Retainer
An intake form with practice-area questions and conflict-check names that sends each enquiry straight into Clio Grow or your own webhook, and keeps trying when the CRM does not answer.
Not legal advice.
Inside Retainer
The form
name, email or phone, practice area with its own questions, a short description, the other parties, and how they heard of you.
The notice
sending the form does not make you their lawyer - shown above the button and ticked before sending.
Clio Grow
each enquiry posted to your Lead Inbox with your lead capture token (US, EU, Australia, Canada).
Webhook
the same enquiry as signed JSON for MyCase, Lawmatics or Zapier.
Retries
refusals that can never work are reported at once; anything else is retried at 5 minutes, 30 minutes, 2 hours and 12 hours, then you are emailed.
Conflicts
other parties checked against your own list - shown to you, never to the person or the CRM.
Before you start
More for law, health & property
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Diptych
A before-and-after gallery for cosmetic practices where every case carries its photo release dates - and comes down by itself the day the release ends.