Law practice intake: never miss consultation requests again

Intake coordinators at law firms miss consultation emails in shared inboxes, delaying client intake and risking lost clients. Alerts surface each request to scheduling staff so appointments get booked.

Overview

Law practices lose matters when consultation requests go unseen, creating frustrated prospects and missed appointment opportunities. This workflow routes consultation emails directly to intake and scheduling staff and creates assignable follow-ups, eliminating missed inquiries and delivering faster response times.

Notable Features

Flag consultation emails instantly
Route requests to scheduling staff
Create assignable intake tasks