No. 26-1147 · In re: New Client Inquiry
Intake that runs itself.
A web-form inquiry becomes an acknowledged, scheduled, document-complete engagement — without your staff touching the file until it matters.
From first contact to signed engagement
Inquiry received
The form your prospect fills out at midnight is captured, numbered, and acknowledged by email before anyone at the firm has seen it.
Consultation booked
Booking links offer only times your calendar can prove are free. Double-booking is designed out, not policed after the fact.
Documents collected
The workflow asks for exactly what the matter needs. Uploads are hashed, virus-scanned, and logged every time anyone opens them.
Engagement filed
Staff get a complete file with a task list and a timeline — review, decide, proceed. The clerical work already happened.
Entered on the record
Forms engine
Intake forms your firm edits without a developer — validation, required fields, and spam protection included.
Workflow automation
Rules your firm draws on a whiteboard, running in SQL: triggers, waits, reminders, escalations. In-house engine, no per-run fees.
Scheduling
Appointment types, staff availability rules, and exception days — with reminders that actually reduce no-shows.
Documents
Requested, uploaded, hashed (SHA-256), and every view or download written to an audit log. Deleted means recorded, not erased.
Approved sending accounts per firm, templates with merge fields, and suppression that keeps you out of trouble.
Firm dashboard
Every intake, task, appointment, and workflow run in one place — scoped to your firm and no one else’s.
A new inquiry arrives at 11:40 pm
Handled by hand
- Sits in the inbox until the office opens
- Reply typed between hearings the next afternoon
- Four rounds of email to find a mutual time
- Documents chased over weeks, filed loosely
- Staff rebuild the file from scratch at review
Handled by LawAutomation
- Captured, numbered, and acknowledged overnight
- Booking link offers only time your calendar proves free
- Exactly the documents the matter needs, requested by rule
- Every upload hashed and every access logged
- Staff open a complete file with tasks and timeline
Built around how your practice actually runs
Every practice area has a different first move. Your workflows encode yours — drawn once, executed every time.
Estate planning
Will & trust inquiries get an acknowledgment, a consultation slot, and a document request for the deed, prior will, and statements.
Family law
Urgent custody and divorce inquiries route to a priority task queue with the time-stamped first response on record.
Personal injury
Incident and injury details captured by form on first contact, with a conflict-check task before anyone invests an hour.
Immigration
Document-heavy matters get a standing request packet — identification, filings, evidence — collected with a full audit trail.
Criminal defense
After-hours capture with the response clock started at submission, so the first conversation happens while it still matters.
Bankruptcy
Means-test packets requested as a set — statements, pay records, tax returns — and tracked until every piece is in.
Confidential by construction
Client files are the firm’s liability. LawAutomation isolates every firm’s data at the query level, logs access to sensitive documents, and proves file integrity with cryptographic hashes — designed like it will be audited, because one day it will be.
- Tenant isolation enforced in the database layer, not the UI
- Per-document access log: who, when, from where
- SHA-256 integrity on every stored file
- Role-based permissions down to individual actions
Stop clerking. Start practicing.
See the whole intake pipeline working on your own matters.
Request a demo