Example build: client intake and e-signed engagement letters for a law firm
What we would build for a small firm whose enquiries arrive by phone, email and web form: one intake pipeline, engagement letters signed online and billing that chases itself.
Example build. This shows what we'd build for law firms, using sample data from our live demo. It isn't a client result, and the business name is made up.
What it does
The business
A small firm with a handful of fee earners takes enquiries by phone, email and a website form. Notes live in inboxes and notebooks, engagement letters are drafted in Word, and the practice manager chases invoices.
The loophole
Good matters go cold between the first call and the paperwork. Every day a prospective client waits for an engagement letter is a day they keep talking to other firms.
Marketing is paid for without knowing which channel brings clients who actually retain the firm.
What we would build
- One intake form and pipeline: intake, consultation, engagement sent, retained
- A conflict-check step and follow-up reminders on every enquiry
- Engagement letters generated from intake data and signed online, with an audit trail
- Invoices with payment links and automatic reminders, plus a view of unbilled work
- Source reports from first enquiry to retained matter
The firm keeps its case management software. The dashboard handles everything before and around it.
