Illustrative request
“I’d like to speak with someone about a new matter.”
- 01Inquiry received
- 02Approved initial details collected
- 03Staff review requested
- 04Consultation offered when appropriate
For professional-service firms
Keep new inquiries moving while your team handles the work.
Bring in more of the matters you want, and give every new inquiry a clear next step while your team does the work.
Fictional business · demo records
See a sample workflow.
This interactive example is separate from our client work.
Explore the professional intake demoPossible scope
Built around your process.
Connections to your existing tools are checked before we quote or promise them.
- Initial inquiry capture
- Consultation requests
- Staff review and follow-up
Before and after the first request
Where new business comes from, and what happens next.
A professional firm's work may extend from first enquiry to document collection, internal approvals, and client-status updates. Conflict checks, legal judgment, confidentiality, and acceptance stay under the firm's own rules.
Questions
What we confirm with your team
Can it give professional advice?
That is not the intended role of this intake setup. It collects approved information and directs professional questions to the appropriate person.
Can it collect information for a conflict check?
It can collect the agreed names and details for your team’s review. Collecting that information is not the same as completing or clearing a conflict check.
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