Enquiry capture and routing
Collect the agreed initial contact information and bring requests into a shared intake view. Route them to the appropriate staff for review.
Automation for Law Firms
We set up and manage the administration around prospective-client enquiries. Capture requests, route them for staff review and coordinate consultation scheduling and follow-up without automating legal judgment.
Example Workflow
From a Request to a Staff-Approved Consultation
An administrative intake example; the firm defines what may be collected and when staff review must occur.
Receive the enquiry
Capture the approved initial contact details.
Acknowledge
Send the firm’s agreed response and next-step information.
Staff review
The firm handles conflict checks, suitability and routing.
Schedule and remind
Coordinate the approved consultation and follow-up.
Support Intake Before the Legal Work Begins
The workflow should make it easier for staff to see a request, review it and arrange the right next conversation.
Consultation administration
Configure scheduling, confirmations and reminders around the firm’s availability and intake process. Keep pending follow-ups visible.
Intake visibility
Track enquiry source, consultation status and outstanding staff actions. Use reporting to review the process without treating a lead as an accepted matter.
Keep Matter Decisions With the Firm
This is administrative support, not legal advice, automatic conflict clearance or acceptance of a client relationship. Confidential information, approved tools and human review requirements are defined with the firm.
- Ryzolv
- Configure the agreed intake, communication and scheduling workflows; maintain and refine them.
- Your team
- Define confidentiality boundaries, review enquiries and make all professional and client-acceptance decisions.
Questions About the Work
Does the workflow give legal advice?
No. Its scope is intake administration, scheduling and follow-up. Legal advice and professional decisions remain with the firm.
Can it automatically clear conflicts?
No automatic conflict clearance is implied. Staff review and the firm’s existing checks remain part of the intake process.
What information should the form collect?
The firm defines the necessary initial information and privacy boundaries. We configure the approved fields and routing rather than asking prospects to submit unrestricted matter details.
What Would You Like to Automate?
Tell us about your business and the work you want to improve.