Working demonstration · Law firms

Matter intake: practice area → urgency → what they need next

Structured capture for law firms—so “needs a lawyer” becomes practice area, deadline pressure, and a clear next step. Intake staff get an instant alert.

Contact & urgency

Who is reaching out and how fast someone should respond.

Name

Phone

Email (optional)

Company name on the form (demo)

Address / location (optional) Urgency

Urgent (court / arrest / injury now) Soon (1–2 days) Schedule when convenient

Matter context

What kind of matter and how far along it seems.

Practice area

Where they are

Opposing party / conflict check (if known) Deadline or hearing date (if known) Anything else we should know?

Why they are calling (most intakes)

Pick all that apply—the short list intake desks hear every week.

Other / more detail

What do they need next?

Consult, documents, referral, or a callback window.

Goal

Preferred window

Access / callback notes Other expectations