Pull a recent set of calls
Mark the source, the wait time, the practice-area fit, the resolution, and whether the next step was clear.
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For managing partners and firm owners
A polished demo is not proof your intake holds.Judge it on real calls instead.
Book a consultation to examine your current intake path against the system you are considering. We pull a recent sample of calls and mark source, wait time, practice fit, resolution, and whether the next step was clear.
- Judge the workflow on recorded calls, not a feature tour.
- Keep source and matter outcome connected in one record.
- Name who controls every asset before anything is built.
Choose your time
Book your consultation
Pick a time below, then bring one recent intake sample to the call.
- A 30 minute consultation, no prep deck required.
- Times shown in your local timezone.
- Need to move it later? Reply to the confirmation email.
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What happens on the call
A working review of how new matters come in.
We trace one real enquiry end to end, separate process problems from tooling problems, and put the ownership question on the table before anything is built.
Follow one chain end to end
Campaign, call or form, response, practice fit, consultation, and final matter status in one record.
Map the exit before the build
Name each asset, who controls it, how it exports, and what happens when the relationship ends.
The five things partners raise first
Your objections, answered in the order you raise them.
These are the concerns that stop the decision. Each one is a design constraint before anything goes live.
01
A smooth presentation still breaks when a real call waits, changes direction, or needs a person
Judge the proposed workflow against a recent sample of recorded calls before the firm changes how calls are handled.
02
The report stops at leads, so nobody can say which source produced a signed matter
Keep campaign, call, response, practice fit, consultation and matter status connected inside one reviewable operating record.
03
Phone numbers, analytics access and CRM fields quietly end up controlled by the vendor
Put the ownership and exit path on one page, and name who controls each asset before approving a build.
04
Switching provider starts to feel less like a decision and more like a hostage negotiation
Agree the export path in writing first, so leaving stays a decision rather than a negotiation.
05
Professional judgment gets quietly handed to software
Legal advice, conflict decisions and representation decisions stay with your people. The system routes, records and reports.
Ready to judge it on real calls?
Bring a recent intake sample and one matter that should have converted.