One person calls. Another uses the website form. A third replies to an old thread. Your staff is careful, but it is difficult to see whether someone acknowledged each inquiry, made a decision, or closed the loop.
For growing law firms
Make sure the next step in client intake has an owner.
An inquiry comes in Friday. On Monday, someone needs to know whether it was acknowledged, who will review it, whether the firm's conflict process has begun, and what the prospective client has been told. A form can collect information. It cannot run the decisions that follow.
Hazel & Helm finds where intake and administrative follow-up break down, designs a dependable process, and helps implement it with the right human controls.
Book a Free Introductory CallWe can discuss the process without prospective client or matter details.
Where intake slips
The gap often starts after the inquiry arrives
When intake relies on one person's memory, a promising inquiry can sit longer than anyone intended. Lawyers get interrupted for administrative updates. A rushed automation can be worse if it implies representation has begun or routes confidential information where it does not belong.
When intake relies on memory
The question is not “Which AI intake platform?” It is: what decisions happen between first contact and an opened matter, and who owns each one?
A clearer path
Intake should feel clear on both sides
The aim is a visible status for each inquiry, an owner for the next step, a point for attorney review, and consistent communication that does not imply the firm has accepted representation. That clarity can extend to document requests and matter opening.
We review the firm's existing policies and tools, trace a bounded administrative process, and design the change around your practice. Automation may help with acknowledgments, routing, or scheduling prompts. Conflicts, acceptance, legal advice, and confidential information handling remain under firm control.
The engagement
What Hazel & Helm is hired to solve
Bring a recurring problem such as inquiries without a clear disposition or administrative steps that stall matter opening. We investigate the cause, recommend a workable strategy, and help implement the agreed response. Together we choose a measure: perhaps time to first response, inquiries without a documented next step, or time spent on matter opening.
- Trace
- Identify
- Design
- Implement
- Measure
The first step is a free introductory call about the process, without discussing confidential matter details. If Hazel & Helm is a good fit, we will propose the paid work with scope, access, timeline, and review points agreed with firm leadership. The engagement does not replace legal advice or the firm's professional obligations.
Who you will work with
A real person behind the strategy
Sara Greenlaw, Founder
Founder Sara Greenlaw's roughly 15 years working with business technology include discovery, scoping, implementation, and helping teams turn requested features into processes they can use.
Your attorneys and staff bring the legal and practice-specific requirements. The strategy has to work within them.
A good fit
A growing firm with intake or administrative handoffs that are difficult to see, and leadership willing to work through the process with the people responsible for it.
Questions
Before you book
Can we improve intake without AI handling confidential information?
Yes. Clarifying responsibilities, status, and internal follow-up can be done without sending matter details to a general-purpose AI service.
Will you replace our practice management system?
We assess how the current system supports the work first. Replacing it is not an assumed answer.
Can conflict checks be automated?
We can make the handoff to the firm's established conflict process visible. Qualified firm personnel remain responsible for its decisions and controls.
A prospective client shouldn't wait because nobody can see the next step.
Tell us where intake slows down. We will help your firm get to the cause and a solution it can supervise.
Book a Free Introductory CallPlease do not include case facts, privileged information, names, or documents in the booking form.
