Make a clear first impression before the first consultation.
Give new inquiries a responsible person and a planned response, while your firm follows its own intake process.
14 days · every feature · no card
Initial consultation request
- Source
- Website inquiry
- Owner
- IIntake team
- Next step
- Call about consultation arrangements
An example of the handoff, not a customer testimonial.
See who is waiting.
Keep first-contact requests from connected sources in one enquiry workflow.
Make responsibility visible.
Assign the appropriate intake teammate and keep the next callback clear.
Pick up where the conversation paused.
Keep administrative context with the inquiry so the next contact feels considered.
Keep the specialist tools that run your business. Use Kibi to keep first-contact enquiries, ownership and follow-up together. Quotes your customer can accept online are included on Team and Growth; tax invoices and pay links on Growth.
After the yes →The details. The person. The next conversation.
A real product view alongside the example, so you can see where the follow-up lives.
A few useful answers.
Does Kibi handle conflict checks or legal matters?
Keep conflict checks, matter records and engagement decisions in your firm’s approved systems.
What should our first-contact form collect?
Start with contact details and a broad service inquiry. Use your firm’s approved process for confidential information.
Your next enquiry deserves a next step.
Give it a home, an owner and someone who knows when to call back.
14 days · every feature · no card
on the next step.