Who This Is For
Intake teams and marketing teams
What a Workflow Is in Lawbrokr
A workflow in Lawbrokr is the structured path a lead follows from the moment they enter a funnel to the moment their information is delivered to your team and connected systems.
Workflows are designed to standardize intake, reduce friction, and ensure the right data reaches the right people, at the right time.
Unlike traditional form based systems, Lawbrokr workflows prioritize clarity and conversion over complexity.
How Workflows Work
A Lawbrokr workflow follows a single, intentional logic path.
A user enters a specific funnel, usually tied to one practice area or campaign
The user is guided through a predefined question set
Each response captures structured data, not free form text
Upon completion, a conversion event fires
Lead data is delivered based on your notification, user, and integration settings
Rather than branching users endlessly, Lawbrokr encourages separate funnels and question sets for different use cases. This keeps workflows clean and performance easy to measure.
Why Lawbrokr Uses Singular Workflow Logic
Lawbrokr workflows are intentionally singular.
This approach:
Improves completion rates
Reduces user confusion
Creates cleaner attribution and reporting
Makes optimization faster over time
Instead of one funnel trying to do everything, workflows are designed to do one thing well.
Common Mistakes
Treating workflows like long intake or client portal forms
Trying to recreate decision trees with multiple goals
Mixing practice areas or campaigns into a single workflow
Assuming workflows control document uploads, which Lawbrokr does not support
Best Practices
One workflow per conversion goal
One primary practice area per workflow
Reuse question sets where possible
Optimize based on drop offs and completion data
Related Articles
How Funnels Work in Lawbrokr
Creating and Managing Question Sets
Understanding Singular Logic in Lawbrokr
Managing Notifications and Lead Delivery Settings