Put intake information where your team works.
Make the connection from first conversation to your existing workflow part of the design.
Legal platforms
Clio
Client systems, scheduling and workflow
Connections are configured around your firm’s software and intake workflow.
Start with the record your firm needs.
Agree where a prospective client belongs in your systems and which information should move there: contact details, matter type, intake answers, screening outcome and the next action.
Practice management and legal CRM
Scope contact matching, intake notes and the appropriate lead or matter record. Define which fields can be updated and which must remain under your team’s control.
Calendars and scheduling
Connect the approved appointment journey to the right lawyer, practice area and availability. Agree how confirmations, changes and booking failures are handled.
Forms, websites and attribution
Plan how online requests enter intake and whether campaign or source information can be carried through to the firm’s records.
Notifications and handover
Send the agreed information to the team that needs it, through the channels your firm approves. Define the owner and fallback for anything requiring attention.
Engagement systems
Where required, scope the next step into your approved document, signature, secure-upload or payment workflow after the necessary firm review.
Connect your legal software.
Scope the intake workflow for Clio Grow, Clio Manage, Lawmatics, Actionstep, MyCase and other practice platforms, including LEAP, PracticePanther, Smokeball and Filevine. Agree the contacts, intake fields, notes, tasks or matter records the connection should handle.
Connect scheduling, website forms, phone routing and approved engagement systems around that handover. The implementation can use a direct connection, an automation service or a custom integration, depending on the product and access available.
Agree the connection before the build.
Tell us which products your firm uses. We review the available connection methods and agree the fields, permissions and actions in scope. The setup is tested against repeat contacts, missing information and failed actions before launch.
Connection options depend on the product, account plan, region and access available. We confirm the supported workflow for your setup rather than assuming every connection supports the same actions.