Prospective client file
Family matter
Contact
Verified details received
Urgency
Priority staff review
Documents
Three files attached
Next action
Conflict check and callback
Consultation request
Tuesday · 10:30 AM
Client intake software for law firms · Regina, Saskatchewan
Turn every new inquiry into one prepared client file.
WWW Legal captures prospective-client details, consultation requests, and documents in one organized workflow—so your staff can review and respond without rebuilding the file from voicemail, email, and attachments.
Designed to improve the work before a matter enters your existing practice-management system—not replace the system your firm already uses.
Prepared
New inquiry
Structured intake
Protected document upload
Organized staff follow-up
One continuous intake record
Your staff sees the full story before making the first callback.
Every step adds information to the same prospective-client record, reducing manual copying and helping the firm respond with the right context.
01
New inquiry
Capture contact details, matter type, urgency, and the reason the prospective client needs help.
02
Secure documents
Let clients upload supporting files through a protected path instead of sending sensitive documents across email threads.
03
Prepared intake file
Place the inquiry, requested consultation, documents, and key facts together for staff review.
04
Staff follow-up
Give the right staff member one organized record for conflict checking, review, and callback.
What the firm receives
Less intake chasing. A clearer file. A faster professional response.
01
Prepared intake summaries
02
Client confirmations and follow-up
03
Controlled staff access
04
Documents connected to the intake record
Professional boundaries and security
Sensitive intake information requires clear access controls and human judgment.
WWW Legal organizes intake information for authorized firm staff. It does not provide legal advice, replace conflict checks, replace professional judgment, or make legal decisions.
Core controls
- Authenticated staff workspace
- Private document-storage pattern
- Human review before legal decisions
- Software—not legal advice
Review your intake process