Client Intake & CRM
A new client call that ends without a conflict check is a liability the firm doesn't discover until it's already a problem. We build the intake system that screens before it schedules.
What we build
- Digital intake forms: Client information and engagement scope captured online before the first meeting.
- Automated conflict checks: New clients screened against your existing matter database instantly.
- Referral tracking: Every new client's source tracked to measure what's actually driving growth.
- Engagement letter generation: Standard engagement terms generated and sent for signature automatically.
Implementation scope
Intake connects directly to matter management and billing, so an accepted engagement automatically opens a matter file and a billing profile.