Enquiries by practice area
Collect basic contact details and a broad category of assistance, then route the request to the agreed team. Use wording approved by the practice to limit confidential or sensitive submissions.
Websites and automation · Solicitors
Route the first enquiry without losing the next action.
Organise initial enquiries and administrative handovers. Legal advice, conflicts checks, engagement decisions and case work stay with your qualified team.
North Wales · Serving UK businesses · Scope agreed before building
The starting point
Receipt of an enquiry is not acceptance of a matter.
A public form should help someone reach the right department without encouraging them to submit an entire confidential file. The acknowledgement needs to explain what has happened and when a person will review the request.
We map the journey from initial contact through your existing acceptance and onboarding process. That makes it possible to improve routing and reminders without allowing software to imply representation or bypass a professional check.
What we can work on
Practical workflows we can scope.
Choose the part of your process that needs attention. These are possible approaches, not a fixed bundle.
Review queues and ownership
Mark an enquiry as received, assigned or awaiting a staff decision. Make the responsible person and next administrative action visible without treating an automated reply as a professional response.
Approved onboarding steps
After your team authorises the next stage, prepare the correct instructions and secure portal links. Identity, conflict and engagement checks stay inside your approved practice process.
Document and callback reminders
Use a reviewed status to remind staff or clients about an agreed administrative action. Stop or pause when circumstances change; a system should not infer legal deadlines from free text.
A useful first conversation
What to bring to the first conversation
- Your practice areas and approved initial-enquiry wording.
- The case-management platform, secure portal and current onboarding process.
- An anonymised example showing where an enquiry waits for its next action.
You stay in control
The decisions you keep
- The build does not provide legal advice, decide conflicts or accept instructions.
- Sensitive case papers and identity documents need the practice's approved secure route.
- Qualified staff own deadline accuracy, professional communications and escalation.
We check the intake and reminder features in your case-management software before proposing anything additional. A supported handover with clear permissions may be more useful than a custom integration.
Scope and support
Agree the work before it starts.
I confirm the scope, price, supplier charges and timeline in writing before you commit.
How projects are scopedThe monthly service has a six-month minimum, then 30 days’ notice. The agreement sets out the licence, support and ongoing responsibilities.
Explore bespoke websites, business automation and AI systems, or inspect named client work.
The fictional demonstration shows a design approach. It is separate from completed client work and does not show measured client results.
Before you enquire
Questions worth asking.
Can AI answer legal questions on the website?
That is outside this administrative scope. An assistant could explain approved service information and contact routes, with legal questions passed to qualified staff.
Do we have to move client files?
That is not assumed or needed for an initial workflow discussion. We can work from anonymised examples and keep documents in your established secure system.
Talk it through with Taylor
Start with one thing you want to improve.
Choose one enquiry handover that causes repeated chasing. We can discuss it using anonymised steps, without sharing client papers.