Template
Client Intake & Referral CRM
Every enquiry captured, sourced and followed up.
The front door of the practice: enquiry capture, conflict screening, referral source tracking and follow-up cadences, in one installable Notion system.
$59
Buy nowWho it's for: Practices losing work between the phone call and the file.
What's inside
- Enquiry capture with conflict screening built in
- Referral-source tracking that shows where work comes from
- Follow-up cadences so no enquiry goes quiet
- Hand-off into your matter system when the file opens
Delivered instantly after checkout, no shipping, no waiting.
