New client management for law firm teams Every request,
assigned by
your team
See every new client request in one list, so your team knows who is handling each person.
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KINSELLA MORAN · NEW REQUESTS
Who has each request
Daniel Walsh
Sophie Bennett
Marcus Hill
Daniel’s request is waiting for reception to assign it.
FIRM RECEPTION
Assign Daniel’s request
Selected lawyer
Olivia Brennan
Practice area
Medical negligence
Assigned by reception. Your firm chooses.
Give each request a lawyer
Firm admin and reception can assign a request to the right lawyer.
Keep track of every request
Hand over to a colleague
Lawyers can pass a request to a colleague and mark when they have made contact.
PASS TO A COLLEAGUE
Pass Sophie’s request
Request
Sophie Bennett
Pass to
Olivia Brennan
The brief and conversation stay with the request.
See who becomes a client
Mark the outcome and see which requests became clients.
OUTCOME RECORDED
Became a client
Daniel Walsh
Recorded by
Olivia Brennan
A person at the firm records the outcome.
People at your firm
choose who takes
each client
Be the law firm cited in ChatGPT
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