Reception
Inquiries arrive with practice area and parties involved.
More qualified inquiries. More matters with real follow-up.
A system for law firms that organizes inquiry reception, initial classification and follow-up without compromising confidentiality or professional judgment.
What the solution includes.
Every solution starts from the same core and adapts its data, journey and automations to the industry.
Classification
Conflict check and initial viability questions.
Matter file
Documents, deadlines and owners per matter.
Follow-up
Next actions and status visible to the team.
The journey
How an opportunity moves through the system.
Each stage keeps information, owner and next action from first contact to follow-up.
Inquiry
A potential client describes the matter.
Initial classification
Practice area and viability are identified.
Conflict check
Administrative checks are organized.
Consultation
The professional reviews with context.
Follow-up
Engagement and matter status are tracked.
Do inquiries go cold without a reply?
We review reception, classification and follow-up to define the first stage to organize.
FAQ
Questions about this solution.
Does the agent give legal advice?
No. It shares authorized information and gathers context; anything legal stays with the professional.
How is confidentiality handled?
Roles, permissions and data separation are designed per firm.
Can it manage deadlines?
Yes: deadlines, documents and reminders can be part of the scope.
Is client information kept confidential?
Yes. Access is role-based and auditable, and the data belongs to the firm.
Can it track deadlines and matters?
Yes. Matter stages, responsible lawyer and next action are recorded, so nothing depends on one person's calendar.
Does it handle conflict checks?
It records the parties involved so conflicts can be reviewed. The legal judgment stays with the firm.
We work across several practice areas.
Yes. Practice areas can be modeled with their own stages and routing.
Do we own the data?
Yes. The code, the CRM and the data are yours from day one, with no per-user fee.