Contact
Tell us about your intake and matter handoff
Email us. David or Vidur reads every message and replies. A first conversation, a mapped handoff or a small pilot are all welcome starting points.
What helps us answer well
- Your firm or practice area, and your role
- The intake or practice-management system you use today
- The handoff that breaks most often: inquiry to consultation, consultation to engagement, or engagement to matter open
- Who currently owns the conflict and acceptance decision, so we know who the software would wait on
- Whether anyone on staff is technical enough to help maintain a new system
- Any date that matters, such as a renewal or a busy season
What not to send
Do not send passwords, production credentials, or records about your patients, clients or customers. We do not need them for a first conversation.
What happens next
We reply by email and suggest a discovery call. After the call you get a short written summary of what we heard. There is no charge for that and no obligation.