Legal intake system

Qualifyenquiriesbefore theyreach your desk

A structured AI intake and booking system for firms that need faster response, cleaner consultation requests, and fewer back-and-forth admin messages.

Legal consultation booking and intake workflow dashboard
IntakeStructured questions
ConsultsBooked faster
RoutingBy matter type
ApprovalHuman controlled
Where legal firms lose time

Good prospects should not sit in the inbox

The system helps your team separate serious enquiries from low-fit messages, then creates a clear handoff before anyone spends billable attention.

  • Missed call follow-up

    Trigger a fast response path after missed calls so consultation requests do not wait until someone checks voicemail.

  • Matter-type routing

    Ask simple intake questions and route family, corporate, real estate, immigration, or other enquiries to the right next step.

  • Consultation booking

    Move qualified prospects into a booking link, pre-call questionnaire, or manual approval queue.

  • Reply control

    Draft replies can be prepared for approval, so your team stays in control before anything sensitive is sent.

Demo workflow

From enquiry to consultation

The demo focuses on intake quality and approval control, not replacing professional judgment.

01Capture

New enquiries from forms, email, calls, WhatsApp, or ads enter one tracked pipeline.

02Screen

The system collects contact details, matter type, urgency, location, and preferred consultation time.

03Prepare

Qualified requests become booking actions, call notes, or human-approved draft replies.

04Monitor

Your report shows leads received, replies, booked consultations, and follow-up risk.

30-day rollout

A controlled system for serious firms

Week 1: rules

We map intake questions, matter categories, disqualification rules, escalation points, and booking requirements.

Week 2: build

We create the intake flow, response drafts, booking handoff, lead ledger, and internal approval queue.

Week 3-4: tune

We test with sample enquiries, tighten wording, protect sensitive steps, and prepare scale-up reporting.

See the legal demo

Bring your current intake form, consultation rules, and common low-fit enquiries. We will show how the system would filter and route them.

This system supports intake, admin, routing, and draft preparation. It does not provide legal advice and external replies remain approval-gated where professional judgment is required.