Turn intake and business development into a visible firm workflow.
Use LegalsOne to capture inquiries, assign ownership, track follow-up, and move qualified opportunities into the firm operating system.
New inquiries, routing queues, follow-up owners, and conversion signals stay visible.
The operating flow for this part of the firm.
Intake breaks down when inquiries, referrals, notes, and follow-ups live in separate inboxes or spreadsheets. LegalsOne gives the team a shared intake path with ownership and reporting.
New matters can be routed by practice area, office, priority, or owner.
Leaders can review stage movement, source trends, stalled items, and owner accountability.
Coordinators can work from tasks, notes, due dates, and next-step prompts.
A phased path into the broader firm intranet.
A practical intake rollout starts with the first high-volume channel, a clear routing model, and visible ownership.
Launch intake capture
Standardize inquiry details, sources, priorities, and ownership.
Add leadership reporting
Give partners and practice leaders pipeline visibility without manual updates.
Connect downstream work
Carry qualified opportunities into matter workflows with context intact.
Governance for first contact
Intake records can include sensitive prospective-client information, so access, ownership, and auditability matter from day one.
CRM
See the module that anchors intake, routing, and relationship visibility.
Explore CRM ResourceLaw Firm CRM Guide
Read the buyer guide for evaluating CRM in a law firm.
Read the guide Next StepMap This Workflow To Your Firm
Talk through the department, users, firm-specific apps, rollout pace, and module stack that fit your team.
Request a demoMap intake and business development to a clearer workflow.
Use a demo to scope routing, pipeline reporting, follow-up accountability, and handoffs.