CLIENT INTAKE FOR PH LAW FIRMS

From First Call to Signed Engagement — Without Losing Track of a Lead

DueCounsel gives Philippine law firms structured client intake — capture inquiries, run conflict checks, schedule consultations, track referral sources, and convert engaged leads to full case workspaces with one click. Built for firms of all sizes.

Everything your firm needs

Built specifically for Philippine law firms.

Lead Lifecycle

New → Contacted → Consultation Scheduled → Engaged → Converted to Case. Or mark as Not Accepted with reason tracking.

Conflict Check

Notes field with cleared/pending status. Conversion to case is blocked until the conflict check is cleared — protecting your firm from conflicts of interest.

Consultation Scheduling

Schedule consultation dates, record notes, and quote fees in PHP. Track which leads have scheduled consultations and which are pending.

Referral Source Tracking

Walk-in, Referral, Website, Social Media, Former Client, Court/Bar Association, Advertisement — know where your clients come from.

Contact Preferences

Phone, Email, In Person — record how each client prefers to be reached.

Philippine Case Types

Civil, Criminal, Labor, Family, Immigration, Corporate, Tax, Administrative, Election, Environmental, IP — all supported at intake.

One-Click Case Conversion

Convert engaged leads to full case workspaces with one click. Auto-creates Matter with client info pre-filled from the intake form.

Intake Form

Client info (name, email, phone, address), case info (type, description, opposing party), conflict check, referral source, consultation details.

DueCounsel vs Other Options

FeatureDueCounselOther Tools
Conflict checkRequired before conversionOptional or none
Case conversionOne-click with auto-filled matterManual re-entry
PH case types11 Philippine case typesUS/UK case types
Referral tracking7 sources including Walk-inLimited

Frequently Asked Questions

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