Back to Capabilities

Intake & CRM Systems

Generic CRMs are built for sales pipelines, not conflict checks, intake questionnaires, and referral tracking. We build the pipeline that matches how your firm actually qualifies and onboards new clients.

What we build

• Custom intake forms: Structured questionnaires that capture exactly what your practice needs before a first consultation.
• Referral & source tracking: Know which channels and referral partners actually convert into signed engagements.
• Pipeline stages built for services: Inquiry, conflict check, proposal, signed — instead of a generic sales funnel that doesn't fit.
• Direct handoff to delivery: A signed client flows straight into engagement management and billing with no re-entry of the same data.

Implementation scope

We can migrate existing contact and pipeline data from Salesforce, HubSpot, or spreadsheets, and connect the finished system to your proposal and engagement tools so nothing has to be entered twice.