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Your CRM · step 2 of 2

Your CRM — starting from law firm intake

We’ll build you a real, working CRM. Right now there’s a waitlist — your answers save your spot in line, and when it’s your turn, your CRM goes live. Four quick questions: pick an answer, write your own, or skip any of them.

Question 1 of 4

Is the consultation the gate in your funnel — inquiry → consult scheduled → consult held → retained — or do you sign clients without a consult stage?

Question 2 of 4

Before a matter opens, do you need the CRM to run a name search across every past client and adverse party — the conflict check — with the result recorded on the matter?

Question 3 of 4

When a client signs, does the matter leave the CRM for a practice-management tool (Clio, MyCase) — or does this CRM track the matter to conclusion?

Question 4 of 4

Last one — matters, cases, engagements? Whatever you pick is the word your whole CRM uses, everywhere.

The open space

What did these questions miss?

Anything your business needs that never came up. Tell us in your own words — a real person reads every answer before anything gets built.

Skipped questions use the standard setup — or keep going below.

A few more questions — totally optional

Answer any that matter to you. Skip the rest and we’ll use the standard setup.

Optional · question 5

Family, PI, estate — separate intake funnels per area, or one funnel with area as a field?

Optional · question 6

Attorney referrals, past clients, Avvo — should every matter require a source (and name your best referrers)?

Optional · question 7

Flat, hourly, contingency — should the intake capture fee type and quote, so the pipeline shows expected value?

Optional · question 8

Statutes of limitations and filing dates — should matters carry hard deadlines the CRM refuses to let pass quietly?

Optional · question 9

Should prospective clients get a checklist of documents to bring — tracked per matter before the consult?

Optional · question 10

Should your CRM have a Meetings tab with calendar sync — or does scheduling stay entirely in your calendar app?

Skipped questions use the standard setup.
Your build · Law firm intake№ 20260922·draft
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