Clio-centered route proof
Legal Intake Proof Pack
Representative legal proof showing how the no-handoff model tightens trust, practice-area fit, and intake routing before a consultation request ever reaches the firm.
Redacted representative example. These proof packs are designed to make the route logic and ownership model buyer-legible without exposing client-identifying detail.
Best fit
Clio-centered intake · Core Platform · fixed-price launch
Small and mid-sized law firms that already have traffic, already run on Clio, and need clearer matter-type routing before intake staff take over.
Route map
01 · Prospective client
Practice-area page
Chooses matter type, urgency, and preferred contact path instead of submitting a generic firmwide contact form.
02 · Website
Peak Leverage app layer
Separates disqualified matters, preserves intake context, and records the route inside the managed stack.
03 · Intake team
Clio-ready handoff
Receives the matter request with case type, opposing-party check prompt, and callback expectation already attached.
04 · Firm leadership
Portal + reporting layer
Sees matter-type volume, response-path bottlenecks, and next actions without chasing status by email.
Field mapping example
| Website field | Target field | Why it matters |
|---|---|---|
| Practice area selected | Clio intake tag / matter category | The firm stops treating every inquiry like a generic contact form lead. |
| Opposing party / conflict prompt | Conflict-check intake note | The intake team gets the first filter before booking time. |
| Urgency and deadline | Priority path for callback handling | Time-sensitive matters stop sitting in a generic inbox queue. |
| Best callback window | Intake follow-up note | The first call lands inside the prospect’s stated window instead of creating phone tag. |
Portal and reporting sample
- Milestone state: Matter-intake routes approved · portal reporting live
- Lead visibility: 12 intake requests · 9 qualified · 3 self-disqualified
- Queue health: 0 unanswered urgent matters · next review Friday
- Billing state: Core Platform active · reporting layer enabled
Before and after proof
Practice-area page load
Before
4.8s
After
0.9s
Speed and trust proof are visible before the call.
Qualified intake requests with matter context
Before
22%
After
88%
The intake team stops reconstructing context from vague form submissions.
Status emails needed from the firm
Before
Weekly
After
0
Portal and reporting replace founder-rescue updates.
Next actions
- Review the ownership boundary before you compare this against a handoff-first agency.
- Run `/check` if you need the first pass on the current site.
- Use the preview path if you want the rebuilt intake route walked live before buying.