We handle everything between the consult and the signed retainer: the check-in, the question passed to your team, the signature reminders, and a clean close when the answer is no. Legal judgment stays with you.
Intakes.io does. After a held consultation, our team sends the check-in you approved, writes back on the date the person chose, routes any question about the fee or the agreement to your team with the context, reminds the person about the retainer you sent until it is signed or the stop date you set closes it, and records the reason when the answer is no. You send the retainer and make every legal call.
At one employment law firm in Canada, in the twelve months to 30 September 2026, 1,890 matters received a retainer and 1,296 signed it: 68.6%. The median time from sending to signature was 17 hours. In the same period 679 agreements expired unsigned and not one was declined. Nobody says no. They go quiet, and someone has to notice. Full figures and definitions on the results page.
Six moments where a matter usually goes quiet. For each one, who does what and when it is done.
A sample, not a client record. You only step in where a lawyer is needed.
Every message after the consult is one you approved. When a question needs a lawyer, it goes to your team with the context attached.
Every message is one you approved, sent on the channel the person used, on a date they agreed to where possible. When someone says no, we close the file with the reason and stop every reminder.
You do. We follow up on the signature on your schedule and route any question about the agreement to your team.
We acknowledge the question and route it to your team with the context. We never give legal advice.
As long as your rules say. You set the follow-up dates and the stop date. A reply, an opt-out, or a status change from your team stops the reminders.
Yes. The follow-up lives in the intake CRM we provide. When someone signs, the matter opens in Clio or the system you keep.
At the firm above, about one in three matters that received a retainer had not signed it within the period, and 679 agreements expired against 1,316 signed. The reason is almost never a refusal. It is silence after the consultation.
At that firm the median was 17 hours from send to signature. The spread is wide: the fastest signed within minutes, the slowest took nearly two weeks. Reminders are set to that spread, not to a single day.
We flag the file for your review with the history attached. Expired is not lost until you say so, and any letter about engagement comes from you.
No. Sent is a step. Signed is the result, and pending stays pending at the cutoff.
Bring one recent month of inquiries. We show you which consults went quiet and who was supposed to follow up.
Not ready for a call? Take the 5-minute scorecard →The list is yours to keep, even if we never work together.