Part 1 · A 2:41 walkthrough
What happens after someone fills out your contact form.
One inquiry at a sample estate planning firm, followed from the contact form on its website to the consultation prep the attorney reads before they meet. Every email along the way goes out on its own.
Part 2 · After the consultation
Your decision starts the rest.
The video stops at the consultation because the consultation is yours. Once you've met, you make one decision on the lead's page. If you accept, the engagement letter and payment request go out together, and the matter opens once they've signed and paid.
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DecisionAccept, and set the terms.
Accepting is where you set the terms of the engagement, with a matter name and scope already drafted from their intake answers for you to keep or rewrite. Declining sends them a non-engagement letter instead.
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Engagement letterYour letter, with your terms.
The engagement letter goes to them for e-signature, built from your firm's template, their intake answers and the terms you set.
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PaymentPayment goes out with the letter.
The same email carries a secure link to pay. The request follows the matter's fee arrangement, and the payment goes to your trust account. The lead's page shows signature and payment side by side, so you can see which is still outstanding.
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MatterThe matter opens once both are done.
When the letter is signed and the payment made, the matter opens with its own number, the client record is created, and they get a welcome email.