You handle the matter.We’ll handle the intake.
We screen new inquiries, run conflict checks, draft engagement letters from your template and chase clients for missing documents.
We do, you review.
What we take off your desk.
- New client intakeEvery inquiry answered, screened and logged.
- Conflict checksNames run against your records before the callback.
- Document requestsWe ask clients for what is missing, and keep asking.
- Court formsFilled from the matter file for your review.
- Client status updatesWhere things stand, answered in your voice.
Your attorneys sign off on everything.
Nothing is signed or sent until you approve it.
That goes for all of it: clients, courts, opposing counsel.
Your existing software stays the source of truth.
We update your case management system. Nothing to migrate or replace.
Your inbox stays your inbox.
Requests, replies and confirmations land where your team already works.
We plug into your processes.
We connect the applications you already pay for and run the work the way your team does it.
- One place. Every detail from email, calls, texts and portals on one record.
- Out of documents. Names, dates, amounts and deadlines pulled from PDFs and attachments.
- Into your systems. Entered into your CRM, forms and documents.
- Follow-up. Emails, reminders and chases, sent from your inbox on your approval.
- Calls & texts
- Chat & meetings
- Case system / CRM
- Calendars
- Docs & sheets
It starts as one phone call.
One inquiry becomes a conflict check and a letter.
One letter becomes five follow-ups.
One missing document becomes a week of chasing.
You're buying completed work, and a more capable company.
Send us the intake your front desk dreads.
In 30 minutes we walk it step by step and show you exactly what we’d take off your desk.
