EASYWORKSReady to see where your intake is leaking?
Start with the free Scan. Then the Blueprint: a written plan, credited to your build.
Every intake call answered and qualified. Consults booked automatically. Confidential by design.
Intake calls come in while you are in court or with a client. A slow callback loses the retainer to the next firm on the search results. Consults no show, reviews stay thin, and intake data gets typed twice. One retained matter pays for the year, so the Blueprint maps your intake path from first call to signed retainer, then build and run the system that answers, qualifies and books while you practise.
What we install
Calls answered in the firm’s tone, screened by practice area, qualified with your intake questions and booked for a consult. Urgent matters escalate to a person by your rules. The system never gives legal advice.
Self booking, confirmations and reminders that cut consult no shows. Intake forms feed your practice management system so nothing is typed twice. Works with Clio and PracticePanther.
Review requests at the right moment in the matter, plus practice area pages and local SEO so the firm shows up for the searches that produce signed clients.
Managed search campaigns on the terms people use when they need a lawyer this week, with a report showing cost per signed client instead of cost per click.
Voice to Report turns dictation into formatted memos, letters and file notes so the work product is done when the call ends.
Why us
Every engagement starts with a Blueprint of your intake path, after hours coverage, consult flow, reviews and ad spend. You see where retainers are leaking before anything is built.
Confidentiality and privilege language is built into the scripts. Data residency follows your province, state or bar rules, and the system never discusses the merits of a matter.
Founder led and done for you. We build only what the Blueprint finds and run it for you every month.
FAQ
No. It answers, qualifies, books and escalates. Anything about the merits of a matter goes to a lawyer.
Yes. Confidentiality language is in every script, data residency is set for your jurisdiction, and Canadian firms stay on Canadian hosted infrastructure.
Clio and PracticePanther integrate directly. Other systems get a structured hand off for intake data and appointments.
EASYWORKSStart with the free Scan. Then the Blueprint: a written plan, credited to your build.