A clearer brief. A stronger client relationship.
The first enquiry is in one inbox and the documents we need are in another.
WE BUILDLegal enquiry and intake forms · Secure client document portals · Conflict-check administration queues
Your work. Our build.
- 01Receive the matter enquiry
- 02Queue the firm’s checks
- 03Collect approved documents
- 04Confirm the engagement
- 05Keep the client updated
Each handover is a chance to make the day run better.
How we help.
Four levels, from finding your practice area to a matter ready for the lawyer’s review.
Be found.
Help someone find the practice area and know how to enquire.
- Approved practice-area information
- Clear instructions for a first administrative contact
- Intake forms collect the enquiry information your firm approves
- Enquiries reach the responsible practice team
Be heard.
Keep the first response clear and discreet.
- Useful firm-approved practice information
- Private feedback about client administration
- Administrative questions linked to the matter enquiry
- Response drafts held for the lawyer or authorised staff
Be remembered.
Give confidential document requests a controlled place.
- Client updates approved for the matter
- Review reminders agreed with the responsible lawyer
- Secure requests use the firm’s approved document storage
- Received items and permissions visible to authorised staff
Be called back.
Bring intake and engagement administration to the lawyer’s desk.
- A clear way for returning clients to contact the firm
- Useful progress information agreed for the matter
- Conflict-check administration queued for the firm
- Engagement and document status kept with the enquiry
Behind each level: software built around the way you work.
Start with your working day.
“A new enquiry arrives without the information needed to review it.”
“The client sends confidential documents to the wrong email thread.”
Illustrative owner situations.
Works alongside tools like…
LEAP, Microsoft 365, Google Workspace.
We connect your tools. We check access and available connections with you before the fixed quote.
Bring the process that frustrates you. We’ll work out what to build.
A few things to know.
Can a new matter enquiry wait for our conflict-check process?
Yes. The workflow can collect the agreed intake and queue your firm’s checks. Qualified staff make the conflict and engagement decisions.
Can document requests use our approved storage?
We agree access, retention and document permissions with your firm before building the portal. Client records stay in the approved systems.
How much does it cost?
We quote after the free 30-minute call: a clear, fixed scope.
Do we need to replace our existing tools?
We start with what you have and connect it where practical.
What happens after launch?
We help your team use the system, measure what changes and improve it.
What level is your business on?
A free 30-minute call and a one-page plan within 2 business days. Most builds live in 4 weeks. Fixed quote after the call.
