Law Firm Intake Setup

This is for small law firms with 1 to 5 lawyers, wherever you are based. It suits firms that still type each new enquiry in by hand and chase documents by email. We set up one intake form, either on your website or inside your practice management or case software. It works with the common tools law firms use around the world, such as Clio, MyCase, Lawmatics, PracticePanther, LEAP or Actionstep. Each time someone fills in the form, a new lead or contact appears in your software on its own. The person gets a reply email straight away, written in your words. You can have a different reply for up to 3 practice areas. They also get a request for documents, with an upload link from your own system. If they don't send documents or book a time, they get two reminder emails, for example on day 2 and day 5. The reminders stop once they respond. Every new lead also creates a task to run your conflict check. Nothing moves forward until a person on your team clears it. You get a one-page guide and a short recorded walkthrough. We make small changes for free for 7 days after it goes live. Here is how it works. On day 1 we have a 30-minute call about how you take new clients now. You invite us as a user in your tools and approve the reply wording. We never ask for passwords. On day 2 we build it and test it with made-up data only. On day 3 you test it yourself. Then we switch it on and hand over the guide and the walkthrough. It takes 3 business days. The price is $349 fixed for everything above. We send a payment link once you approve the plan, and we start after payment. If we find on day 1 that we can't build this in your setup, we refund in full. We only work inside your accounts and only test with made-up data. We don't copy, export or keep any client information, and we remove our access when the work is done. We're happy to sign your NDA first. This is not legal advice. This is a technical setup service. We are not a law firm and we don't give legal advice. Your firm stays responsible for intake decisions, conflict checks, engagement terms and following the rules for lawyers in your own country. Some things are not included. We don't give legal advice or write engagement letters or fee terms. The system never makes conflict decisions. It only creates the task, and a person decides. Moving old clients or matters from another system is priced separately. You keep and pay for your own software. We don't do phone answering, chat widgets, ads or website redesigns.