New enquiries arrive with half the facts missing.
A form per matter or service type that asks for dates, deadlines and amounts before it can be sent.
Every new matter arrives with the facts. Structured, routed and handled carefully.
Intake forms per matter or service type that collect the facts, the parties and the documents up front, and route each enquiry to the right partner.
First step
Facts before the first reply
When the parties and documents arrive with the enquiry, the conflict check can start the same day.
No more follow-up emails
2018
Building and running live software since
7
Products of our own we run live
1 week
Usually all it takes to start
3
Cities: Istanbul, Amsterdam and Miami
What walks in
Where a firm loses time before a matter starts, and what we change
Who it is for
Built for firms with several kinds of work
Law firms · Tax advisers · Accountants · In-house legal
A good fit
Every new enquiry needs the same follow-up questions.
- You run a law, tax or accounting firm with several kinds of work.
- New enquiries need the same questions before anyone can decide.
- You want intake structured, routed and handled the way data laws require.
Not a fit yet
A few new clients a year?
A careful email reply is enough, and we will say so.
Come back when intake takes real time.
Not a fit yet
Want software to accept matters?
Whether to take a matter is your partners’ decision.
We collect the facts; your firm decides.
Security checklist
The intake checklist
Twelve checks we run on every firm’s intake. Tick what yours already does. Your ticks are saved only in your browser.
0 of 12 confirmed
Tick only what you can confirm, not what you assume. Several basics are unconfirmed. That is normal for an AI-built app, and exactly what the review covers. In good shape. The unticked items are where incidents usually start. All 12 confirmed. Keep it that way as the app changes.
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01
The facts
4 checks -
02
Routing
3 checks -
03
Personal data
3 checks -
04
Keeping it working
2 checks
How we work
Your matter types first, then the forms
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01 · Map
What happens
Matter Types and Questions
Per matter or service type, every fact and document your partners need before they can decide.
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02 · Build
What happens
The Intake Forms
Parties and documents up front, in your clients’ languages, on a test copy your team can try.
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03 · Route
What happens
Routed and Stored Carefully
Enquiries to the right partner, automatic replies, and personal data in one place with limited access.
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04 · Run
What happens
Keep It Running
Forms tested monthly, questions changed with your services, and a report of which enquiries became matters.
In production
We build for law, tax and accounting firms
We build and run intake, client portals and private AI search for law, tax and accounting firms. The work below shows the same engineering in practice.
FAQ
Questions firms ask about intake
No. It collects the names of the parties up front and can send them to your conflict check. The check and the decision stay with your firm.
Yes. Uploads are stored where the public cannot open them, only the people working on the enquiry can see them, and they are deleted on the schedule you set.
Usually, where it offers an API (a way for other software to send it data) or an import. We check what yours allows before we price it.
Yes, from one install with a language switch, including the automatic replies.
No. We build the software; every decision about a client or a matter stays with your firm.
