Recto · The starting point
What the site did before
All legal intake mail arrived in one shared box watched by several people between other tasks. Responsibility attached to whoever felt guilty first.
Case file 07 · Estate planning
Day to day with legal intake, ownership, status and backup are visible at a glance.
Before the build
Verso · The problem
What that meant day to day
For legal intake, two people sometimes answered the same message while another inquiry sat untouched. Covering a colleague's day off meant reading entire threads just to learn their status.
What we built
Requests now arrive with practice area, county and safe callback time, an assigned owner and a straightforward status marker. Absences are covered by a nominated backup rather than by guesswork.
- Assignment rules
- Follow-up status
- Backup owner
- Internal request summary
Next
See this built for your firm's intake
A live walk-through with your practice areas, offices and inquiry routes on the screen, including the assignment rules work from this file. Live in 7 days from the first invoice.
Timeline
20 working days after content approval, including staff review and handover.
- Day 0
Content approved
The firm signs off the wording. The working days are counted from here.
- Build
Built and tested
The 4 items in this file, set up on the firm's own site.
- Review
Staff review
The firm's team reviews the build before handover, inside the same working days.
- Day 20
Handover
The finished work passes to the firm's team, on the last of the working days.
What changed
Day to day with legal intake, ownership, status and backup are visible at a glance.
The messages about legal intake always arrived. What was missing was a name next to each one. Now there is one.
Questions about this file
01How long did the estate planning and probate practice build take?
20 working days after content approval, including staff review and handover. The count starts when the firm approves the content, so the firm sets the start date.
02Which plan covers work like this?
Everything used here sits inside inquiries into your intake crm and office and attorney pages, which come with every plan, from $137 a month. The build fee is invoiced only after launch.
03Why is the firm not named?
Client firms are anonymized on purpose. The case study names the kind of practice, the region and the size, and the quote is attributed to the person who gave it, with their permission.
04Does the intake on a client site give legal advice?
No. The intake asks for the details the firm needs to reply and routes the inquiry. It is not legal advice, it never comments on the merits of a matter, and submitting an inquiry does not create an attorney-client relationship. We are not a law firm, attorney or legal service provider.
Talk to the studio
From $137 a month, live in 7 days, build fee invoiced after launch. Book a demo, or email the studio and a person replies within one working day.