Intake that does not depend on an inbox
Every enquiry lands as a record with a source, an owner and a next step, whether it arrived by form, phone or referral.
Law, accounting and insurance practices. Intake arrives by email, client history sits across three inboxes, and the referral sources that produce the work are invisible.
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What You Get
Every enquiry lands as a record with a source, an owner and a next step, whether it arrived by form, phone or referral.
What was said, when, and by whom — visible without asking a colleague to forward a thread.
So the relationship effort and the lunches go to the people who actually send work.
Why Now
Small practices are almost entirely referral-driven, and almost none of them can say which referrers actually produce revenue. Intake arrives as an email to whoever was listed on the website, matters are tracked in the billing system, and the relationship history lives in individual inboxes. The practice runs, but nobody can see it.
What We Find
When they are away, intake stops. There is no queue, no ownership and no record of what was declined.
No consistent screening step, so unsuitable matters get further than they should before someone notices.
Which means the practice can see what it invoiced and nothing about what it nearly won or why it lost.
Everyone has an opinion about who sends the best work. Nobody has the number.
How We Fix It
HubSpot · Make · Zapier · Google Workspace · Stripe
Client confidentiality and privilege requirements are agreed in writing, with your counsel, before any system is configured.
If a third of the work comes from one relationship, that is worth knowing before the relationship changes.
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Eight categories, scored against your three closest competitors. We need nothing from you but your business name — every signal we check is already public.
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