Engage Clients
Client Intake
Share your firm's public enquiry form, track prospects through each intake stage, schedule follow-ups, assign responsibility, and convert retained leads into linked client and matter records.
Share your firm's public enquiry form, track prospects through each intake stage, schedule follow-ups, assign responsibility, and convert retained leads into linked client and matter records.
Available as part of the connected LegalDesk workspace.
Available as part of the connected LegalDesk workspace.
Available as part of the connected LegalDesk workspace.
Book a guided walkthrough using a workflow that matches your firm.
Start a workspace or ask us to walk through the features your firm needs.