Playbook · Intake

Building a single inbox for every new enquiry.

Most small firms have at least four channels enquiries can land on — phone, the firm's main inbox, the website form, individual fee-earners' direct emails — and no single place where they're all visible. New work goes missing not because nobody cares, but because nobody's looking at the same list.

7 min readUpdated April 2026Members only
§ Members only

The full piece is for Members.

Each operating area has one free-to-read piece. The rest sit behind a free Member account so we know who’s reading and can send you the things we ship next. Takes ten seconds.

One email a week · Unsubscribe any time

Need help implementing?

We also run Techsperience (legal-tech support) and Clearmatter (matter management). Mostly we write. Learn more →