Recto · The starting point
What the site did before
Sending the legal intake form simply returned visitors to the homepage. Nothing confirmed receipt or explained what would happen next.
Case file 04 · Estate planning
When it comes to legal intake, the sender leaves knowing the message arrived and what happens next. Staff handle a single thread per customer instead of matching duplicates.
Before the build
Verso · The problem
What that meant day to day
With legal intake, uncertainty produced extra work on both sides: repeated submissions from visitors and reassurance calls for staff who would rather have been answering real inquiries.
What we built
A summary page and follow-up email now meet every submission, explaining the path to an intake callback, subject to the firm's conflict review, how to amend details and when a reply should be expected.
- Confirmation page
- Acknowledgment email
- Correction contact
- Opening-hours guidance
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 confirmation page work from this file. Live in 7 days from the first invoice.
Timeline
25 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 25
Handover
The finished work passes to the firm's team, on the last of the working days.
What changed
When it comes to legal intake, the sender leaves knowing the message arrived and what happens next. Staff handle a single thread per customer instead of matching duplicates.
Our legal intake confirmation says plainly what happens next. Nobody should have to telephone to find out whether a form worked.
Questions about this file
01How long did the private client law firm build take?
25 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 intake router, 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.