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ClearBrief Law

Request Consultation

A focused path from option review to the right follow-up request.

ClearBrief Law consultation table with practice area notes and document checklist.
ClearBrief Law previewPractice-area guidance, consultation requests, and document checklist handoff.
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Intake checklist

Prepare review materials

ClearBrief Law gives visitors a simple checklist before the team reviews the request.

Required

Contact details

Provide name, email, and preferred follow-up path.

Contact / Required

Required

Context notes

Summarize goals, timing, and constraints before a human review.

Context / Required

Optional

Supporting documents

Prepare documents only for a configured provider workflow.

Optional / Optional

Start reviewed intake

Connect a provider workflow before collecting files.

Legal content is informational and requires attorney review. This demo does not create an attorney-client relationship or provide legal advice.

conversion

Consultation Request

Share the details needed for a thoughtful follow-up.

5 fields5 requiredPrivacy aware

We only use your answers for this request.

Legal CRM

Legal CRM connection

ClearBrief Law routes the request into the right follow-up workflow once the provider is connected.

CRM
Legal CRM preview

Connect the approved provider before live requests are enabled.

mode: crmprovider: Legal CRMConsultation RequestLegal CRM
Connect Legal CRM

Confirm consent, credentials, and provider review before launch.

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