Client intake for law practices that keeps partners on legal work

How we work with a law practice

1. 01

   Consultation: how enquiries reach your chambers

   We look at where matters come from (referrals, your website, Google, panel listings, court-referred mediation), who answers them today, and how long a new client waits before a partner sees the matter. We also look at how your practice earns: which practice areas carry the retainers, and which ones take partner time without paying for it. You get a plan: what to build, what to skip, the build cost and the timeline.

2. 02

   Build: intake, matters and documents

   Depending on the plan, that can be a clear website for the practice, an intake flow that asks only for the matter type, jurisdiction and opposing party, a conflict check against your existing matters before anything substantive is discussed, and a document checklist that follows up on its own. The matter record carries the intake conversation and the routing decision, so nothing has to be retyped.

3. 03

   Grow: getting found for the matters you want

   Once intake works, we help the right clients find you: pages for each practice area written in plain language, a Google Business Profile that answers the questions clients ask, and getting found in AI search for the matters you handle. Everything is written within the Bar Council rules on advertising, and your senior partner approves the wording before it goes live.

• Acknowledging every enquiry the same day

  A short, factual acknowledgement goes to every new enquiry: no fees quoted, no promises about outcomes. It asks the questions a partner needs to decide who should take the call.

  How AI lead qualification works on WhatsApp
• Conflict check before the first conversation

  The opposing party is checked against your matter records before a partner speaks to the client. A possible conflict is flagged to a person, never decided by software.

  Software and apps built around your practice
• Document collection without late-night chasing

  Vakalatnamas, KYC papers, agreements and orders are requested with a checklist, filed into the matter folder by type, and followed up until the list is complete.

  Automations and AI for repetitive office work
• Fee reminders tied to the engagement letter

  Reminders follow the milestones in your engagement letter (filing, listing, settlement, closure) rather than a calendar, and the tone is set by the partner for each type of matter.

  Automation for service businesses, enquiry to invoice
• Hearing dates in the client's thread

  When a hearing date or adjournment is recorded, the client gets a plain note with the date and court, so juniors stop answering the same question by phone.

  How n8n workflows connect your existing tools
• A view of enquiries by practice area

  How many enquiries each practice area receives, how quickly each one is answered and how many become matters. The numbers partners ask for before deciding where to put time.

  Dashboards and internal tools for your team

Frequently asked questions

• Can an advocate use WhatsApp and a website for enquiries under Bar Council rules?

  Bar Council of India rules restrict advertising and solicitation by advocates, so the work has to stay factual. We keep the work to answering people who contacted you first, with factual wording and no fees, rankings or promised outcomes. We are not your legal advisers on this: your senior partner reviews and approves every page and message before it goes live.
• How do you keep privileged information out of the intake?

  The intake asks only what is needed to route the enquiry: the type of matter, the court or forum, how urgent it is and the name of the opposing party for the conflict check. It does not ask for the facts of the dispute. Once the conflict check is clear, the conversation moves to whatever channel your practice uses for privileged communication, such as a meeting or email.
• Does it work with the practice management software we already use?

  Often, yes. Some practice tools have an API or can import and export data, and some do not. We check yours during the Consultation. If a direct connection is not possible, we look at simpler options such as a shared folder structure or a sheet the team already maintains, before suggesting anything new.
• Will this replace our juniors or clerks?

  No. It takes the repetitive part of their day off them: acknowledging enquiries, chasing documents, answering questions about hearing dates. Every judgement stays with a person, including whether to take a matter, what to charge and anything to do with the case itself.
• What happens in the Consultation?

  We go through how enquiries reach you, who handles them, which practice areas you want more of and where the team loses time. You get a written plan: what to build, what to skip, the build cost and the timeline. If the practice does not need new software, the plan says so.