Price the intake process your firm needs.
Get a proposal that makes the scope and costs clear before you commit.
Start with the work to be done.
Tell us the matter types, expected contact volume and stages of intake you want covered. Include the systems your team uses and any booking, follow-up or reporting requirements.
See what is included.
Your proposal sets out setup work, recurring service, usage assumptions, included workflows and any additional integration work. Support arrangements and the treatment of changes are agreed alongside the service.
Know how the cost can change.
Agree usage limits, any additional charges, contract terms and what happens when your firm adds channels, practice areas or system connections.
We can scope a focused first workflow so your firm can evaluate the process before deciding how far to expand.