Inquiries and consults
Inquiry forms and consults
How public inquiries enter Estate Link and move toward intake and matters.
What it is
Inquiry forms let prospects reach your firm and land inside Estate Link instead of a disconnected CRM.
Why it matters
Estate planning engagements often start with a consult. Keeping that first contact in the same system that will hold intake and the matter reduces handoffs.
What to expect on a demo
We walk through how an inquiry becomes a consult and how your team decides when intake should begin.