Prospective-client inquiries lack essential context
How we help
Collect the contact details and matter information your firm approves, then route the inquiry to the right team.
Streamline prospective-client intake.
Organise prospective-client inquiries, consultations and document requests so your team can review a clearer intake record.
The work that
slows your team down.
Ways we can help Law Firms, using your team’s existing tools.
Consultation scheduling interrupts fee-earners
How we help
Coordinate requests against the agreed diary and send practical appointment information.
Intake documents need repeated chasing
How we help
Track the requested items and prepare reminders while preserving your firm’s review steps.
An example in your working day
A prepared intake before the first consultation.
A prospective client contacts the firm. The workflow captures the approved intake fields and routes them for staff review before any consultation or engagement is confirmed.
- Capture the firm-approved intake information
- Route the record for conflict and suitability review
- Coordinate consultation and document requests after approval
An example of how it could work. We agree the setup and approval steps with you.
Your team makes
the important decisions.
Your firm owns conflict checks, legal advice and acceptance of instructions. An automated inquiry does not create a client engagement.
We look at how you work today, connect the right apps and test what happens when something needs your team’s attention.
Services for
Law Firms.
Start with the task that takes up the most time.
Start with one workflow
Book an Automation Consultation
We’ll review one repetitive task, look at the tools involved and recommend your next steps. Share a few details below to prepare for your automation consultation.
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