Intake worth your firm’s name.
For firms who think intake deserves the same care as the legal work that follows.
Intake is the first thing a client experiences from your firm. That makes it part of the service you offer — whether you’ve designed it that way or not.
Most firms haven’t. The contact form went up once and hasn’t been touched since. Follow-up depends on who’s at their desk. The intake form is the same regardless of the matter. Consultation prep happens during the consultation.
A firm with excellent legal work and a careless intake is a firm whose service is inconsistent.
Initio is built for firms that want intake to be part of the service they offer, deliberately.
Most inquiries wait. A morning, a day, a weekend — depending on when someone gets to it.
Initio replies within the hour — written specifically to their inquiry, in your firm’s voice, with a link to your booking calendar. Not instant, deliberately. A reply that lands too fast reads like a bot, and that’s the opposite of the impression you want to make.
- Prospect submits a form0 min
- Sits in an inbox, unanswered+2 hr
- Prospect books elsewhere+37 hr 50 min
- Prospect submits a form0 min
- Personalized reply + booking link+39 min
- Consultation booked+53 min
A firm that depends on remembering is a firm with open loops everywhere.
Each loop in the pipeline is a small wait for the client to return something. Initio closes each one on its own — no one at the firm has to remember to nudge, re-send, or check.
Intake form on booking. Engagement letter and retainer link on acceptance. Welcome and matter on payment. Three loops, each closing on its own.
The retainer clears.
Then what?
Most firms go quiet. The client signed something important, paid something significant, and then waits.
Initio sends the welcome the moment the retainer clears. The matter file is already created and organized. The client’s first day as a client doesn’t start with silence.
Nothing to configure.
Setup is short and guided — connect your website form and set your consultation availability, and you’re ready for your first inquiry. There’s no workflow to build, no fields to map, no deciding how intake should work — Initio already made those calls.
Day to day, it comes down to one decision — a new inquiry arrives, and you decide whether to take it on.
Inquiries get a personalized, firm-branded response and a calendar link before they reach a competitor.
Intake on booking. Engagement letter on acceptance. Welcome on payment. Nothing waits on someone remembering.
Retainers route through a real IOLTA trust account. Compliance is built in, not bolted on.
Inquiries get a personalized, firm-branded response and a calendar link before they reach a competitor.
Intake on booking. Engagement letter on acceptance. Welcome on payment. Nothing waits on someone remembering.
Retainers route through a real IOLTA trust account. Compliance is built in, not bolted on.
Initio changes how your firm shows up to every new client.
That’s a real commitment, and we don’t expect you to make it on faith.
If Initio hasn’t worked for your firm within sixty days of your first payment, request a refund from your dashboard. See the conditions →
One button, and we’ll take it from there.
Make the first impression worth the firm’s name.
Starting with the next inquiry.