Enquiry intake and qualification
Win the matters that used to go to whoever called back first. Every possible client hears back the same day and books a consultation if they're a fit.
Hours back
5
hours a week back, typically
How it runs
What we build, step by step.
This is the usual shape. Yours gets built around how your team actually does the job.
- 01
Every enquiry collected in one place
Web forms, emails to your enquiries address and transcribed voicemails are picked up as they arrive.
- 02
A fast first reply with the right questions
Sorted by practice area, so a probate enquiry gets asked about the estate and an immigration enquiry about visa type and dates.
- 03
Answers checked against your criteria
Location, matter type, value, timing and any limitation concerns are compared with the rules you set for each practice area.
- 04
Possible conflicts flagged
The names given are searched against your existing contacts and matters, and any hit is shown to a person.
- 05
Consultation booked for good fits
The client picks a slot with the right lawyer. Poor fits get a polite reply and, if you like, a referral.
- 06
A one-page summary for the lawyer
What they said, their answers and any flags, saved as a lead before the consultation.
Shown with software we see a lot. If your team uses something else, we build it into that instead.
Built for your business
Same job, different business. We build yours.
Two firms in the same trade rarely run a job the same way. Different software, different steps, different people signing off. We build it for your business, around how your team actually does the job.
Your steps
Built around the order your team already works in, odd exceptions included.
Your software
Runs inside the tools you already pay for, set up the way you use them.
Your rules
Your wording, your limits, your sign-offs. Nothing generic goes out in your name.
You sign off
Your team keeps the final say.
A person clears every possible conflict and decides on borderline enquiries. Nobody is told the firm will act for them until a lawyer agrees.
What it's worth
What those hours add up to.
5 hours a week, over 46 working weeks, is 230 hours a year. At $50 an hour, that’s
$11,500
back in the business, every year.
Typical, not promised.
Before and after
The job, before and after.
How it runs today
Enquiries land in a shared inbox, a web form and voicemail. Someone reads them when they can, replies with the same five questions, then waits. Good matters go to the firm that called back first, and lawyers spend free consultations on cases they could never take.
What we build
- Every enquiry collected in one place
- A fast first reply with the right questions
- Answers checked against your criteria
- Possible conflicts flagged
- Consultation booked for good fits
- A one-page summary for the lawyer
A month in
Enquiries get a reply within the hour on working days instead of two days later, consultations go to people you can help, and the intake inbox is empty most mornings.
Speed is most of it
In consumer practice areas like family, wills and personal injury, people often contact several firms at once. The firm that replies first, clearly, with sensible questions usually gets the consultation. Speed matters more than polish.
So the first reply goes out quickly and only asks what you need to know. Whether to take the matter is still a lawyer's call. They just get a summary instead of an inbox.
FAQ
Does it decide whether we take a case?
No. Intake sorts enquiries against rules your firm sets and books consultations for clear fits. Borderline and sensitive enquiries go to a person, and nobody is told the firm will act until a lawyer agrees.
Can it run the conflict check?
It runs the conflict search against your existing contacts and matters and shows you any matches. Clearing a conflict is a decision a person makes.
More for law firms
See them all →Next step
Bring this one to a free live build.
Thirty minutes on enquiry intake and qualification. We build its elf with you, live, and you keep it.