Intake that qualifies, verifies, and onboards without chasing.
Built for law firms, clinics, accountants, and anyone whose first client touchpoint is a form, a call, and three follow-up emails.
Four parts of intake worth automating.
Intake forms & capture
Smart forms that adapt to answers. Data lands in your practice management system already structured, not as a PDF someone has to retype.
Qualification & conflict checks
Automated conflict searches, fit scoring, and triage against your ICP. Unqualified leads routed out before they hit a fee earner.
Engagement & KYC
Engagement letters, ID checks, and payment on file. E-sign and verification built in. Client onboarded without a back-and-forth.
Handover to practice
Matter opened, tasks assigned, welcome email sent. The fee earner starts with context, not a cold file.
Prototype first. You see it before you buy the full build.
Prototype
We pick one workflow and build a working demo against your real data. Two weeks, so you see it before committing.
Build
If the prototype lands, we scope the full system. We build it end-to-end with weekly check-ins. Typically six to ten weeks.
Install
Deployed inside the systems your team already uses. Docs, runbooks, 30-day warranty. You own the code on day one.
Fixed price. No day rates. No surprises.
One-off, fixed scope
- Prototype against your real data
- End-to-end build (data pipes, logic, UI, alerting)
- Install inside the tools you already use
- Documentation and runbooks
- 30-day post-install warranty
- Full source code, in your repo, on day one
Cancel any month
- Monitoring and alerts on production workflows
- Maintenance fixes and model upgrades
- Priority on new builds and adjustments
Skip it and you still own the code. No lock-in.
Convert more of the leads you already have.
Twenty minutes, no pitch deck. We talk about where your intake is leaking.
Book a 20-min intro