Capture a general inquiry
Collect limited contact information and a brief, nonconfidential reason for seeking a consultation.
← All industries
Korenact for legal intake
A structured introduction. Professional judgment stays with your team.
Evaluate general inquiry capture and consultation scheduling for legal practices, with staff control over sensitive or case-specific questions.
Plan your first workflowAn example conversation
“I’d like to schedule an initial consultation with your office.”
- 01Gather limited contact and scheduling details.
- 02Apply the practice’s action permissions and approval requirements.
- 03Schedule only the permitted appointment or send the request to staff for review.
Illustrative workflow. Available actions depend on your configured rules and connected system.
Where to start
Make everyday requests easier to manage.
Coordinate the first meeting
Prepare a consultation request for the connected calendar, subject to your practice’s approval process.
Preserve professional boundaries
Queue advice requests and case-specific questions for authorized staff instead of treating them as approved actions.
A consistent introduction
Clear consultation requests
Staff ownership of substantive advice
A clear scope
Know what’s included.
Begin with general intake using approved information. Do not rely on Korenact for legal advice, conflict checks, filing deadlines, privilege determinations, or case-system access. Confidential workflows require professional and security review before activation.
Google Calendar supports booking, lookup, and supported appointment changes. Calendly supports booking, lookup, and single-invitee cancellation; direct rescheduling is not available. Account authorization and workflow evaluation are part of activation.
Your next step
Bring us one workflow worth improving.
We’ll help define the scope, connection, rules, and evaluation.