New-matter inquiries
Capture the type of matter, a short summary, and contact details for intake staff.
A missed first call can be a missed matter. Give prospective clients a composed first response without asking an attorney to interrupt their work.
View pricingA prospective client calls between consultations.
“I’d like to know if your firm handles a contract dispute.”
“I can take a brief summary and your contact information for the team to review.”
Prospective-client inquiry logged for review
Capture the type of matter, a short summary, and contact details for intake staff.
Distinguish a current client’s request from a new inquiry and route it appropriately.
Answer approved questions about location, hours, and consultation process.
Write intake questions that fit your practice areas.
Set clear boundaries around legal advice and confidentiality.
Review inquiries and complete conflict checks before engagement.
No. It should collect basic information and direct legal questions to qualified staff.
It can ask your approved intake questions. Your team should review suitability and run conflict checks.
It can capture consultation requests. A confirmed time depends on your scheduling process.