The enquiry at 19:00 instructs whoever answers first.
Intake, onboarding documents and chasing, run inside your case management system.
What we run
- Enquiry capture and first reply
- ID and conflict-check prep for the fee earner
- Engagement letters chased to signature
- Client documents chased
First review
The number we measure first.
Minutes from enquiry to first reply
Model it, build it, stand behind it
Three steps. You can stop after the first.
Review
Where requests and documents stall, and what each fix is worth.
- Length: About a week
Build
One client journey, live in your systems, against a written baseline.
- Length: Two to four weeks
Run
We operate and extend it. If it misses, the fix is ours.
- Length: Monthly, cancel any time
Discretion is the job
Every action sits behind one of three gates.
Runs on its own
Confirmations, reminders, filing.
Drafts, then waits
Replies, quotes and documents a person approves.
A person decides
Payments, anything sensitive, anything leaving the firm.
Every access logged. Sensitive data kept apart. No client named without consent.
Built in our own operation first
Alea runs on the same layer we build for clients. We open it up on the call.
Our own operation
Pipeline, content and operations run by agents, with a person approving what leaves.
Two businesses, one operator
One open-source agent rebuilt into a production operations layer, run by one person.
Systems we work inside
- Clio
- LEAP
- Actionstep
- Proclaim
- Osprey Approach
Answers for this industry
How do small law firms automate client intake?
Who can set up automated client intake for a law firm?
Should a law firm buy intake software or hire an intake coordinator?
See what your firm asks twice
Thirty minutes. Under NDA if you prefer. No obligation.