Client intake and matter tracking
An intake flow that prepares a usable client brief
Industries Professional services
Give people more time for the work that needs their judgement.
Client intake that arrives complete, document search that shows its sources, and first drafts from approved templates for your team to check.
Law firms, accountants, consultancies, agencies, advisory boutiques.
Where we can help
Start with the work that needs to improve most. We agree the priorities, scope and measures with you.
Document search with visible sources
A searchable document collection with access controls
Drafting support using approved templates
A draft-and-review workflow with clear responsibility
Project, workload and billing dashboards
A dashboard linked to agreed project and billing data
What we'd measure
We agree a starting point before we build, then review these measures with you after launch.
Intake effort
Measure time spent collecting and checking initial information.
Document retrieval
Check how quickly people can find a relevant source.
Work in progress
Track outstanding work and delays using agreed definitions.
Tell us what you want to make better.
Book a free 30-minute call, or email a few lines about what you need. We'll help you work out where to start.