Accounting practices
Capture the entity type, the work needed and the relevant deadline. Route the enquiry to the person who handles that service. Collect sensitive documents through the firm's approved channel once requested.
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Client intake systems for professional service firms.
Give every enquiry a clear next step while your principals are working with clients. We build the questions, handovers and follow-up around the services your firm actually provides.
Give intake and handover a clear place in the working day.
Answer a few questions and try the response on your own phone.
See automated follow-up in action.
See what happens when an enquiry gets a reply while you're busy with the job. Add your details and watch the response arrive on your phone.
It's the same system we use in our own business, built around the way you work.
- A real response from the system
- No obligation to book anything
Collect the useful details before a principal reads the enquiry.
A name and a phone number rarely tell you whether a piece of work fits. A useful intake process collects enough context for the right person to make that decision, without asking the prospective client to repeat it in three different places.
Consultancies
Record the problem, project scope, decision-maker and timing. A principal reviews fit before offering the appropriate meeting and preparing an engagement.
Legal practices
Gather administrative details needed for the firm's existing intake and conflict-check process. The lawyer makes acceptance and legal decisions. Automated replies do not give advice.
One enquiry, from first contact to a prepared meeting.
- Acknowledge the enquiry in your firm's words and explain when to expect a reply.
- Collect the agreed information and place it on one record.
- Flag missing details, urgent deadlines and anything outside your normal scope to a person.
- The responsible principal decides whether to proceed.
- Offer approved meeting times and send preparation instructions.
- After approval, send the firm's engagement paperwork and track outstanding steps.
Your existing practice software stays part of the plan.
We check its forms, calendar, permissions and available connections before deciding where intake should live. Information should have a clear home, and the person responsible for an exception should be visible. Where a connection cannot be supported, we agree a controlled handover.
Messages, acceptance rules and access permissions are reviewed with the firm before launch. Your professional judgement remains with your team.
Measure the handover, not just the number of enquiries.
Useful measures include time to first response, enquiries awaiting review, meetings booked and accepted engagements. Agree what each measure includes before comparing months. Our case summaries include a de-identified law-firm case study, with clients de-identified.
Where this fits in the wider business.
Lead follow-up keeps an unanswered enquiry moving. Client onboarding collects the material needed after acceptance. Documented procedures give staff the same instructions for repeatable work.
Does this replace the principal's first conversation?
It prepares that conversation. The system collects agreed facts and handles routine steps. Your principal decides whether to take the work and what advice or service is appropriate.
Is the scope the same for every firm?
No. The questions, approvals and software depend on your firm. We establish those in a paid systems map, with its fee agreed before booking, then quote any build separately.
See the system in action.
Try the enquiry follow-up system on your own phone. Add your details, answer a few questions and see the response arrive.