We start with a 30-minute audit of your inquiries.
We look at how intake works today, design the workflows with you, test them, and then manage them every day. Your team approves each step before it goes live.
Nothing reaches a client until it is tested and approved.
We audit, design, build, manage and report.
Each step ends with something concrete in your hands.
We handle every step between the inquiry and the signed retainer.
Intake fields built for your practice, consult types on your calendar, screening on your criteria, and a referral for anyone who doesn't qualify. When you decide to take the matter, the retainer is ready to send.
Book a 30-minute audit→
Retainer ready for J. Patel
Every inquiry is tracked from first message to signed retainer.
When the CRM says a form, booking or retainer is done but the conversation has gone quiet, we catch it and get it moving again.
Book a 30-minute audit→Here is what we do, what you do, and what you get.
Your time goes into approvals and legal questions. We do the setup, the testing and the daily work.
We find where inquiries drop off.
We go through one recent month of your inquiries: where they came in, where they stopped, and who was supposed to follow up.
Bring the month and 30 minutes.
A written list of where you lose people.
We design the workflow with you.
We write up the channels, screening questions, messages and reminder schedules.
Your reviewer approves each one.
A workflow you signed off on.
We build it and test it.
We configure the workflows and the handoff to your practice management system, then test them.
Confirm which fields must reach your system.
A tested setup, and a written list of what transfers and what stays manual.
We work every day, including after hours.
We handle the follow-up. Anything that needs a lawyer goes to your team.
Answer legal questions and decide who you take on.
Every open inquiry gets followed up.
We report once a month.
We go through the month with your reviewer: signed, pending, lost, and what went quiet and why.
Approve or reject the changes we propose.
Tested changes that go live only after you approve them.
Follow-up stops depending on one person's memory.
When follow-up lives in one person's head, it stops every time that person is in a consult, on leave or gone. We carry the reminders and the handoffs. Your people keep the conversations that need them.
What it takes from your side
Your reviewer approves the design and the messages. We do the setup and the testing.
One named lead at Intakes.io, who manages your workflows and joins the monthly review.
Send us the change or raise it in the monthly review. We test it against the agreed workflow, and it goes live once you approve it.
No. It keeps matters, billing and documents. We handle intake in front of it and confirm the handoff before setup.
Book a 30-minute audit on your numbers.
The audit is step one. It is useful on its own, whether or not we work together.
Not ready for a call? Take the 5-minute scorecard →The list is yours to keep, even if we never work together.