New inquiries get a reply, your team reviews the details, and approved requests become booked consultations with a short brief for the lawyer.
See it in actionIllustrative example · explore each step
Example scenario · Small law firms and legal intake teams
New inquiries get a reply, your team reviews the details, and approved requests become booked consultations with a short brief for the lawyer.
Set the boundaries before it runs. Your team stays in charge of the decisions that need a person.
We map the process, tools and handoffs with you before building.
Your team checks conflicts before booking. The assistant gives no legal advice and does not accept a case.
The lawyer gets a short intake brief
Connections confirmed during scoping.
Consultation
Waiting for your team’s review.