Client intake that runs itself.
Every new inquiry onboarded from first contact to a signed engagement, without your team retyping a thing.
A new inquiry, by phone or web form, kicks off the whole onboarding chain on its own. Your team's job shrinks to one review and one click.
It's 9 p.m. on a Tuesday. A prospective client fills out your contact form. By 9:02 they've had a reply, their matter exists in your billing system, and a drafted engagement letter is waiting in your approval queue for the morning.
How it works
- A new inquiry arrives by call or web form.
- The details are captured and the client and matter are created in your billing system.
- The engagement letter is drafted and queued for your approval.
- You approve, and it goes out for e-signature.
- Your team is notified at each step.
What your firm gets
- Respond in seconds, not days so fewer leads slip to another firm.
- Nothing retyped, so no transposed numbers or missing fields.
- Every client onboarded the same professional way.
- Your attorneys stay in control of everything that goes out.
See it run
The intake automation, drawn end to end. Every step runs on its own; your team touches it once, to approve.
Common questions
What if an inquiry is a conflict?
The system captures and flags it, and a person clears every conflict check before an engagement letter is prepared. Nothing goes out until your firm says so.
Does it work with our current forms and intake questions?
Yes. We build the intake around your existing questions and the tools you already use, so what you collect does not change.
What does a build cost?
Single-system builds typically start around $2,500, fixed in writing before work starts. Most firms are live in two to four weeks, and the consultation is free.