From the first inquiry to the signed retainer
AgentThe intake agent does the admin, from the first inquiry to the open matter.
Your team keeps the personal touch: every call and every email to a client. If you want, the agent drafts those emails for your team to review and send.
AgentAn agent does the step Orange: a person at your firm acts or decides
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Agent
Every new inquiry picked up, from each of your sources
From your website form, booking page, shared inboxes and phone notes.
Pipeline updated in Clio Grow: added to Intake
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Agent
Every inquiry checked against your open matters in Clio first
A possible conflict: nothing is drafted, and a person decides
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Agent
A callback brief, emailed to whoever makes the call
OutlookIllustrationFromIntake agent
SubjectCallback brief: Aline Moreau, Monday 2:00 PM
- Who they are
- Aline Moreau, booked on your booking page
- What they need
- A parenting schedule after a separation. Nothing is agreed in writing yet.
- Any date they named
- None
- What to ask on the callback
- Whether anything is agreed, in writing or not
- Where the children live now
- Whether another lawyer has acted for her
After the call, reply “Fit” or “Not a fit”.
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Fit or not, by reply after the callback
Whoever makes the callback
Calls them at the time they booked
Replies “Fit” or “Not a fit” in Outlook or Teams
“Fit”: the agent books the lawyer’s consultation.
“Not a fit”: the agent prepares the call sheet for the decline call.
Pipeline updated in Clio Grow: Intake → Consultation booked, or Not hired
If it stallsNo “Fit” or “Not a fit” by the end of the booked time: your intake team is reminded in Outlook or Teams.
Teams · Intake channelIllustrationIntake agentMonday
Moreau (family): the callback booked for 2:00 PM today has no “Fit” or “Not a fit” yet. Reply once you have called.
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Agent
Your retainer template, filled in from the lawyer’s consultation note
The fee and the deposit, taken from the note.
The lawyer
Reviews it
Replies “Approved”, or the change, in Outlook
Whoever sends your retainers today
Sends it for your client’s signature, as today
Pipeline updated in Clio Grow: Consultation booked → Retainer sent
If it stallsStill unsigned after the days you set: your intake team is reminded in Outlook or Teams, and follows up with the client.
Teams · Intake channelIllustrationIntake agentFriday
Moreau (family) was sent the retainer on Wednesday. No signature is recorded yet: time to follow up with the client.
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Agent
Once the client signs: the matter opens in Clio
DonePipeline updated in Clio Grow: Retainer sent → Hired
