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Blueprint7 min readJanuary 29, 2025

Automating Client Intake for Law Firms: A Notion Blueprint

Stop chasing documents. See how small law firms use Notion to automate the entire client intake process without expensive CRM software.

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The average law firm loses 4-6 hours per client onboarding on manual intake...

Industry-specific operating systems work because they are designed around the actual workflows professionals use every day. Rather than starting from scratch with generic productivity tools, SectorOps templates provide the architecture — you simply configure them to your firm's specifics and deploy.

The result is a system that scales with your team, maintains consistency, and provides clear visibility into every active project, client, and deliverable — without the overhead of expensive SaaS subscriptions.

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