Context for your team.
- Enquiry
- Initial consultation
- Details
- Approved intake questions and contact details
- Next step
- Your practice reviews and responds

Make every prospective client feel heard. Our team takes enquiry details, schedules consultations and routes sensitive conversations to a person.
Talk about your businessCall activity, summaries and next steps. The context your team needs, in your owner portal.
Explore your portal
Record the enquiry using your approved intake questions and explain the next step without providing legal advice.
Check consultation availability and capture the practical details your practice needs before meeting a prospective client.
Give the right person a clear message: who called, the reason, their contact details and the preferred callback time.
Follow your instructions for sensitive matters and escalation. Your practice decides how the matter progresses.
“Could I speak to someone about a consultation?”
We use your intake guide to capture the enquiry, without offering legal advice.
