FOR PROFESSIONAL FIRMS
Intake that screens before it books your time
For legal, accounting, consulting and advisory firms, a site that earns the inquiry, and an intake that only puts the right ones in your calendar.
Built for firms whose scarcest asset is billable time
Screened intake
Structured intake gathers the facts up front and filters the inquiries that were never going to be a fit for the firm.
Consultations that book themselves
A qualified inquiry lands directly in the right person's calendar, with the matter details already attached.
One record per client
Correspondence, documents and next steps live against the client record with role-based access, not scattered across a shared inbox.