01 · Broad matter type
Capture this only where it is needed for a relevant and permitted follow-up.
Industry solutions
Legal: Organize intake while keeping professional advice with the firm.
Support appointment enquiries, matter intake and approved office information without treating an automated response as legal advice.
Useful intake, not unnecessary data
Start with the way your customers ask for help
02 · Relevant office or jurisdiction
Capture this only where it is needed for a relevant and permitted follow-up.
03 · Contact preference
Capture this only where it is needed for a relevant and permitted follow-up.
04 · Urgency for staff review
Capture this only where it is needed for a relevant and permitted follow-up.
Legal
A representative workflow
Illustrative use case—not a client result
From enquiry to a useful next step
A prospective client asks whether the firm handles a type of matter. The workflow can answer from approved practice information and request a consultation. A qualified person remains responsible for advice, conflicts review and accepting the matter.
- Route the enquiry without deciding legal merits.
- Keep correspondence and documents organized with appropriate access.
- Escalate sensitive or time-critical enquiries.
Exact workflows, access permissions and integrations should be validated with the business before release.
Recommended areas to review
Explore the relevant tools
These products solve different parts of the workflow. The assessment establishes which combination is appropriate.
Sales & CRM
AI Email CRM
An email-first customer workspace for lead capture, research, qualification, reviewed reply drafts, document filing and customer history.
Customer communication
GOC AI Helpdesk
A multi-brand email-support platform with ticket history, controlled AI assistance, approvals, routing, knowledge and reporting.
Customer communication
Reception AI
A front-desk platform for telephone calls, SMS, website chat, lead capture, appointments and customer follow-up.
Prepare the business
What to bring to a discovery conversation
Your enquiry examples
Bring a few anonymized questions customers regularly ask.
Your approved answers
Gather current services, areas, policies and intake rules.
Your handoff rules
Name the owner, next step and circumstances that require a person.
A practical next step
We learn your business first.
Start with a free Business Growth Assessment. Explore your website, competition and customer journey before deciding which technology you need.