Legal

Intake that holds up

How legal companies use it

Eight jobs, named the way your own team names them.

  • 01

    Intake

    The whole story taken once, in the caller's words.

  • 02

    Conflicts

    Conflict checks run before anything is promised.

  • 03

    Eligibility

    Whether you can take the case, decided on the call.

  • 04

    Documents

    Evidence and ID chased until the file is complete.

  • 05

    Consent

    Recording and data consent captured every time.

  • 06

    Updates

    Clients told where their matter has got to.

  • 07

    Meetings

    Consultations booked into the fee earner's diary.

  • 08

    Escalate

    Anything urgent reaches a solicitor straight away.

Built for legal

16 of them, and the list is not the limit.

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