How it works
From first call to fully onboarded.
One consult record sits in the middle of your intake. Everything before the consult fills it in, and everything after it runs from it.
The flow
Your team does two things. Onboardin5 does the other four.
Your team screens the caller and runs the consult. Onboardin5 handles the rest, and shows you each step as it happens.
A call comes in
Your receptionist, in-house or outsourced, screens the caller in a public form. The form tells them what to say and whether to book, refer out or decline.
The lead lands where you track leads
Seconds after the screening, the caller shows up with their answers attached. A returning caller is matched to the lead you already have.
The client books
On the call, or from a link sent to their email. If your consults are paid, they pay when they book.
The consult record is ready
The booking creates the consult with the screening already in it, and the lead moves to Consultation Scheduled.
The attorney runs the consult
Matter type, fee terms and outcome, in a form built from your fee agreement. Then Save & Emit.
Onboarding runs
The fee agreement, the matter, the invoice, the folder and the lead update, each with a receipt your team can check.
The day it doesn't go to plan
We design for the messy cases first.
Automation that only works when every field is filled in and every tool answers is a liability. We agree on these with you before anything goes live.
A required field is skipped.
We decide which fields stop the save. Nothing fires half-built, and the screen says exactly what's missing.
The client is already in your system.
You set the matching rule with us, so a returning client attaches to what you have instead of becoming a duplicate matter.
A tool is down or slow.
The step waits in a queue and tries again. Every attempt is logged, so you can see what landed and what's pending.
Two people share a phone number.
It holds the match for a person to confirm, so one client's answers never reach another client's attorney.
Thirty consults in one day.
Runs process in order under load. A heavy intake week is a longer queue, and nobody has to babysit it.
The form needs a new field.
Add a field or a case type later and we update everything downstream of it, so the change doesn't quietly break an output.
Go-live
What your team gets on day one.
A guide for each role
Written for the receptionist, the attorney and whoever watches the queue.
A map of every save
What each outcome sets off, in what order, and where it lands.
A morning check
How to read the queue, and the two or three things worth a look each day.
Training together
So the person covering intake next Tuesday already knows the drill.