CRM. A booking button carried a quote-capture form, connecting inquiry details with the consultation.
Automated quotes
Intake data fills the quote. The system follows up.
How did quotes work?
Templates autofilled from intake data, supported variable pricing, sent from the CRM, and triggered their own follow-up sequence.
Automated contracts
Contracts autofill, collect signatures, and route the next documents.
What happened on signature?
The firm received a notification when a contract was signed. The next set of documents was routed automatically.
More bookings.
Fewer manual handoffs.
The firm reported about 70 bookings a month consistently after the installation.
Prospects booked directly, removing the scheduling exchange.
These are client results reported by Informed Tech Solutions, not an independently audited study. The figures do not isolate automation from other influences on bookings or establish revenue or profit.
A smaller first phase.
More work after it was running.
Website and CRM integration, quote templates, and contract templates.
Total engagement value after additional automation and pipeline and data cleanup.
The roughly $30,000 total includes expanded work beyond the initial phase. These are this engagement’s costs, not a quote for another firm.
Map the process first.
The build began by documenting what happened between an inquiry arriving and a client signing, including the steps that lived in one person’s head.
That map gave the team a shared process to build and test.
Before anything was automated.
The approach can transfer.
The number is not a promise.
Inquiries arrive. Then things stall.
Look at scheduling delays, inconsistent follow-up, repeated data entry, and the handoff to a signed engagement.
Few inquiries arrive at all.
Intake improvements can support a better experience. Generating demand requires separate attention to marketing.
Common questions
What results did the immigration firm see from intake automation?
The firm reported going from about 10 new clients booked per month to about 70 consistently. Pre-consultation email back-and-forth dropped to zero because prospects booked directly. Booking no longer depended on staff finding time to arrange the call.
What was built in the immigration firm intake install?
The first phase included website and CRM integration, automated quote templates, and automated contract templates. Forms captured intake data, quotes autofilled and triggered follow-up, and contracts collected e-signatures and routed the next documents.
What did the first phase cost?
The first signed phase cost just under $4,000 across three line items. Three months later, the firm returned for more automation and pipeline and data cleanup. The expanded engagement reached roughly $30,000 in total, including the first phase.
Why was process mapping part of the installation?
Mapping documented the steps between an inquiry arriving and a client signing, including ownership, handoffs, and information that previously lived in someone’s head. That documented process guided the build.
Will another firm see the same results?
No specific increase is promised. Results depend on inquiry volume, existing follow-up gaps, the process, and other factors. This is one firm’s reported experience; it does not isolate the effect of automation from every other influence.
Where does your intake get stuck?
Tell us what happens between the first inquiry and the signed client.
