BespokeWorks
Concept demonstration · Professional services

Matter intake

Sample data

A new enquiry becomes an opened matter with checks, scope and approval on one record.

Harland & Reid is a fictional accountancy, legal and surveying practice. Try the same enquiry as the client, the fee earner and the partner. Two enquiries need a person to decide: one has a possible conflict, one has no deadline.

  1. Pick or submit an enquiry
  2. Run checks and build the scope
  3. Approve, return or decline

Enquiries

    Enquiry

    Identity and conflict checks

    Simulated against a seeded register

    Scope and fee estimate

    Illustrative rate card, editable in Assumptions

    Engagement letter

    Draft

    Assumptions

    Hourly rates and the minimum notice rule are illustrative and configurable. Estimates exclude VAT and disbursements.

    Activity