Will clients think they are talking to a machine?

Clients get a prompt, plain reply and a real next step, with your name on it. The system handles the timing and the follow-through; you handle the judgment. The experience is that your office is fast, not that it is automated.

Can it run a conflict check or engagement letter?

It can collect what a conflict check needs and send the engagement letter for signature once you say go. The decision stays yours; the paperwork stops waiting on you.

What about confidentiality?

Intake and records are kept where they belong with access logged. Nothing is shared that you did not set up to share, and the trail shows who saw what and when.

Who We Serve · Professional practices

Inquiry. Intake. Engaged. Billed.

A new client fills out your form and hears nothing for three days. They sign with the firm that called back.

Intake the same hour, engagement letter out, records in order for the people paid to be careful.

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01 Inquiry
02 Intake
03 Engaged
04 Billed

The four steps

01 · Work

01

Inquiry

Every new-client form and call lands in one place and gets a same-hour reply.
02

Intake

Conflict check, engagement letter, and the first documents requested automatically.
03

Engaged

Deadlines, follow-ups, and client updates run on a schedule, not on memory.
04

Billed

Time captured, invoices out on the first, reminders until it's paid.

In Professional practices

A law office, a CPA, an insurance agency, a financial advisor: the client who fills out your form on Tuesday and hears nothing until Friday signs with whoever called back Tuesday afternoon. Intake is the whole first impression, and most practices run it through a shared inbox.

The second half is the follow-up that happens after the engagement letter: the documents you are waiting on, the deadline nobody wants to miss, the renewal that lapses because the reminder was a sticky note. Those run on a schedule in the system, not on memory.

Careful people want careful records. Every intake, every message, every document request is logged, which is the kind of trail a practice is glad to have the day someone asks.

Questions owners ask

Will clients think they are talking to a machine?: Clients get a prompt, plain reply and a real next step, with your name on it. The system handles the timing and the follow-through; you handle the judgment. The experience is that your office is fast, not that it is automated.
Can it run a conflict check or engagement letter?: It can collect what a conflict check needs and send the engagement letter for signature once you say go. The decision stays yours; the paperwork stops waiting on you.
What about confidentiality?: Intake and records are kept where they belong with access logged. Nothing is shared that you did not set up to share, and the trail shows who saw what and when.

What you get

02 · Build

The Intake Desk

Same-hour intake, engagement out, deadlines kept, records in order

Built from The Pipeline · Quote to Signature · Invoicing and Payments · Records and Compliance

from $5,500 setup · from $999 a month

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Plus applicable WA sales tax. Every price is a starting point; the Scorecard sets the number.

How it starts

03 · Apply

Apply.

The first thing you get back is a Scorecard with your numbers in it.

No pitch, no price until you ask.