Every enquiry answered, tracked — and worth something.
Intake is where a firm’s reputation is either earned or quietly spent. A prospective client who waits two days for a reply has usually already spoken to someone else.
One inbox, every door
Capture from every channel
Website form, embedded form, chatbot conversation, inbound email, WhatsApp or SMS — they all land in the same intake list.
Triage in minutes
Read, run the conflict check, assign an owner, reply, and convert to a matter without re-typing the details.
Know what actually worked
Source, practice area and conversion are tracked, so marketing spend becomes a decision rather than a guess.
What it means for new business
- No enquiry sits unanswered overnight because it arrived in a channel nobody checked.
- Response time becomes a number you can improve, measured rather than assumed.
- Paid-for leads become files, with the source attached — useful when you are deciding what to keep paying for.
- The intake form asks the right questions, so the first call is a conversation rather than an interrogation.
We can wire your live website form to the demo during the walkthrough if you want to see it end to end.
From enquiry to open matter
The gap that loses work, closed.
It arrives, wherever it came from
All channels into one list, with the first response time recorded.
Triage and check
Practice area, urgency, and the conflict check — before anyone spends an hour on a call.
Reply and assign
The enquiry gets an owner and a reply, and the record shows both.
Convert
One action creates the client and the matter, carrying the details and the source across.
Questions about intake
Yes — embedded forms and links work with the site you already have, and there is a WordPress connection for firms that want it.
It answers from the firm’s own approved material and points to the source, so you can see where an answer came from.
Yes — by practice area, office or availability, with workflows configured for your firm.
Send yourself an enquiry
In the demo we will hand you a link to your own intake form. Submit it, and watch it arrive.