Client IntakeLaw

New client inquiries, ready for your conflict check

Prospective clients answer a few short questions on your website, day or night. You get the practice area, county, key dates and the names you need to run a conflict check.

Waptus Lontra LawConsultation request
  • Notice accepted 9:12 PM
  • Chat: Hi. I'm an automated assistant for Waptus Lontra Law. I'm not a lawyer, and I can't give legal advice. I'll ask a few short questions so the firm can check whether it can help. What kind of legal matter is this about?
  • FamilyEstate planningBusinessReal estateEmploymentCriminalPersonal injuryNot sure
Example After the notice

On your website

What visitors see

Before the first question, visitors read a short notice: using the form does not make them a client, and they shouldn't share confidential details yet. They press a button to continue, and we log the time. The assistant says it is automated and gives no legal advice.

Waptus Lontra LawConsultation request
  • 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.

    I understand, continue
Example Notice first
Waptus Lontra LawConsultation request
  • Notice accepted 9:12 PM
  • Chat: Hi. I'm an automated assistant for Waptus Lontra Law. I'm not a lawyer, and I can't give legal advice. I'll ask a few short questions so the firm can check whether it can help. What kind of legal matter is this about?
  • FamilyEstate planningBusinessReal estateEmploymentCriminalPersonal injuryNot sure
Example After the notice

The report

What you get

Each inquiry arrives with the practice area, the county, any court dates or deadlines sorted soonest first, and the names of everyone involved in one block for your conflict check. It also shows whether the person already has a lawyer and whether it's OK to leave them a message.

The email carries no facts of the matter. It links to the report.

Report page · signed in

Consultation request · Family

Waptus Lontra Law · received 9:12 PM Nov 6

Example

Not OK to leave a message

Family law, Example County

Urgent: hearing Nov 20

Received 9:12 PM Nov 6

Notice

Accepted
9:12 PM Nov 6
Version
1

Practice area and county

Practice area
Family
County
Example County, WA

Key dates, soonest first

Nov 20
"A hearing on November 20"

Names for conflict check

Prospective client
Sample Client
Adverse party
Sample Other Party
Other parties
None given
Copy names

Already represented

No

Short description

"Changing our parenting plan before the hearing."

Contact

Phone
(555) 010-0152
OK to leave a message
No
Call Sample Client

Consultation

Preferred times
Weekday mornings

Powered by GKTech Solutions

Example The report page, from the link in the email

Conflict-check scope

Kept to what you need

The questions stop at what a conflict check and a first call need. Free text is kept short. Your attorneys decide which matters to take.

Waptus Lontra LawConsultation request
  • Chat: Do you already have a lawyer for this matter?
  • Visitor: No
  • Chat: In a sentence or two, what would you like help with? Please keep details for the consultation.
  • Visitor: Changing our parenting plan before the hearing.
  • 47 of 300
  • Chat: What's the best phone number or email, and is it OK to leave a message there?
Example The short line, with a 300-character cap

See it with your practice areas.

We set up the notice, your practice areas and your counties, then add it to your website.

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.

  1. 01Tell us where to send the report
  2. 02Answer as a prospective client on an example firm site
  3. 03Open the report from the link in your email

Your details

We use your details to send the report and follow up about Client Intake. Privacy policy.

Example screens use fictional businesses and demo data.

Try the demo