Law Firm Intake Desk
Score the case before it takes an hour of partner time.
- Funnels
- 4
- Workflows
- 43
- Pipelines
- 5
$397
agency licence
20 min
to import
VERT-0 // PROFESSIONAL SERVICES
Professional-services buyers are qualified or they are a waste of an hour. These snapshots front-load the filter: intake forms that score before they book, pipelines that mirror an actual matter or engagement, and onboarding that collects documents without three reminder emails written by hand.
VERT-01 // THE LEAK
Every snapshot in this group is built against these four failures rather than against a feature list.
01
Unqualified consults eating partner hours
02
Intake information collected three times over
03
Proposals sent into silence
04
Onboarding that resets every time a coordinator leaves
VERT-02 // THE SNAPSHOTS
Score the case before it takes an hour of partner time.
$397
agency licence
20 min
to import
The snapshot you install in your own agency account first.
$497$797
agency licence
25 min
to import
VERT-03 // DONE FOR YOU
Installation is fixed price and fixed turnaround, white-label by default. Your client sees your brand on every asset and every recording.
VERT-04 // QUESTIONS
PRO // NEXT STEP
2 snapshots for this group, each with an unlimited sub-account licence and a written install guide. Or hand the whole client build to the desk.
Unlimited sub-accountsWritten install guidesUpdates included
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