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TIERS Digital Systems · Law Offices

Connect your law firm's website to accountable follow-up.

Help prospective clients understand your practice, reach the appropriate person, and receive a clear next step. TIERS designs websites, CRM workflows, and intake operations around the firm's approved process.

A focused starting point

Review the path from inquiry to staff response.

We can scope a lead-flow review covering practice-area navigation, mobile usability, public inquiry forms, ownership, missed follow-up, and measurement. The proposed deliverable is a prioritized action summary with recommended changes, named operational owners, and verification steps.

Bring your public website, firm size, existing tools, and workflow goals. Scope, fees, access, and timing are agreed before work begins. Do not provide client files, privileged communications, or credentials through the website.

Website and CRM operations

Make the next step clear without collecting the whole matter.

01

Clear practice-area journeys

Organize attorney-approved service descriptions, locations, professional profiles, and contact options around the people the firm serves. Avoid unsubstantiated outcomes or misleading expertise claims.

02

Limited public intake

Ask only for approved contact and high-level routing information. Keep sensitive facts and documents in the firm's separately reviewed intake process.

03

Assigned follow-up

Plan CRM ownership, duplicate checks, response standards, and escalation for missed inquiries. A notification is not a substitute for someone owning the next action.

04

Human review gates

Route conflict checks, urgency, legal questions, engagement decisions, and any case-management handoff to authorized firm personnel. Do not automate acceptance of a matter.

05

Useful measurement

Measure valid inquiries, first human response, consultations scheduled and held, and firm-approved engagement outcomes. Exclude confidential matter details from marketing analytics.

06

Ongoing ownership

Document access, workflow changes, content approval, incident escalation, and maintenance so the system remains usable as the firm grows.

TIERS Intelligence Platform, with clear boundaries

Planned assistance with human control.

The TIERS Intelligence Platform is a planned, separately gated capability, not a publicly available production feature. A future firm-approved deployment could support administrative questions, high-level routing, and summaries for staff review.

TIERS Intelligence Platform must not provide legal advice, decide whether representation exists, promise outcomes, assess filing deadlines, clear conflicts, or collect privileged matter details through public chat. It must keep an ordinary contact path available when assistance is unavailable or inappropriate.

CRM, calendar, and case-management connections require separate discovery, supported access, security and privacy review, and release approval. No specific integration is activated or promised by this page.

Fictional walkthrough

An administrative handoff, not legal advice.

This is a scripted illustration. No message is sent, consultation booked, conflict check performed, or CRM record created.

PUBLIC WEBSITE

A limited request.

A visitor asks how to contact the firm's intake team. The proposed experience explains the approved contact process and warns against sharing confidential facts.

FIRM PERSONNEL

A reviewed next step.

Staff review the limited routing context and follow the firm's approved intake and conflict procedures. Urgent matters follow a separately defined escalation process.

DEFINED OUTCOME

An accountable response.

The responsible person records whether contact occurred and what next step the firm authorized. An automated response alone does not count as an accepted engagement.

Plan before connecting

Improve the existing process before adding automation.

Start with the firm's current CRM and case-management boundaries. Determine the approved system of record, permitted marketing fields, staff roles, retention requirements, and vendor capabilities before proposing a connection.

The firm's designated attorney reviewer must approve public copy, disclaimers, intake rules, and automated behavior for its applicable professional obligations. This website/CRM service is distinct from TIERS digital forensics and eDiscovery engagements.

This page describes technology services, not legal advice. It does not create an attorney-client relationship or promise more clients, revenue, or favorable legal outcomes. Public forms are not for urgent deadlines or confidential matter details.

Start with the right architecture

Start with the website and the handoff behind it.

Share the firm website and operational goals, not client or matter information. We will define an appropriate review scope before requesting any system access.

Plan a Law Office Lead-Flow Review
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