After the consult

We handle the follow-up after the consult.

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.

Book a 30-minute audit on your numbersSee the service
The question this page answers

Who follows up after the consult?

Short answer

What is post-consult follow-up?

Post-consult follow-up is every step between a held consultation and a decision: the check-in after the call, answers to open questions, the retainer you send, and reminders until it is signed or closed. At most firms nobody is responsible for it. With Intakes.io, someone follows up with every person until they sign or say no.

Where it goes quiet

Five ways a good consult goes nowhere

Thinking“I need to think about it.” Nobody writes back after the weekend.
At homeThey want to talk it over with their partner. The next message never goes out.
MissingThe termination letter is still in their inbox, and nobody asked twice.
ComparingThey book a second consult elsewhere. The firm that follows up signs them.
UnansweredThey asked about the fee. The email waits for a lawyer who is in court all week.
What we handle

Every moment after the consult gets followed up.

Six moments where a matter usually goes quiet. For each one, who does what and when it is done.

Moment
What we do
What you do
Done when
Consult held, no decision
We doSend the check-in you approved, on the channel they use
YouNothing, unless they ask something legal
Done whenThey book a next step or tell us where they stand
They asked for time
We doNote the date they chose and write back on it
YouNothing
Done whenThey decide, or the stop date you set closes it
A question about the fee or the agreement
We doAcknowledge it and route it to your team with the context
YouAnswer the question
Done whenYou have replied
You send the retainer
We doSignature reminders on your schedule, and questions routed back
YouSend the retainer and answer questions
Done whenIt is signed, or you close the file
They go quiet
We doA follow-up message, then we stop on the date you set
YouNothing
Done whenA reply, an opt-out, or the stop date you set
They say no
We doClose the file with the reason and stop every reminder
YouNothing
Done whenClosed, with the reason on record
Why a sent retainer is not a signed one→
A sample path

Here is one person from consult to signed retainer.

A sample, not a client record. You only step in where a lawyer is needed.

Tue 10:00
Consult held with J. Patel. Maya asks for a few days to think.
Owner: J. Patel
Tue 4:15 pm
Check-in sent by text. Maya picks Friday to talk again.
Owner: Intakes.io
Fri 9:00
Follow-up on the day she chose. She asks how the fee works.
Owner: Intakes.io
Fri 9:02
Question routed to J. Patel with the consult notes attached.
Owner: Intakes.io
Fri 2:30 pm
J. Patel answers the fee question and sends the retainer.
Owner: J. Patel
Sun
Signature reminder, on the schedule the firm set.
Owner: Intakes.io
Mon
Signed. Stage moves to Retained. Reminders stop.
Done
Compared with

Three ways to cover the follow-up after the consult

A drip sequence you set up
A marketing agency
Intakes.io
Who follows up
The sequence, until someone edits it
Your team. The agency reports on it.
Our team
When they ask a question
It waits in an inbox
It waits in an inbox
Routed to your team with the context
When they say no or go quiet
Emails keep going until the sequence ends
Not part of the work
Closed with a reason, reminders stop
What you see each month
Opens and clicks
Leads and spend
Signed, pending, and lost
How we report signed, pending, and lost→
The boundary

We handle the follow-up. You keep every legal call.

Every message after the consult is one you approved. When a question needs a lawyer, it goes to your team with the context attached.

What we do
The check-in after the consult, on the channel they used
Follow-up on the date they asked for, until the stop date you set
Signature reminders on the retainer you sent
A clean close, with a reason, when the answer is no
What you do
Advice on the matter, the fee, and the agreement
Sending the retainer
Approval of every message and every stop date
The decision to close a file or keep it open
A no is closed with a reason. Every reminder stops.
FAQs

Questions before you hand it over

Will follow-up feel pushy?
−

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.

Who sends the retainer?
+

You do. We follow up on the signature on your schedule and route any question about the agreement to your team.

What if they ask about their case?
+

We acknowledge the question and route it to your team with the context. We never give legal advice.

How long do you keep following up?
+

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.

Does it work with Clio or our own system?
+

Yes. The follow-up lives in the intake CRM we provide. When someone signs, the matter opens in Clio or the system you keep.

Start here

Find out where your consults go quiet.

Bring one recent month of inquiries. We show you which consults went quiet and who was supposed to follow up.

Book a 30-minute audit→
Not ready for a call? Take the 5-minute scorecard →
What you get
A written list of where you lose inquiries today
Every open inquiry that nobody is following up on
What we take over and what your team keeps

The list is yours to keep, even if we never work together.