Qualifying enquiries without wasting partner time.
Most small firms qualify enquiries by putting them straight to a partner. The partner does a 30-minute call, half of which is establishing whether this is even something the firm wants to do. Multiplied across the year, that's 100+ hours of partner time on calls that could have ended at minute three.
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How to fix client intake in 10 days→
Ten-day rollout from missed enquiries to a reliable intake pipeline, using tools you already own.
Building a single inbox for every new enquirySign up to read →
Phone, email, website, referrals — one place, one tracker, one owner.
Who should own client intake?Sign up to read →
Reception, paralegal, lawyer, or practice manager — the right answer at different firm sizes.
Client intake formSign up to read →
Ready-to-use web form and spreadsheet — captures the fields that actually matter.
We also run Techsperience (legal-tech support) and Clearmatter (matter management). Mostly we write. Learn more →