Example · A small law firm
Halvorsen & Crane: intake to matter, in one place
A small firm's website, client intake with a conflict check, every matter with its deadlines, and the calendar: one system, with mr-bill keeping the dates and the files in order.
- BusinessLaw firm
- BuiltSite, intake, matters, calendar
- On its ownRequests to intake, deadlines flagged
Try it
Ask the firm for help on its site, then follow the request into intake, the conflict check, the matter and its deadlines.
From sticky notes to a file that keeps itself
Before
Requests in the inbox, dates in a diary
A web form that emails someone, a conflict check from memory, deadlines in three calendars.
Now
One place from first call to closed file
A request becomes an intake, the conflict check runs, and every deadline sits on the matter and the calendar.
Look around
Each part of the app, as it looks with the made-up data. Open any of them live.
A chat on the firm's own site
Someone with a default notice asks Halvorsen & Crane for help. The chat takes the facts, books a free consult and puts the request in the firm's intake queue. It never gives legal advice: a lawyer reads every request. In the demo it's an example conversation: scripted, with made-up data, and nothing is sent.
Intake with the conflict check
The request lands in intake with its parties already filled in. The conflict check runs against every client and matter, and a hit waits for a partner before the file can open.
Every matter, and what's due
Each matter with its stage, next deadline, hours and status, filtered by attorney or area. Beside it, what runs on its own: a website request added, an overdue date flagged, time logged, a hearing moved.
The file: deadlines, notes, documents, time
Tick off a deadline, add a note, log time. Ask mr-bill to set a reminder before the next deadline and it appears on the matter and the attorney's calendar.
The caseload in a pocket
The same matters as cards on a phone, with the side drawer for the rest.
What it does every day
- Website requests become intakes with the facts filled in
- A conflict check on every new matter
- Deadlines on each matter and on the calendar, overdue ones flagged
- Notes, documents and time on the file
- Changes made when you ask for them in plain words
