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.
We handle everything else.
Your reviewer has four jobs.
Name one reviewer. That is the person we bring every decision to.
Approve the messages, screening rules, and escalation paths before they go live.
Answer legal questions and questions about the retainer when they come through.
Read the monthly review and approve or reject the changes we propose.
Here is what comes off your team's plate.
When it needs a lawyer, it goes to your team.
Handoff rules are written with your reviewer during setup, then followed every time.
Your team gets the whole conversation so far, not a blank thread.
Legal questions, merits, and any situation you name go to your team under rules you approve.
Every handoff is logged with who picked it up and when, and it shows in the monthly review.
What changes for the people you have
No. We carry the reminders and the handoffs, so your coordinator spends their time on the conversations that need a person.
One reviewer. They approve messages, screening rules, and escalation paths, and they read the monthly review.
Most of it is during setup, when your reviewer approves the messages and rules. After that it is one monthly review and the occasional approval.
It goes to the person your rules name, with the intake so far attached. Nobody at Intakes.io answers legal questions.
Book a 30-minute audit on your numbers.
Bring the steps your team follows today. We show you which ones we take over and which stay with your people.
The list is yours to keep, even if we never work together.