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Case Intakes

Intake form: /intake
Email Alerts
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Automated Client Follow-Ups NEW

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AI-generated emails are sent automatically to clients. No competitor offers this — it's a key differentiator.
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Total Cases
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New (Unreviewed)
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Critical + High
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This Week
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Upcoming
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Today
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This Week
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Completed
📎 Client Booking Link

Availability Schedule

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Clients can book during your available hours. Toggle days to enable/disable them.

Blocked Dates

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Scheduled Consultations

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Intakes this period
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Intake → Retained rate
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Avg response time
Time to first review
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Follow-ups sent

📈 Daily Intake Trend

📁 Status Breakdown

⚠️ Urgency Mix

⚖️ Cases by Type

🔄 Conversion Funnel

📬 Follow-Up Automation
Emails sent—
📅 Consultation Stats
Total booked—
📄 Document Generation
Total generated—
Current Plan
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Available Plans

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