New client intake without the back and forth
How a law firm can collect the facts, documents and conflict check information from a new client in one go, so the lawyer starts with a complete file.
The system, in one picture
Every new client arrives as a complete matter file with the checks already prepared.
The problem, and the fix
What goes wrong in a normal week, next to what changes once the flow is in place.
PROBLEM
The first calls are spent collecting basic facts and chasing documents.
SOLUTION
A guided intake collects the facts, key documents and contact details before the first meeting.
PROBLEM
Conflict checks and engagement letters are done by hand, and slow the start.
SOLUTION
The check is prepared automatically, and the engagement letter is drafted for approval.
PROBLEM
Many enquiries are outside your practice area and still take time.
SOLUTION
Enquiries are checked against your practice areas, and a polite answer goes out to those that do not fit.
What you lose today, what you win
The same business, before and after the flow runs on its own.
- Time
TODAYHours per case on repeated questions
WITH THE SYSTEMLawyers start with the facts already in front of them.
- Cost
TODAYUnbillable intake hours
WITH THE SYSTEMThat time goes to billable work.
- Energy
TODAYRepeating the same questions to every client
WITH THE SYSTEMLawyers focus on advice, not forms.
- Revenue
TODAYGood clients lost while waiting for a callback
WITH THE SYSTEMQualified clients are contacted quickly.
- Peace of mind
TODAYWorry about a missed conflict or missing document
WITH THE SYSTEMA checklist is completed for every new client.
- Control
TODAYIntake depends on who answers the phone
WITH THE SYSTEMEvery client goes through the same steps.
- Growth
TODAYMore enquiries need more senior time
WITH THE SYSTEMIntake scales without partners doing it.
- Operational chaos
TODAYNotes, emails and attachments in different places
WITH THE SYSTEMOne matter file from the first contact.
How we put it in place
Step by step, with the average time each part takes.
- 1
Map practice areas and the questions per area
- 2
Guided intake with document upload
- 3
Check fit and prepare the conflict check
- 4
Draft the engagement letter for approval
- 5
Create the matter file and book the consultation
- 6
Test and go live
Ready to Start?
Let discuss how can we bring your vision to life.
Book a 30-minute call to discuss your project
No sales pitch, just a technical discussion about your requirements, timeline and how can we help you succeed.
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30 Minutes
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Feasibility Check
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