Know who needs an answer.
Give every inquiry a home, an owner, and a next step—even when the owner is you.
For law firms with 1–5 lawyers
When you’re with a client, who follows up with the next one?
An inquiry arrives while you’re in a meeting. Someone hasn’t booked. A consultation needs preparing. Here’s a practical way to keep each person moving, without keeping it all in your head.
Get the free intake guide6 pages · Sample messages · A worksheet you can use today
A practical guide
A little less chasing.
A little less chasing.
A clearer process. More room for your clients. - 01Capture
- 02Respond
- 03Screen & book
- 04Prepare
- 05Follow up
Small steps. A more dependable process.
You don’t have to fix everything at once.
Make the next step easier.
Use clear messages for booking, preparation, and follow-up, so people know what to do.
Start with one improvement.
Use a simple scorecard to see where things get stuck and choose what to change first.
A look inside
Practical enough to use.
Human enough to send.
The guide walks you through the process in plain language, with examples you can adapt to your firm.
From page 5 · One of six sample messages
Offer help taking the next step.
Hi [Name], would you still like to arrange a consultation with [Firm]? You can choose a time at [booking link], or reply if you need help scheduling. If your plans have changed or you would prefer no more follow-up, please let us know.
Replace the brackets and review the wording with the responsible lawyer before using it.
See the worked scorecard
| What we’re looking at | Where are we now? | What would be better? |
|---|---|---|
| Time to a useful response | 8 business hours | 4 business hours |
| Eligible inquiries that book | 6 out of 10 | 7 out of 10 |
| Overdue follow-ups | 5 | 0 |
Examples, not benchmarks or promised results. Use your own numbers; “not tracked yet” is a useful starting answer.
Free PDF download
Give your next inquiry
a clear next step.
Get From Inquiry to Prepared Consultation, including all six sample messages and your first-improvement worksheet.
Your guide is ready.
Start with the worksheet on the last page. Pick one thing that needs chasing, and give it an owner and a date.
Download your PDFPreview complete. No contact was saved and no email was sent.
Talk through your intake process with Sage →When you’d like a hand
We can build this for you.
Our AI-assisted system can help put this intake and follow-up process in place, so you can spend more time on the people who came to you for help.
One-time setup
From $750
One agreed workflow: inquiry tracking, customized messages, supported scheduling, reminders, and testing with you.
Ongoing support
From $250/month
We run and check the workflow, review results, and make limited adjustments. Legal questions and client decisions stay with your firm.
Book a 30-minute call with Sage
Scope is agreed before work begins. Any required third-party software or usage fees are quoted separately.
Before you begin
A few useful answers.
Is this for a firm like mine?
The guide is written for solo attorneys and firms with up to five lawyers. It covers the everyday work around an inquiry: responding, screening, booking, preparing, and following up. Your firm’s lawyer sets the rules for legal questions, conflicts, and accepting a matter.
Do I need new software to use it?
No. Start with your existing tools. The guide helps you decide what needs to happen, who owns it, and when. If you want help implementing it, we’ll review your current tools and agree on the supported connections before quoting the work.
Will downloading it sign me up for sales emails?
Only if you choose the optional email checkbox. The guide is free either way. You can ask Jax to update your preferences at any time.
Querystead™ by SageRock helps small law firms with intake, scheduling, and follow-up. Jax is our human and AI partnership at SageRock.
Meet Jax