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Lead Intake & Routing
From inbox to process: status, owner, follow-ups, and KPIs – so good inquiries don't get stuck.
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Models and templates to copy – for routing, status, and follow-ups.
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Lead IntakeUK SolicitorsClient Conversion
Lead Intake Automation for UK Solicitors: From Enquiry to Instruction
Transform how your UK law firm handles client enquiries. Automated intake, intelligent routing, and follow-up workflows designed for solicitors.
January 19, 2026
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Intake checklist – data set, prioritization, routing, follow-ups.
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Lead Intake Checklist
All key points for a clean intake process: data records, prioritization, routing, follow-ups, and KPIs.