Enquiry automation for UK law firms

A clearer route from first enquiry to consultation.

IntakeFlow Legal helps firms collect the right matter details, acknowledge enquiries quickly and route suitable prospects—while your team retains control of conflicts, advice and matter acceptance.

See how it works

Human review by design · No automated legal advice

Illustrative intake route

Human controlled
01New enquiryReceived
02Matter detailsQualified
03Staff reviewHuman check
04ConsultationReady

Your staff make every legal and acceptance decision.

Configured around your firm

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Built around the way your team already handles enquiries.

We map one practical workflow around your current website, inbox, calendar and review process. The aim is to remove repetitive administration—not introduce another system for your team to manage.

01

New enquiry

Website, inbox and telephone enquiries enter one clearly defined intake route.

02

Matter details

Practice-specific questions collect the information your team needs for an initial review.

03

Staff review

Your team retains control of conflicts, suitability, legal judgement and matter acceptance.

04

Consultation

Appropriate prospects receive the right next step or consultation booking route.

The operational outcome

Less chasing. Better-prepared conversations.

Each stage is designed to give prospective clients a clear response while giving your team better information and a cleaner next action.

01

Faster first response

Acknowledge new enquiries promptly, including those received outside normal office hours.

02

Better initial information

Ask the right questions for each practice area before the enquiry reaches a fee earner.

03

Cleaner team handovers

Route each enquiry with a clear summary, next action and visible audit trail.

Responsible by default

Automation around professional judgement—not instead of it.

Your solicitors remain responsible for conflicts, advice, risk decisions and whether a matter is accepted. The workflow supports that process without crossing into legal judgement.

  1. 01Human review for sensitive, uncertain or unsuitable enquiries
  2. 02Minimum necessary information collected at each stage
  3. 03No automated legal advice or matter-acceptance decisions
  4. 04Clear ownership and audit trail for every handover

What is included

A working first workflow—not a strategy document.

We begin with one high-value enquiry route, build it around your current process and refine it with your team.

  • One practice-area intake workflow
  • Matter-specific qualification questions
  • Immediate acknowledgement email
  • Internal staff alert and routing
  • Optional consultation booking step
  • Simple lead and handover dashboard

Founding client offer

Start with one measurable intake improvement.

A free workflow audit identifies the strongest first use case. Suitable founding clients receive implementation at the introductory rate below.

Founding clientFirst 3 suitable UK firms
£500implementation

Then £149 per month for monitoring, maintenance and workflow improvements.

No obligation. We will confirm suitability before any paid work begins.

Questions

Clear boundaries from the start.

Does IntakeFlow provide legal advice?

No. IntakeFlow Legal builds operational enquiry workflows. Your firm retains control of advice, conflicts, risk decisions and matter acceptance.

Do we need to replace our existing systems?

No. The first workflow is designed around your current website, inbox, calendar and day-to-day process wherever practical.

What happens during the free audit?

We review one enquiry route, identify the main administrative friction and map a practical workflow for your team to consider.

Is the founding client price available to every firm?

It is limited to the first three suitable UK firms so the initial implementation can receive close support and structured feedback.

A practical first step

See where one clearer workflow could reduce manual follow-up.

intakeflowlegal@outlook.com