Structured enquiry
Initial information arrives in a consistent form instead of being reconstructed from disconnected calls and emails.
Practice workflow
What happens after the client starts?
See how Legal Vault helps a solicitor practice move from first contact to clearer information and a controlled internal workflow.
1 Enquiry received
2 Review & route
3 Progress the matter
Practice side
From initial contact to usable instruction.
Practice review
The team can assess urgency, matter type, conflicts and whether further information is required.
Detailed intake
Approved enquiries can progress into matter-specific questionnaires, consent and document collection.
Controlled repository
Authorised staff work from the relevant record with role-based access, status and audit controls.
Assignment & progression
The Services & Payments dashboard can assign an enquiry or payment record to an authorised user and track it from review through engagement, active matter and closure.
Supervising view
Revenue, payment status, case stage, assignment and exceptions can be reviewed from one operational dashboard, with weekly caseload digests planned as the next oversight layer.