Get new inquiries ready for a real conversation.
An intake agent organizes incoming inquiries, identifies missing intake fields, and prepares the next response using the firm’s approved questions. The intake workflow routes prospective clients to the right person for review.
You get
A structured intake summary, the original inquiry, missing information, and a proposed next step in one place.
Your firm decides
Conflict clearance, whether to accept the matter, and any legal advice. Outbound replies and consultation bookings start behind approval gates.