Rivac LabsLegal Client Intake
Every unqualified inquiry that eats an attorney's time and every well-qualified prospect that falls through the cracks before a consultation is booked is retained revenue a firm never sees. This service builds a client-intake process that qualifies prospects against your practice criteria, runs conflict screening before anyone's time is committed, and schedules consultations efficiently, so intake converts inquiries into retained clients instead of just logging them. It's for firms whose intake process depends on whoever happens to answer the phone, with no consistent qualification or conflict check. You get a faster, more consistent intake funnel and fewer wasted consultations.
How We’d Approach This
A clear, staged plan — not a black box
- 1
Diagnose current intake volume, conversion rate, and where prospects are currently lost or misqualified.
- 2
Pilot structured qualification and conflict screening on one practice area or intake channel.
- 3
Review conversion results and screening accuracy with intake staff and partners.
- 4
Roll out full intake, screening, and scheduling across all practice areas and channels.
What You Get
Deliverables from this engagement
- A structured prospect-qualification workflow
- Automated conflict-screening checks before consultation booking
- A consultation-scheduling process integrated with attorney calendars
- Intake-conversion reporting by practice area
Six Ways We Could Architect This
Different engagement, different build — pick the shape that fits
There’s more than one way to deliver on this service. Browse a few of the ways we’d structure the work, depending on your speed, budget, and integration needs.
Ready to get started?
Tell us what you’re trying to get done and we’ll help you find the highest-leverage place to start — scoped small enough to prove itself before you commit to anything bigger.
Talk to us about Legal Client IntakeMost engagements like this start as a $500–$2,500 pilot — see full pricing.