Answers arrive in pieces
A prospective client gives a name on the phone, sends an address by WhatsApp and forwards documents by email. Someone at the firm then has to collect and enter the same information again. Missing details tend to surface only when the matter is already moving.
Let the client complete the first pass
With FirmStack, the firm sends a client-intake link. The client fills in their details and uploads documents from a phone without creating an account. The firm can send reminders while it waits for the response.
When the response arrives, a team member reviews the proposed changes before accepting them into the matter. That review step matters: the client supplies the information, while the firm remains responsible for its record.
A practical pilot test
Try the form with a fictional enquiry first. Ask whether the questions collect the details your firm needs, who should review the response and which documents the client should send at that stage. The workflow should fit your intake process, not force every practice into the same questionnaire.
