Articles about: Routing
6 articles in this topic.
Lead Intake Form: 7 Fields That Really Help (Law Firm)
A practical minimal form for law firms: 7 fields that enable routing, follow-ups, and KPIs – without deterring clients.
Intake Routing in Law Firms: Status Model, Follow-ups, KPIs
A practical model to prevent inquiries from disappearing in the inbox: status, owner, follow-ups, and metrics.
Follow-up Playbook for Intake: 24h/48h/5 Days (incl. Templates)
A pragmatic follow-up system for law firms: 3 timepoints, text templates, stop rules, and KPIs – so inquiries don't get lost.
Status Model in Law Firm Intake: 2 Variants + SLAs (Copy/Paste)
Two practical status models for law firm intake – including owner/SLA logic, follow-up triggers, and copy/paste table.
Routing Rules vs. AI Screening in Intake: Decision Guide (Without Tool Chaos)
When a rule set is enough and when AI in intake really makes sense – with decision matrix, risks, and minimal starter setup.
Data Quality in Intake: Validation, Dedup, Edge Cases (Law Firm)
Pragmatic rules for intake data: Validation at the source, duplicate logic, and edge cases that otherwise destroy routing/follow-ups – including rule set to copy.