Inquire2Esquire
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Features

Everything Your Intake Team Needs, Built In.

The whole of intake, in one system.

One Record, Call to Retainer.

Every call, text, document and signature sits on one case file.

CRM & pipelines

Every Lead, Where It Actually Is.

Leads arrive with their source and consent attached.

  • Pipeline boards with the stages you define
  • The case file: calls, texts, emails, documents and notes on one lead
  • Lead routing to the right firm by state
The leads list with totals for contacted, qualified, signed cases and retainers

Built-in dialer

Call from the Case File.

A progressive dialer built into the platform.

  • Progressive dialing from a cadence queue
  • Calling hours, litigator lists and do-not-call checked before the ring
  • Inbound call flows with menus, hours and language branches

More about calling

Documents & retainers

Retainers Signed on a Phone.

Upload your own PDF, drag the fields on and send it from the lead.

  • Drag-and-drop fields, pre-filled from the case
  • Client, co-signer, guardian and witness signers on one document
  • A certificate with the signing trail, filed beside the signed PDF
The retainer editor with signature and case fields placed on a sample fee agreement

Automations

When Something Happens, Do These Things.

A visual builder for everything your intake team should not have to remember.

  • Triggers: a new lead, a form, a stage change, a signed retainer
  • Steps: texts, emails, documents, tasks, waits and if/else
  • Webhooks, AI steps, Google Sheets and Excel
The automation builder: a trigger followed by assign, notify and email steps

AI

Every Call Reviewed and Scored.

Calls are recorded, transcribed and scored against your own rubric.

  • Call review: a summary, topics and a QA score on every call
  • Live call assist for what to ask next
  • AI role-play, scored on the same rubric

Reporting

The Numbers an Intake Meeting Asks For.

Every percentage uses total leads as its denominator, so the numbers add up.

  • Attribution: contacted, qualified and signed, by source against cost
  • Call cadence: every dial window as dialed, open or missed
  • Report and dashboard builders, with scheduled email reports
The call cadence board: open leads with consent, source, status and time since last touch

Everything in one place

Also Built In.

Six more tools, all writing to the same case file.

On the case file

Forms & Landing Pages

Web forms for your site and vendors; every submission is a lead.

Built for firms that respond to their leads

Run Intake on One System.

Seven days free, with your own team. Or thirty minutes with us first.

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