Intake and forms
From the first call to the matter, with nothing typed twice
An enquiry is taken in, owned, checked for conflicts and answered on a clock, and the firm's own forms bring the facts in from the client's side.
Who uses it
What each person does with it
- Secretary
- Takes in the call, the email or the walk-in as an enquiry, with whoever already shares the name, phone or email offered before it is saved.
- Associate
- Books the consultation, records what happened, drafts the fee proposal and sends the engagement letter for signature once it is accepted.
- Partner
- Sees each practice area's pipeline by stage, and how quickly the firm answers and converts what comes in.
- Administrator
- Builds the website's intake forms and the questionnaires the firm sends, from templates per kind of work, with the consent wording kept by version.
What it does
Intake and forms, in detail
Marked as in the product today or still being built.
Enquiries before matters
In the productNumbered on their own, owned by the firm's assignment rules, moved through stages whose gates cannot be skipped, with the first response timed.
Consultations, proposals and engagement
In the productA consultation booked in the diary, a fee proposal sent and revised but never changed once sent, then the engagement letter and checklist before conversion.
The firm's own forms
In the productSteps and questions with conditions, answers that fill the record, documents asked for by name, consent kept by version, and spam guards on the public page.
Questionnaires to people the firm knows
In the productSent from an enquiry or a matter, opened with an emailed code, answered over more than one sitting, and reviewed before anything on the record changes.
Help centre
How it works in practice
The guides a firm's people use, open to anyone deciding whether it fits.
- Take in an enquiryRecord a prospect before any matter exists, move the enquiry through its pipeline as each gate is met, clear the conflict check, and close or reopen it.
- From enquiry to matterBook and record consultations, propose the fee, send the engagement letter to sign, work through the checklist, and convert the enquiry into a client and a matter in one step.
- Building an intake formBuild a form for the firm's website from a template or blank, choose where its enquiries go, publish it and share its link or QR code.
- Sending a questionnaireSend a questionnaire from an enquiry or a matter, how the person opens it with a code, reminders, and sending it again or withdrawing it.
See it against your own matters
A 45 minute walkthrough using your own matters. No commitment, and nothing to install to watch it.