You approve the rules. We build inside them.
You approve every message, screening question and escalation before it goes live. CASL, PIPEDA and the Law Society rules are built into every workflow.
You remain responsible for your own compliance decisions.
What each rule means in practice
Automated follow-up by text or email starts only when consent is on record. Every message carries your name and a working unsubscribe, and opt-outs stop the sequence.
We collect only the information you need to decide on a matter, and we tell the person why we are asking.
Messages that describe you or your services stay accurate and verifiable. You review and approve them before they go out.
Nobody at Intakes.io gives legal advice or tells a person whether they have a case. Questions that need a lawyer are routed to your team, and you supervise the workflow.
This page describes how we build and manage intake workflows. It is general information, not legal advice. You remain responsible for your own compliance decisions.
Here is what we record and what stays with you.
Questions partners ask before they sign off
No. The workflow collects the facts you asked for and routes anything that needs a lawyer to your team.
You do. Every message, screening question, and escalation path is approved before it goes live, and every change is recorded with who approved it.
In our agreement and our trust documents. Ask for them before the audit if you need them first.
The sequence stops for that contact, and the opt-out is recorded against them.
Book a 30-minute audit on your numbers.
Bring your current process and any rules you already follow. We show you where the workflow enforces them.
The list is yours to keep, even if we never work together.