Capture law firm inquiry emails into lead sheet

Intake staff and attorneys miss inquiry emails in cluttered inboxes, causing potential clients to be overlooked. It logs inquiries to your lead sheet so intake standardizes records and begins follow-up.

Overview

Law firms lose potential clients when inquiry emails get buried and intake can't triage consistently. This workflow captures every email into the firm lead sheet, giving intake standardized records and a clear next step for follow-up. The result is faster handoffs, fewer missed leads, and a predictable intake pipeline.

Notable Features

Capture inquiry emails as leads
Create standardized lead records
Notify intake staff instantly