Client intake & routing
For firms where good cases are answered too slowly, routed wrong, or left without a clear next step. Three channels, one path — measurable from week two.
- Web form, email & call notes into one intake
- Routing by practice area, location or team
- Owner assignment + 24-h SLA with escalation
- Required fields & conflict check before approval
- Three status stages (received · qualified · assigned)
- Auto follow-up for missing documents