Client Intake
Client Intake for law and accounting firms
Prospective clients answer a few short questions on your website, day or night. Your firm gets a report with what it needs before the first call.
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Before you start
This assistant collects information so Waptus Lontra Law can decide whether it can help. Using it does not make you a client, and Waptus Lontra Law has not agreed to represent you. Please do not share confidential details yet. An attorney will contact you if Waptus Lontra Law can take the next step.
If you are in danger, call 911.
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How it works
How it works
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A prospective client answers a few questions
On your website, one question at a time, with a short notice first where your firm needs one.
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You get an email with a link
The email carries no facts. The details stay on the report page.
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You call them back
With the dates, names and services already in front of you.
Firms
Pick your firm
Each firm type has its own questions and report.
Live demo
Try it as a prospective client
Play the prospective client. The email with the report link goes to your inbox, the way your firm's requests would reach you.
- 01Tell us where to send the report
- 02Answer as a prospective client on an example firm site
- 03Open the report from the link in your email
Demo running
You're the prospective client now
Answer the way a new client would. When you send the request, the email with the report link goes to your inbox.
- 01Pick a matter or a service, for example family law or an IRS notice
- 02Answer a few short questions
- 03Send it, then check your email
The demo is open
Check your inbox.
The report for this demo is on its way to .
The request isn't sent yet.
The report goes to after you tap Send to the firm at the end of the chat.
You've run a few demos today. Come back tomorrow, or book a call and we'll walk you through it.
Example screens use fictional businesses and demo data.