Professional services
Intake is where good matters go to wait.
Firms do not usually need a chatbot on the homepage. They need qualification, conflicts and follow-up to move at the speed the market already expects.
The constraint
Web forms dump into email. Conflict checks are a scavenger hunt. A qualified matter waits because nobody owns the next step.
What Stage 2 examines
01How inquiries are captured, scored and routed
02Conflict and intake steps that still live in inboxes
03Follow-up after a consult that did not convert
04What partners can see about pipeline without a Monday meeting
Transferable proof
I do not invent legal case studies. These are systems I actually built. The pattern transfers.
Book Stage 2
30 minutes. Directly with Jaryd.