Automating Client Intake Without ...
Automating Client Intake Without Code
AI
Antek Automation Quick Tips by Andy Norman
S1
Jun 20, 2026
02:54
Episode notes

You don't need custom software. You need a workflow that catches the caller and books them in.

Andy Norman from Antek Automation shares practical tips sourced from the blog post: Why Law Firms Don't Need to Code to Automate Client Intake.

  • Forget developer tools; they are not built for you.
  • Map the three steps: answer, qualify, book.
  • Automate the booking while the caller is still interested.
Keywords
law firm
client intake
no code
automation