Hale & Co. cut client intake from four days to four minutes.

[ 01 ] The challenge

Four days of email tag for every new client.

Every enquiry started a chain of emails: questions, documents, conflict checks, scheduling. Good clients gave up and called another firm.

[ 02 ] What we built

An Intake Agent partners actually trust.

The Intake Agent screens every enquiry, collects documents, runs conflict checks in Clio and drafts the engagement letter. Partners get a one-page summary and a recommended next step.

“I read one summary instead of forty emails. That’s the whole pitch.”

— Amelia Hale, Managing Partner, Hale & Co.

[ 03 ] Results

Intake takes four minutes.

Matters opened rose 31% in the first quarter, every new client is conflict-checked before a partner sees them, and nobody chases paperwork anymore.