For small law firms: Never miss new client inquiries

Intake coordinators at law firms lose client inquiries from web forms, causing delayed intake and missed retainers. Immediate internal email alerts route each inquiry to the right attorney or intake owner so outreach starts quickly.

Overview

Small law firms lose clients and fees when intake slips—missed inquiries hurt revenue and reputation. This workflow ensures every web inquiry creates an internal email alert and a follow-up task, so the right attorney starts outreach quickly. Firms report faster intake and far fewer missed follow-ups.

Notable Features

Notify assigned attorney by email
Include contact details and tags
Create intake task for follow-up