Quote follow up for law firms.

Engagement letters followed up rather than left outstanding.

Legal enquiries are high value and slow to arrive, which makes each one worth handling properly. They often come in during a stressful moment for the person enquiring, and they are usually contacting more than one firm at once. Follow up is a memory problem, not a sales problem. It gets done when things are slow and forgotten when things are busy, which is precisely backwards, because a busy month is when the pipeline for next month is being lost.

What it covers for
partners and practice managers

Software that follows up every quote you send, so the ones that go quiet get chased without anybody having to remember.

  • Every quote followed up on a schedule
  • Follow ups that reference the actual job
  • Stops the moment the customer replies
  • Flags the ones that are genuinely gone
  • Nothing depends on anybody remembering
  • Outcomes recorded so you know your win rate

Built around how partners and practice managers work

Quotes are the most expensive thing most businesses produce and the least consistently followed up. The work is already done, the price is already out, and then nobody wants to be the one who chases it.

  • Enquiries answered before the person contacts another firm
  • Practice area identified before it reaches a fee earner
  • Conflict checks started early
  • Enquiries that are not for you handled well anyway

Alongside the systems you already use, or instead of them.

We build around your own enquiry flow, as a web app and an iOS and Android app, on our own post-trained models where they fit. Keep the CRM and the job management software you use today and connect the two, or let the new tool take their place. We do not buy or sell leads, and we do not run a marketplace.

*Every engagement is scoped and quoted up front. Results vary by workflow and business.

Good questions, answered

Will it annoy customers?

It follows up on a schedule you set, it references the actual job so it does not read as spam, and it stops immediately on a reply or a request to stop.

Does it work with how we already send quotes?

Usually yes. We build to the system you already use rather than asking you to move your quoting somewhere new.

Will it give legal advice?

No. It is built to gather and route, not to advise, and anything that edges toward advice is handed to a person.

How do you handle confidentiality?

It is a design constraint from the first conversation rather than a feature. What is collected and where it lives is decided with you before anything is built.

Can it work out the practice area?

Usually yes, well enough to route. Where it is ambiguous it is built to pass to a person with the detail attached rather than to pick.

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