Stop unreviewed intake leads for solo attorneys now

Attorneys miss completed intake forms, delaying client intake and matter openings. It marks leads as Needs Review in your case system so intake staff and attorneys see and act on them quickly.

Overview

Small law firms risk stalled client intake when completed forms go unseen. This workflow flips completed intake leads to Needs Review in your case system so intake coordinators and attorneys see priority leads and act without delay, eliminating missed follow-ups and creating a clear audit trail for every new matter.

Notable Features

Set lead status to Needs Review
Notify intake coordinators instantly
Flag leads for manual review