Intake Workflow Audit
A concise plan for capturing, assigning, scheduling, and following up on consultation requests.
- Intake source and routing map
- Required fields and status rules
- Recommended fix plan and timeline
For small law firms
Turn consultation requests into booked calls and clean follow-up.
A TinyOps workflow connects your website form, intake inbox, call-back tasks, calendar, and matter or CRM list so every new consultation request has a next step.
Good fits
For intake requests that stall between form, phone, and calendar.
CaptureEvery new inquiryBring form submissions, emails, missed calls, and voicemail into a shared intake queue.
QualifyReady for reviewKeep practice area, location, urgency, preferred contact method, and referral source attached.
ScheduleBooked consultationCreate the staff task, calendar hold, CRM lead, or matter-intake row the office already uses.
Follow upOpen-inquiry listShow which inquiries still need a call-back, scheduling step, conflict check, or status update.
Packages
Choose the first result you want delivered.
Workflow Build
Consultation follow-up automation configured in the agreed tools.
- Intake capture and task creation
- One calendar, CRM, matter-list, sheet, or inbox update
- Setup notes for the office team
Process
Built around the way your office already handles intake.
1. Send the current intake path
Website form, phone handling, intake inbox, calendar, CRM, matter list, and follow-up steps.
2. Get the price and delivery plan
You get the audit or build recommendation, timeline, and what will be live at launch.
3. Launch the first intake workflow
Confirm capture, assignment, scheduling status, and follow-up before expanding.
Law firm workflow request
Send the intake flow your office wants fixed.
Share how consultation requests arrive, where call-backs are assigned, and where scheduling or status should stay visible. You get the recommended package, timeline, and delivery path.
Start