Legal founders: never miss wildfire-impacted prospect referrals again

Co-founders miss wildfire-impacted prospects hidden in intake forms, risking lost referrals. Formatted lead alerts send intake and partner counsel summaries so cases are reviewed promptly.

Overview

Wildfire-impacted referrals often get buried in intake, costing firms critical cases and timely counsel engagement. This workflow delivers formatted alerts to intake staff and partner counsel and logs each prospect for traceable handoffs. Customers report faster handoffs and fewer missed high-priority referrals.

Notable Features

Send formatted lead summaries
Notify intake and partner counsel
Log every prospect to spreadsheet