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Solo Attorney Intake Tracker

$129

Screen new leads faster. Keep intake notes confidentiality-aware.

A ready-to-use digital tracker built for solo attorneys who handle their own phone calls, web inquiries, and consultation requests. One purchase, lifetime access, no subscription.

New Inquiry Capture — Log every caller, form submission, and referral source in one place. No more scattered sticky notes or buried emails.

Qualification Checklist — Quickly assess practice-area fit, urgency level, conflict-of-interest concerns, and next-step readiness for every inquiry.

Confidentiality-Safe Notes — Record only the minimum necessary intake details. Designed to keep your notes clean and reduce unnecessary exposure before engagement.

Priority Flags — Mark each lead as Strong, Follow-Up Needed, or Not a Fit so you always know where to focus.

Follow-Up Tracker — Schedule callbacks, consultations, and next actions with clear deadlines. Nothing falls through the cracks.

Review Dashboard — Scan all active inquiries at a glance. See which leads need attention, which are moving forward, and which are closed out.

Built for the solo practitioner who needs a practical system — not a generic productivity template.