Law firm intake: send case summaries for free consults

Intake coordinators miss free-consult submissions in conflicts checks, risking lost consults. This sends concise case summaries to attorneys and supervisors so intake and counsel can triage and schedule quickly.

Overview

Missed free-consult flags turn into missed matters and frustrated clients. This workflow converts each conflicts-check free-consult into a concise, attorney-ready summary and alerts supervisors so intake and counsel can triage immediately. Expect faster response times and far fewer missed consults.

Notable Features

Send concise case summaries
Notify attorneys and supervisors
Flag urgent consults for triage