Sign More Clients, Reduce Intake Costs In 2026

Your law firm is taking stock of 2025 accomplishments and preparing for a prosperous 2026. It is the perfect time to reflect on your marketing and intake processes, too. Are they driving the qualified leads and new engagements you need without draining resources needed elsewhere?  

For many small and midsize law firms, marketing and intake can become an overwhelming task for already-overcommitted teams. Tabs3 Websites along with Tabs3 CRM and PracticeMaster in Tabs3 Cloud can reduce that burden. Working together, they can help you land more well-qualified clients and reduce the costs of onboarding them. 

👉 Is your current website underperforming? Check out the The Ultimate Website Audit Checklist.

Start here: Take stock of your current approach 

Talk with your team about what is going well and identify opportunities for improvement. Here are three prompts to get the conversation started. 

1. All digital roads lead to your website. Is it persuading qualified leads to contact you?

Paid ads, search engines, AI search, social media, billboards, word-of-mouth… no matter how you get leads, your website is the front door of your law firm. It should showcase your expertise, convince qualified leads that your firm is the right choice, and make it easy to contact you. When it does, your website becomes a multiplier on your other marketing investments. If it does not, however, your website can actually negate other marketing efforts.  

2. How do you move and track each lead through your intake workflow?

If you are not able to qualify leads and complete intake quickly, potential clients will keep shopping and may engage with another firm. Most firms need a visual intake workflow tracker that is accessible to all relevant staff. Automations can speed up the process, too. 

3. Once the engagement letter is signed, how long does it take to transfer the client to your practice management system?

Opening a new file can become a practice bottleneck because it takes time to move the new client’s data from your intake systems to your matter management systems. Are you wasting time doing double data entry? Are you losing data you previously collected? 

Tabs3 Websites builds high-performing websites 

Effective websites can be a challenge to create and maintain. You need to keep pace with technological updates, messaging shifts, practice area changes, and staffing adjustments. It is also important to add fresh content to your website regularly. That ongoing workload can be a serious capacity drain for small or midsize firms.  

Tabs3 Websites can take those tasks off your plate. This affordable package includes:  

• Sleek, modern design that looks great on mobile or desktop. 

• 10 pages of content about your law firm, plus up to 3 FAQ pages for key practice areas. All pages are updated quarterly to keep your content fresh. 

• SEO that keeps up with changing search practices. 

• Secure hosting: bank-grade SSL security, spam protection, firewalls, and backups. 

This product also gives you access to important client management tools. 

• Convenient online bill payment that can boost customer satisfaction and reduce the resources you spend collecting invoices. 

• Online intake forms that help you qualify and sign leads faster. 

• A secure client portal so you can safely share documents like engagement agreements. 

👉 Learn more about Tabs3 Websites in this article. 

Tabs3 CRM integrates with your Tabs3 Website  

Tabs3 CRM is a legal client relationship management tool (CRM) you can add on to PracticeMaster in Tabs3 Cloud. It helps you sign more qualified leads by tracking their journey through the intake workflow and storing potential client data centrally, where all intake staff can act on it. It can also speed up your intake process. 

• Automatically import data from your Tabs3 Website, like pre-screening forms. 

• Text or email custom forms, like intake questionnaires, to new leads automatically. Forms can use logic to adjust on the fly, revealing only relevant questions. 

• Text or email completed forms to your intake personnel. 

• Send automated texts or emails to leads, like intake appointment reminders. 

• Create text or email nurture sequences for different segments of your prospect list. 

Tabs3 CRM also feeds data to PracticeMaster 

Once the engagement letter is signed, you can share the client’s information from Tabs3 CRM to PracticeMaster as a new matter. There is no need to re-type anything, which can speed up your file-opening workflow.  

👉 Check out The Midsize Law Firm Survival Guide for more information about how Tabs3 can benefit your firm

Level up your legal marketing with Tabs3  

Many small and midsize law firms struggle to allocate resources between marketing, intake, and client service. With Tabs3 Websites and the Tabs3 CRM add-on for PracticeMaster in Tabs3  Cloud, you can spend more time on billable work and less time landing and onboarding new clients. Sign up for a free Tabs3 Websites or Tabs3 CRM demo today.