
Automate a process
For the front-door work of taking in a new matter before it reaches an attorney.
- Intake screening that asks the facts of the matter, the key dates, and the opposing party
- Practice-area routing that sends a slip-and-fall to one attorney and a will to another
- Conflict details collected up front so your staff can run the check cleanly
- Consultation booking that offers open times and confirms by email
- New-client packets sent automatically with the fee agreement and what to bring
Every new inquiry is screened, routed, and scheduled before anyone on staff touches it.








