Capture complete details
Collect contact information, matter type, source, notes and the information the firm needs for initial review.
FROM INQUIRY TO MATTER
Law firm intake software built for consistent follow-up.
LawFirmAxis gives firms a structured path from a new inquiry to an approved client and matter, with ownership, status and follow-up activity visible to authorized staff.
Track every status
Separate new, reviewing, contacted, qualified, declined and converted inquiries instead of leaving progress unclear.
Assign responsibility
Make the next follow-up and responsible staff member visible so inquiries do not depend on memory.
Support conflict review
Organize names and related information for the firm’s controlled conflict-check process.
Convert approved intake
Create connected client and matter records after the firm decides to proceed.
Measure the pipeline
Review inquiry volume, outcomes and response activity to understand how prospective work moves through the firm.