Demo This is a scaled-down, working version of the end product, built for demo purposes. Nothing is saved or sent anywhere.
wollopit Intake Desk for law firms ← Back to the overview

Live demo · Blueprint No. 7818

Enquiry to open file. No info@ black hole.

This is a scaled-down version of the intake system we'd build for your law firm. Weekend enquiries get triaged by practice area, conflict checked and routed to a lawyer with the clock running. Cleared clients upload documents, sign the costs agreement and book their own consult. Have a play: every button works.

  1. 01Check today
  2. 02Triage info@
  3. 03Clear a conflict
  4. 04Chase the paperwork
  5. 05Book a consult
  6. 06Open the matter

This is the scaled-down version.

The real one is built around how your law firm runs: your practice areas, intake questions and referral list, plus conflict checks against your records in LEAP, Actionstep, Smokeball or Clio. Uploads save straight to the matter. Costs disclosure goes out through DocuSign and VOI runs through InfoTrack. Consults book against your Microsoft 365 calendars with Teams or Zoom links and consult fees go through Stripe. It's hosted and looked after by the people who built it.

Talk to us about the real one →