Intake board
Loading the firm's intake…
Sample clientsYour enquiryPriority
Enquiries this week—all channels
Consultations booked—this week
Your first reply—measured on your enquiry
Intake before consult—forms filed in advance
Intake pipeline
Each enquiry moves automatically as it is answered, screened, booked and filed.
New0
Screened0
Consult booked0
Intake complete0
Consultation diary
Every booking lands in the right attorney's diary, with screening and intake attached.
| When | Client | Matter | File |
|---|
Your intake file
What the attorney sees before your consultation.
Enquiry transcript
Only you can see your own conversation.