Turning scattered enquiries into a managed intake process
The challenge
Potential-client enquiries arrive by email, website and phone, but the firm has no consistent triage, ownership or follow-up record.
Our approach
Map the intake journey; agree minimum data fields and routing rules; configure a shared enquiry queue; set follow-up reminders; and document escalation and retention practices.
What the firm could gain
Clearer responsibility, better visibility into pending enquiries and a more consistent client-intake experience, subject to staff adoption and the tools available.