IntakePlanned workflow
Practice-specific enquiries
Organize questions and qualification around the firm’s practice and policies.
- New enquiry response
- Missed-call recovery
- Intake qualification
- Conflict-review handoff
Legal clarity. Real results.
Keep every enquiry moving.
Legal intake and client care designed to keep enquiries, consultations, documents and sensitive handoffs moving through your firm.
Pilot · In preparation
Built around the way you work.
Personal injuryFamily lawCriminal defenseImmigrationEstate planningBusiness lawEmploymentOther practices
Counvera · One everyday moment
What needs attention in intake?
A prospective client contacts the firm. Intake gathers the approved information and routes sensitive questions to the responsible attorney.
- 01Capture the intake context
- 02Coordinate the consultation
- 03Hand sensitive work to the attorney
An example of the intended workflow. Your connections, permissions and launch scope are confirmed during setup.
Explore the product exampleCounvera features
The work behind a better day.
Explore the workflows designed for your business. We agree the scope, connections and permissions before activation.
Practice-specific product work and the intake workflow package are prepared. Customer connections and a live firm pilot remain to be confirmed.
ConsultationsPlanned workflow
Booking & follow-up
Keep prospective clients moving toward an appropriate consultation.
- Booking invitations
- Consultation reminders
- No-show recovery
EngagementPlanned workflow
Documents & signatures
Keep administrative requests visible while the firm controls their content.
- Missing-document reminders
- Unsigned engagement follow-up
- Approved e-sign steps
- Approved payment-link steps
Client carePlanned workflow
Sensitive-message handoff
Route sensitive questions to an attorney and give staff a clear handback process.
- Message triage
- Attorney escalation
- Human take-over
- Quiet-hours holds
Firm operationsProduct preview
Priorities & briefs
Design a practical view of waiting clients, consultations and outstanding work.
- Owner notifications
- Daily & weekly briefs
- Automation health
- Role-specific priorities
ReputationPlanned workflow
Reviews & responses
Prepare appropriate follow-up after an eligible engagement.
- Review requests
- Review reply drafts
- Managing-partner escalation
One exampleA clear next step.
A clear next step.
In your business’s language.
A prospective client contacts the firm. Intake gathers the approved information and routes sensitive questions to the responsible attorney.
Illustrative owner surface. Not live business data. No messages are sent or records changed by this preview.
Managing partnerAttorneyIntake / front deskOperations staff
Ask Sherify
Counvera · Product example
What needs attention in intake?
Illustrative response
Three consultations from last week have no recorded follow-up.
Each is listed with the consultation date and the intake source. A follow-up is prepared for each and waiting on approval. No legal assessment is made.
DataFictional example
ActionsNone performed
SetupConfirmed separately
- Prepared
- Approved
- Executed
- Verified
Prepared for your approval. Nothing has been sent.Approval required
Illustrative interface. Not live business data.
Counvera packages
Choose the right fit.
Monthly membership and one-time setup, clearly separated. Usage and optional services are additional.
Your starting point
Solo
$599 / month
$1,500 one-time setup
A solo practice with a focused intake process.
Membership & additional costs
Business workspace, your vertical configuration and agreed workflows. Setup covers the agreed onboarding work. Exact access, support and scope are confirmed in your proposal.
Calls, messages, email, AI usage, connected services and optional managed work are additional. No unlimited usage is implied.
More involved operations
Firm
$999 / month
$2,500 one-time setup
A firm coordinating intake, attorneys and client care.
Membership & additional costs
Business workspace, your vertical configuration and agreed workflows. Setup covers the agreed onboarding work. Exact access, support and scope are confirmed in your proposal.
Calls, messages, email, AI usage, connected services and optional managed work are additional. No unlimited usage is implied.
For a larger operation
Multi-Office
From $1,799 / month
From $5,000 one-time setup
Multiple offices or a complex firm-wide rollout.
Membership & additional costs
Business workspace, your vertical configuration and agreed workflows. Setup covers the agreed onboarding work. Exact access, support and scope are confirmed in your proposal.
Calls, messages, email, AI usage, connected services and optional managed work are additional. No unlimited usage is implied.
Select a package to request access. We confirm fit, availability and final terms before any payment. Your request does not create a subscription.
Your setup
Your attorneys own the legal judgment.
Counvera supports administrative intake and client care. Legal advice, conflict decisions, court deadlines, matter records and engagement terms stay under your firm’s authority. Practice-management connections are confirmed individually.
Discuss your businessBefore you begin.
Are all these features active today?
Practice-specific product work and the intake workflow package are prepared. Customer connections and a live firm pilot remain to be confirmed. The feature labels distinguish product previews, planned workflows and setup requirements. Your agreed launch scope is confirmed before you pay.
What is included in my package?
We confirm your users, locations, launch workflows, connections, onboarding and support in your proposal. A feature shown on this page is not automatically included or enabled in every package.
What costs extra?
Phone, messages, email, AI usage, paid connected services and optional managed work. We agree the applicable costs and limits before enabling them.
How do I start?
Select a package and submit your business details. We confirm fit and arrange assisted activation. This website does not take payment or create a subscription.
Make your next step count.
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