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Give prospective clients a clear first step.

Someone with a legal concern wants to know whether you handle their type of matter and how to contact the firm. This guide explores a focused inquiry flow that keeps case assessment with your legal team.

Questions that arrive while your team is busy

A visitor wants to check whether you handle their type of matter.

Someone needs the consultation process and office details.

A question about legal rights needs a qualified legal professional.

Practice areas and consultation requests

  • Use the services, hours and answers your team approves
  • Keep the inquiry and contact details together
  • Make the request process clear to visitors
  • Give the next person enough context to respond
  • Review the conversation your customers would receive

Questions before you start

Start with your services, hours and approved answers. A private test lets you review the conversation. We’ll discuss any industry-specific information, privacy requirements and system access with you before choosing the right scope.

Creating your workspace is free. Compare current service options on the plans page; any paid service is confirmed with you before it starts.

Make the first inquiry useful to your team

Bring a typical new-client inquiry. We’ll discuss the questions, privacy requirements and handoff that help your legal team decide how to respond.