Client Intake Pre-Screener

Screens new matters on type, jurisdiction, deadlines, conflicts, and budget before a consultation is booked, so billable hours stop going on enquiries the firm was never going to take.

What's included

Asks matter type, jurisdiction, and deadlines
Collects the names a conflict check needs
Never gives legal or tax advice
Books only the consults worth holding

Typically live in Live in 4 days, 7 days of post-launch tuning

$450 setup

+ $75/mo

14-day free trial on the monthly fee · cancel anytime

Built, hosted & maintained for you

No new software to learn

Questions? Book a free audit and we'll tailor it to you.