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Description

General Description

The Regular Enquiry is the standard workflow for high-value, commercially interesting legal or professional services (e.g., Property Purchase, Inheritance, Divorce). This format requires Admin to schedule a meeting between User and client as soon as possible to avoid losing the client to competition. 

The User must prepare a strategy before the meeting using the Strategy Guide. It utilizes the full Strategy Guide system to generate professional proposals.

Goals & Objectives


Competitive: Ensures that commercially interesting clients are not lost to the competition due to failure of the User to reach the client. We don’t leave it to the lawyer to contact the client - we establish contact with the client on behalf of the User and this also ensures that the client is made aware that their enquiry was received and is being dealt with - again, reducing the possibility that the client will be lost to competitor businesses.

Lead Qualification: Different process employed compared to enquiries from casual browsers by requiring a formal acceptance and strategy process.

Workflow Hygiene: Prevent Users from working "off-platform" by enforcing that the Quote/Offer email is generated and sent from within the BackOffice.

Response Speed: Enforce the "24-Hour Rule" to ensure clients receive immediate contact.

 

Step-by-Step Procedure


  • Intake: Enquiry received via contact form or Elevenlabs call > Laravel Assignment Interface

  • Review: Admin reviews the enquiry and determines if Regular/Paid Consultation/Direct Service Offer/Reject (as not commercially relevant)

  • User receives "New Client Assigned" notification and details of scheduled appointment. The User may change the appointment.

  • Client receives email notification that their enquiry was received and assigned to named Professional. The Client may change the appointment.

  • Strategy Formulation:

    • User navigates to the Strategy Guide tab.

    • Inputs quotation

    • Selects the appropriate template (e.g., "EU Citizen Property Purchase"). Makes any necessary edits.

    • Automatically Downloads Script for use during client appointment: 

    • Following meeting User either sends Offer Email or sets Status to Eliminated (e.g. client indicates not interested, already hired another lawyer etc) or potentially can request to Freeze status as client interested but not ready to proceed.

    • Engagement: Client accepts the offer. User begins providing service

    • Payment: User adds payment

    • Service Completed: User changes status to Completed, and completes ‘Completed Wizard’

 

 

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