Ernest CounselClient intake for small firms

One enquiry, start to finish.

This is what happens when a new client reaches your firm after hours. The firm and client are examples. The screens are the real product.

  1. Jane fills in your form

    She was rear-ended on the highway and she's calling firms. Your phone goes to voicemail, so she scans the QR code on your website and answers a few plain questions on her phone. It takes her about 40 seconds.

    Smith & Barnes, Attorneys at Law
    NameJane Doe
    What happenedRear-ended on I-35
    WhenToday, around 5 pm
    WhereNear Temple, TX
    Best number(254) 555-0142

    Sending this form doesn't create an attorney-client relationship.

  2. She hears back in seconds

    An email arrives from your firm, in your name, saying who will call and when. Nobody at the office had to do anything. The other two firms she called are still closed.

    From: Smith & Barnes
    We have your details, Jane

    Thanks Jane. Smith & Barnes have your details. Mr Smith will call you Monday before 10 am.

    If anything changes before then, reply to this email and it comes straight to us.

  3. She's on your list

    The lawyer opens Ernest. Jane is at the top as a new matter, with the whole story and the limitation date already worked out. No retyping from a voicemail.

    Clients and mattersMonday
    ClientMatterStatusDeadline
    Jane DoeAuto accident, I-35New12 Sep 2028
    Luis OrtegaSlip and fallEngagedRecords, 6 days

  4. Engagement letter, signed

    After the call, one click sends the engagement letter. Jane signs it on her phone and the signed copy files itself to her matter. Reminders for every deadline go out at 90, 60 and 30 days.

    Engagement letter

    Smith & Barnes, Attorneys at Law, agrees to represent Jane Doe in her claim arising from the collision of 12 September 2026…

    Jane DoeSigned 9:31 am

Want this for your firm?

We have 2 free pilot places for small Texas firms. We do the whole setup.

Apply for a pilot place