End-to-End Intake Automation
From “new lead” to “signed client” with zero re-typing: folders, decision emails, engagement letters, and logging — all automatic.
Partners don't buy these one at a time — a partnership includes the library.
The problem
One new client means a dozen manual steps — folders, emails, letters, data entry — and any one of them can get skipped.
What it does
✦The moment a lead comes in, a client folder is created with all your standard subfolders
✦The attorney gets a one-click accept / defer / decline / refer decision email
✦On “accept,” the engagement letter and welcome email go out automatically, and intake notes are logged to your case system
What it replaces
Hours of staff re-typing — and the steps that fall through the cracks.
Is it real?
Running a real law firm’s entire intake today.
Want to see how this fits your business?