Demo
Sample workspace for a fictional law firm — edit anything you like, it resets periodically.
Start free with your own inbox →Sample workspace for a fictional law firm — edit anything you like, it resets periodically.
Start free with your own inbox →3 replies waiting for your approval.
elena.marsh@example.com
What they asked
My brother is contesting our mother's will and mediation is set for the 24th. I'm named as executor. I've never done any of this before and I don't know what I'm walking into — I'd want someone with me. What does representation for something like this usually run?
How this one arrived
Arrived as a lead notification from Thumbtack — the prospect's own address (elena.marsh@example.com) was read out of it.
AI read
73/100WarmSibling is contesting their mother's will and mediation is already scheduled — a real matter with a date attached, though she is still comparing firms on cost.
Her mediation date is the pressure point, so I led with it, gave the real hourly and retainer figures from the profile, and asked the two questions that decide how much work this actually is.
marcus.chen@meridianstudio.example.com
What they asked
No, he hasn't hired anyone yet — he's threatening it but so far it's just him. The operating agreement is the standard one our accountant gave us when we set up the LLC, nothing custom. Friday afternoon works for a call if you have something.
AI read
98/100HotPartner is forcing a dissolution and a client contract renews March 1 with litigation threatened — a hard external deadline and an explicit cost question. Textbook high-intent.
He answered both scoping questions, so I confirmed what that means for his options and moved him to booking a consultation before the March 1 renewal.
sara.okafor@example.com
What they asked
My co-founder wants out and we've agreed on a number. What's involved in papering a buy-out, and how quickly can it be done?
AI read
88/100HotReady to proceed on a partnership buy-out and asked how quickly it can be papered.
Answered her lead-time question up front (2–3 weeks), then offered to hold a slot to move her toward booking.
