Tieloom for law firms
Every inquiry becomes a client file in waiting.
The kind of matter, how urgent it is and who else is involved arrive with the caller, and the call back is on today's list before anyone opens their email.
The stages, in order
- 1Inquiry
- 2ConsultationA booking moves people here
- 3Client
- 4Not a fit
When Damaruka books someone on a call, they move to consultation by themselves. Nothing moves them backward, or out of a stage that ends.
What arrives from a call
Each call hangs on the caller's record with what Damaruka wrote down. When someone needs to call them back, the task is on today's list.
Examples with invented people.