Client intake & conflict checks
A structured intake form, automatic conflict-check against existing clients, and clear ownership for who triages each new inquiry.
Industry
Custom apps for law firms & professional services.
We build focused custom apps for law firms and professional offices — intake, matter tracking, conflict checks, client portals, and partner-level reporting. Sized for 3 to 50-person firms that don't want to live inside an enterprise platform.
Why this hurts
What we see across law firms & professional services
Most small and mid-size law firms run on a mix of shared inboxes, spreadsheets, and individual lawyer notebooks. It works until intake volume grows, until a partner asks for pipeline visibility, or until a conflict check gets missed. The big practice management platforms solve it but bring price tags, US pricing, and a forced rebuild of the books the firm already trusts. The middle ground is a focused app that fits.
Common workflows
The patterns we build for
Matter tracking
Per-matter records with owner, status, deadlines, and a shared notes thread anyone in the firm can pick up.
Partner dashboards
One screen showing pipeline, stale matters, upcoming deadlines, and revenue by practice area.
Client portals
A private area where clients submit requests, upload documents, see matter status, and message the team without long email threads.
Time and document handoffs
Workflows that move documents through review and approval without the email chain, with audit trails built in.
Generic tools
What firms in this space tend to outgrow
- Shared inboxes for intake
- Spreadsheet-based conflict checks
- Per-lawyer Word docs and personal note tools
- Generic CRMs that don't model matters cleanly
- Enterprise practice management platforms the firm only half-uses
What we'd build
Project shapes we'd take on for law firms
- Intake + conflict-check + matter tracker for a 10-30 person firm
- Secure client portal for document exchange and status
- Partner dashboard with stale-matter alerts and pipeline view
- Firm-wide deadline calendar with role-based reminders
- Internal billable-time capture that exports to the firm's accounting tool
Related case study
A real-shape project in this space
FAQ
Common questions from law firms
Will this replace our practice management software?
Sometimes yes, sometimes no. For many small to mid-size firms, a focused app for intake, matters, and client portals costs less and fits better than a full platform. For firms with complex trust accounting or billable time at scale, we usually integrate rather than replace.
What about security and confidentiality?
We design for it from the start — role-based access, audit logs, encrypted-at-rest data, and clear separation between matters. We don't store data outside Canada by default, and we walk through the security choices in plain language.
Can it integrate with our accounting or document storage?
Usually, yes. We integrate where the data really needs to flow (accounting, document storage, calendar) and leave the rest of your stack alone. Integration scope is part of the planning conversation.
Working at a law firm with a workflow that doesn't fit your tools?
Tell us what's slowing you down. We'll give you a straight answer about whether a custom app makes sense, and roughly what it would take.