Intake speed and client follow-up
Law Firms
Usually connects
Website forms, email, Clio, LawPay, Google Workspace, Airtable
- Leak
- New inquiries go cold when intake and follow-up are slow.
- Install first
- Intake capture, inquiry summary, conflict-safe staff review, and next-step reminder.
- Goal
- Respond consistently while legal judgment and conflict checks stay with the firm.