Qualify inquiries and book consultations without interrupting your team.

Professional firms receive inquiries all day, and many need the same intake questions before anyone can say whether you can help.

Where requests get lost.

Partners and associates answer the same first questions for every inquiry.

The first meeting is spent collecting basic facts.

IDs, contracts and statements requested one message at a time.

Filings and renewals followed up one client at a time.

How it runs, to the finish line

AskThe client describes the matter, by button or in their own words.
IntakeYour approved intake questions are asked: matter type, urgency and background.
DocumentsThe documents you request are collected under the handling you agree.
BookA consultation is requested, and your team confirms it.
RemindConsultation and deadline reminders go to clients who agreed.
EngagementThe finish line we measure.

The Leak Audit maps every step from the first message to engagement, and shows the fix working, within 72 hours of meeting you.