From phone-and-paper intake to booked consults

The business

Picture a two-attorney family law practice. New clients call in, the receptionist takes notes, mails or emails a paper intake form, waits for it to come back, and then someone retypes it all into the case file before a consult can even be scheduled.

The problem

Intake takes days and touches four hands. Forms come back half-filled or not at all, callers who can't reach a person during business hours give up and call the next firm, and the same client information gets typed three separate times.

What gets built

• Online intake that works after hours

  New clients fill out one clear, plain-language form from any device, whenever they like — including nights and weekends, when many people finally have time to deal with legal matters.

• Documents that fill themselves

  The information from the form flows straight into the firm's standard documents — engagement letter, information sheet, conflict check — with nobody retyping anything.

• Consults booked automatically

  Once intake is complete, the client picks a consultation time from the attorneys' real availability, and it lands on the calendar with the file already prepared.

The payoff

• Intake that took days of phone tag happens in one sitting, often before the office opens the next morning.

• After-hours inquiries become booked consults instead of calls to a competitor.

• Client details are typed once — by the client — so transcription errors stop showing up in documents.