What this is
A fixed-scope build that sets up a repeatable intake process in the tools you already use, so every prospective client is captured, summarized, and conflict-checked the same way instead of depending on who picked up the phone.
What we install
A tuned intake summarizer that turns a first conversation or form into a structured matter summary with the facts, the ask, and the open questions. A Make automation that routes that summary into your matter records and triggers a conflict check before you take the work.
Everything is installed and tested in your own accounts before handoff. A recorded video walkthrough of your installed system so any staff can run the intake process without instruction. Thirty days of fix-it support after handoff so edge cases that surface in real intake get resolved.
How it works
We scope the build from a short intake and, if useful, one working call. We configure the summarizer and automation in your accounts and run a hand-off session. Turnaround is typically one to two weeks.
Who this is for
Solos and small firms whose intake quality depends on the day, and who want a consistent process that protects against conflicts and bad-fit matters from the first contact.
Credited from your audit
If you came from a paid audit, that fee is credited toward this Build. The audit is the map; the Build is the work.