Pre-consultation intelligence
Know the matter before the first call.
Intake Desk asks each prospective client the questions their specific matter calls for, then hands your firm a structured brief, the right owner, and a reply ready for review.
Adaptive by matter type
One entry point branches into 83 legal matter types. Clients only see the questions their situation calls for.
A brief, not a form dump
Every submission arrives as a structured brief: key facts, dates with provenance, parties, and what is still missing.
Organising, never advising
No merits score, no legal opinion. Intake Desk prepares the conversation; your lawyers make the decisions.
Reply without starting from scratch
Consultation invite, request for missing information, or decline — drafted from the intake and your firm's own process, ready for review.
Turn a raw inquiry into a lawyer-ready brief
The same prospective client, before and after. Illustrative example.
Typical website inquiry
- Name
- Jane Doe
- jane@example.com
- Phone
- 416-555-0101
“I was fired Friday and they gave me a package. I don't know if it's fair.”
Someone has to call back to find out what the matter even is.
What your lawyer receives
Wrongful dismissal · Ontario- Situation
- Terminated Aug. 9 after approximately 11 years.
- Compensation
- $180,000 salary plus bonus.
- Offer
- 8 weeks' salary. Release not signed.
- Documents
- Termination letter uploaded. Employment agreement reported.
- Client objective
- Wants to know whether the package should be negotiated.
- Still to clarify
- Employment-agreement termination language and bonus treatment.
Organising only — no merits, no legal conclusions.
Better intake. Still human.
Intake Desk doesn't replace the consultation. It gives your lawyer the facts before it starts.
Prospective clients can still call, book, or ask to speak with the firm. The intake simply makes that first conversation more useful.
Tell us what happened
The client gives the firm useful context first, in their own words.
Speak with the firm
Phone and booking options stay visible throughout the intake.
Start at the facts
The lawyer enters the conversation already informed.
Works with the website you already have.
Add Intake Desk as a floating button, an edge tab, an inline intake, or simply link to a branded hosted page.
Floating button
Feels familiar to visitors and opens the firm's intake.
Edge tab
A persistent “Tell us about your matter” entry point.
Inline
Place the intake directly on a Contact or Get Help page.
Hosted page
A branded Intake Desk page, with no website development required.
One small install. Branding and intake-flow changes update automatically.
Match your firm's logo, colours and visual style while Intake Desk keeps the intake layout consistent and accessible.
How a matter moves
- 1
Client starts
A plain-language entry point identifies the likely category and matter type.
- 2
Adaptive questions
Follow-ups appear only when the information already provided makes them useful.
- 3
Brief and routing
The firm receives a structured intake assigned to the right person.
- 4
Response
A consultation invite, request for information, or decline is drafted for review.
See what better intake looks like.
Give a prospective client a better way to explain the matter — and give your lawyers a better place to start.