Recto · The starting point
What the site did before
The legal intake contact route was a single page for every kind of visitor. New business and ongoing conversations arrived indistinguishable.
Case file 10 · Estate planning
With legal intake, the inbox now describes itself. Categories come attached to each message, and follow-ups no longer masquerade as new inquiries.
Before the build
Verso · The problem
What that meant day to day
When it comes to legal intake, staff opened each message blind. Sorting new business from ongoing threads required reading everything, every morning, by hand.
What we built
A simple opening choice between a new inquiry, an existing request and a general question now leads visitors to the appropriate route. The new-inquiry path asks for practice area, county and safe callback time.
- Contact categories
- Separate follow-up route
- Relevant form fields
- Clear button labels
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 contact categories work from this file. Live in 7 days from the first invoice.
Timeline
15 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 15
Handover
The finished work passes to the firm's team, on the last of the working days.
What changed
With legal intake, the inbox now describes itself. Categories come attached to each message, and follow-ups no longer masquerade as new inquiries.
New legal intake customers and existing ones use different doors, and we can see which is which before opening anything.
Questions about this file
01How long did the wills, trusts and estates firm build take?
15 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 intake router and inquiries into your intake crm, 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.