Professional services: every lead, worked.
Enquiries land by phone, form and email. The firm that follows up first wins. Make it you.
Partners only see the good ones.
Senior time is the scarcest thing you have. Gatridge captures matter type, urgency, budget and contact details, then books the consultation only when it's worth it.
Qualification
Structured questions per service line, captured as fields not free text.
Consultation booking
Against real diary availability, with buffers and travel time respected.
Routing
To the right practice area, office or partner, first time.
Conflict pre-checks
Flags a potential conflict before an appointment is offered.
Follow-up cadence
Automated sequences that stop when the client responds.
Source attribution
Which channel produced the enquiry, and which produced the fee.
The first fortnight decides the relationship
Engagement letters, ID checks, document collection, status updates. Same steps every time, which makes them easy to automate and fatal to forget.
- Onboarding checklists per service type, with owners and due dates.
- Document collection that chases itself until the file arrives.
- Status updates sent without a partner drafting them.
- Matter tracking visible to whoever picks up the phone next.
Every enquiry answered. Every next step owned.
Bring us your intake process and one month of enquiry data. We will show you where the leaks are.