Suitable inquiries with a timely next step
Prepare a clear intake queue with contact preferences, administrative gaps and the employee responsible for review.
Industries / Law firms
Your 30-day revenue sprint
More qualified inquiries. More retained clients.
Prepare intake, conflict-review handoffs and missing documents so your attorneys can decide sooner which matters to take forward.
Your first revenue workflow.
Live in 30 days.Connected to your tools. Measured against agreed targets.30 days from agreed scope and ready access.
Live in 30 days.Connected to your tools. Measured against agreed targets.30 days from agreed scope and ready access.
A 30-day revenue sprint.
A clearer intake-to-engagement process can support new retained matters; consultation bookings, signed engagements, fees earned and cash collected must be measured separately.
The commercial opportunity
Make the next step
worth more.
Consultation administration that stays organized
Coordinate approved appointment details, changes and reminders without turning a calendar event into a representation commitment.
Engagement paperwork with visible ownership
Track outstanding administrative items after the firm's approval, and return exceptions to the intake or matter owner.
A workflow for law firms
A new inquiry reaches the firm's intake owner
Explore an illustrative path from the first signal to a decision your team can act on.
Step 1 of 4
Acknowledge the inquiry
Capture the agreed administrative fields and preferred contact route. Do not request confidential matter details through an unsuitable public form or imply that representation has begun.
Step 2 of 4
Prepare the intake review
Organize missing administrative information and route the request to the firm's designated staff. Potential deadlines or sensitive circumstances follow the firm's existing human escalation process.
Step 3 of 4
Let the firm decide
Authorized staff and attorneys complete conflict, suitability and engagement decisions in the firm's approved process. No automated message gives legal advice or promises acceptance.
Step 4 of 4
Coordinate the next agreed step
Track the approved consultation or engagement paperwork and the named owner. A booking remains a booking until the firm confirms the engagement and records the commercial outcome.
The firm retains conflict checks, legal advice, deadline assessment, representation decisions, fee terms and privileged information handling.
From scope to evidence
Your first
30 days.
We agree on one workflow, the access it needs and a commercial target before the sprint begins.
- Days 1–7
Agree one practice-area intake scope, safe administrative fields and an engagement-revenue baseline.
- Days 8–14
Configure the approved intake and task handoffs; test sensitive requests, declined inquiries and appointment changes.
- Days 15–21
Run selected inquiries with the firm's existing conflict and attorney-review controls intact.
- Days 22–30
Compare suitable consultations, signed engagements and first-month earned fees; distinguish longer-cycle matters.
Put your numbers behind it
What could
one better workflow
be worth?
Model the opportunity using your assumptions. Then take a concrete 30-day brief into a conversation with us.
- Suitable inquiries reaching a firm-approved consultation
- Consultations becoming approved engagements
- First-month earned fees and collected cash reported separately
A scenario for additional gross revenue, before delivery costs and automation fees. Booked, invoiced and collected revenue should be tracked separately. Some sales cycles extend beyond 30 days.
Before we start
A clear scope.
A useful first month.
Will the system give legal advice or accept a client?
No. This scope concerns administrative coordination. Attorneys and authorized firm staff decide what advice to give, whether to act and when an engagement exists.
Can the first month demonstrate revenue on long matters?
We report the actual stage reached. Suitable inquiries and consultations are leading indicators; signed engagements, earned fees and collections each need their own evidence and may occur later.
What does the 30-day commitment mean?
We commit to launching one agreed, revenue-focused workflow within 30 days once scope, access and responsibilities are ready. The result is a working workflow connected to your tools, a starting baseline and clear performance measures. We track the commercial outcomes with you; demand, capacity, conversion and sales-cycle timing determine actual revenue. Scope, pricing and commercial terms are agreed before work starts.
One workflow. A commercial goal. A team to keep it running.