Law firm intake systems
Respond to new matters with a more consistent intake process.
Capture the basics, route inquiries to the right person and track consultations without making prospective clients repeat their story.
01 · Prospective client contacts the firm
02 · Initial details are securely routed
03 · A qualified team member responds
What the system does01 02 03
A useful first response, every time.
Structured inquiry capture
Collect the basic matter type and contact details while avoiding promises of legal advice.
Human review
Route sensitive or urgent situations to a qualified team member.
Consultation tracking
Keep follow-up and appointment ownership clear in your CRM.
Done for you
Technology supports your intake standards.
We design workflows with your firm’s review, confidentiality and conflict-check process in mind. Automated replies should never create an attorney-client relationship or give legal advice.
Find your starting point
Review my intake process →Make intake more dependable.
Tell us about your current process and we’ll recommend a practical setup.