Automate client intake before good matters disappear in email chains
Client intake automation means: structured enquiries, automatic document requests, clean routing, and visible status from the first contact onward. The goal is not another tool. The goal is a cleaner first process.
Where firms lose time first
- Enquiries arrive via web form, email, phone, and referrals with different information quality.
- Missing documents trigger manual back-and-forth before legal work even starts.
- The right person is often identified too late, which slows response time and wastes partner time.
What gets automated
- ✓Structured intake with mandatory fields by mandate type
- ✓Automatic document requests and status logic
- ✓Routing by practice area, location, urgency, or team
- ✓Clear handoff into RA-MICRO, DATEV, Microsoft 365, or your existing stack
How a first rollout typically works
We identify where new matters actually enter today and which information is missing most often.
For each relevant matter type we define required fields, routing rules, and escalation paths.
Form, email, and internal handoff are connected so intake starts moving without manual chasing.
Everyone sees what is waiting, what is missing, and who owns the next step.
Typical starting cases
Private-client law firm
Website enquiry triggers conflict check, required document request, and direct assignment to the right lawyer.
Tax practice
New onboarding request is classified, open documents are requested automatically, and internal handoff starts in a clean sequence.
Multi-practice commercial firm
Inbound matters are routed by topic, urgency, and team capacity instead of landing in a generic mailbox queue.
If intake is already costing response time, start there
Send the bottleneck. We reply with a realistic workflow shape, likely integrations, and the fastest first step.