How to Build an Automated Client Intake CRM in Airtable (Step-by-Step)

Building a manual client intake process is one of the fastest ways for a law firm to lose leads and waste valuable team hours. In this step-by-step tutorial, Javier, CTO and Co-founder at PraxisFlow Strategies, shows you how to build a fully automated client intake system in Airtable from scratch. By the end of this video, you’ll have a reliable, hands-off system that automatically captures new leads, fires off instant confirmation emails with a booking link, and handles the 48-hour follow-up for anyone who hasn't scheduled their consultation yet —all without your team lifting a finger. 🕒 TIMESTAMPS 0:00 - Introduction: Why Automate Your Law Firm's Intake? 0:40 - Setting Up Your Leads Table in Airtable 1:40 - Creating the Client Intake Form 2:40 - Testing Your New Form Setup 3:15 - Automation 1: Instant Confirmation Email & Google Calendar Link 4:45 - Automation 2: Setting Up the 48-Hour Follow-Up Workflow 6:15 - Reviewing the Full Intake Pipeline 6:45 - What’s Next? (Connecting DocuSign) 🔧 TOOLS USED IN THIS VIDEO Airtable (Database, Forms, & Automations) Google Calendar (For automated consultation scheduling) 💬 ABOUT PRAXISFLOW STRATEGIES We help law firms scale, convert more leads, and eliminate manual bottlenecks using smart, practical automation builds—allowing you to grow your firm without necessarily hiring more staff. If you have any questions about this Airtable build or setting up your automations, drop them in the comments below! 👇 Don't forget to LIKE this video and SUBSCRIBE so you don't miss our next tutorial. Connect with PraxisFlow Strategies: 🌐 Website: https://www.praxisflow.com/ ✉️ Email: [email protected] 💼 LinkedIn:   / praxisflowstrategies   📸 Instagram:   / praxisflowstrategies   #LawFirmAutomation #AirtableTutorial #LegalTech #ClientIntake #LawFirmCRM #AirtableAutomations #LegalOperations