Where every lead
and matter lives.
A sample intake pipeline for a fictional firm - every lead, matter and deadline below is made up. It's fully interactive: simulate a new inquiry, answer the one waiting, move leads down the pipeline, toggle deadline reminders and watch the numbers move. The same engine fits a law, accounting, advisory or consulting practice.
Estate plan
Okonkwo Family
Incorporation
Delaney Holdings
Will + POA
M. Petrov
Lease review
Brightwater Cafe
Tax dispute
S. Ravindran
Shareholder agreement
Hartley Group
Real estate purchase
N. Achterberg
Annual compliance
Cormier Ltd.
Estate administration
J. Whitfield
Trademark filing
Voss & Lang
Tip - answer the red inquiry, advance leads down the pipeline, or simulate a new one and watch it get an instant auto-reply.
Matter deadlines - automated reminders
Every active matter gets a reminder sequence that escalates as the deadline approaches - so a filing or court date never sneaks up on you.
Trademark response
Voss & Lang
Annual filing
Cormier Ltd.
Court submission
Hartley Group
Document signing
J. Whitfield
“Did anyone reply to this?” threads
One pipeline every lead moves through
Leads that go cold over a weekend
An instant auto-reply on every inquiry
A filing deadline that sneaks up
Reminders that escalate as it nears
“What’s the status of my matter?”
A live stage on every engagement
Yours would be built around
how your practice actually runs.
No two practices intake the same way. Tell me where leads slip and deadlines hide - the inbox, the spreadsheet, the sticky notes - and I'll build the system that runs it.