Solo attorneys: never miss intake messages or updates

Solo attorneys miss outcome intake messages in channel threads, causing intake steps to stall and updates to be overlooked. Get direct messages to the attorney so intake is actioned quickly.

Solo attorneys: never miss intake messages or updates

Overview

Missed intake messages erode client trust and stall new matters for solo law firms. This workflow routes outcome intake posts into direct messages for the attorney and intake owner, eliminating missed follow-ups and helping ensure intake is actioned promptly; users report faster responses and fewer overlooked updates.

Notable Features

  • Notify attorney via direct message
  • Link messages to original channel post
  • Assign intake owner when posted

Solo attorneys: never miss intake messages or updates