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Legal intake that turns an inquiry into a booked consult

The layer between a new inquiry and a booked consultation. It answers in under 30 seconds, captures the matter for your conflict-check review, books the consult into your calendar & writes the record into your CRM. It never accepts a matter. That decision is always the attorney's.

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01 — Answer & capture

How fast should a law firm respond to a new client inquiry?

In under 30 seconds, day or night. A family-law inquiry arrives at an urgent, emotional moment and calls the next firm on the list if it goes unanswered. A missed call gets a text back with an intake link, web forms get a reply just as quickly, and the matter is captured for your conflict-check review.

Every inquiry answered in under 30 seconds

A family law inquiry lands at an urgent, emotional moment, and it calls the next firm on the list if unanswered. Missed calls get a text back with an intake link; web forms get an answer just as quickly.

Matter details captured up front

Matter type, opposing party & jurisdiction, captured before the prospect moves on, prepared for your conflict-check review.

RK
SMS
Sunday · 20:12
I need to speak to someone about a custody arrangement.
20:12
We can help. A few questions so the right attorney reviews your matter. Which county is the case in?
20:12 · auto ✓✓
Matter: CustodyJurisdiction: Kent Co.
Conflict-check inputs
Opposing partyCaptured ✓
Matter typeFamily / custody
ReviewYour firm runs it
Answered in 38s · day or night
02 — Qualify & route

How does the system qualify a matter without practising law?

Through structured conversation. It captures matter type, opposing party and jurisdiction, the facts your firm screens on, and prepares them for review without ever running a check itself. Acceptance of representation and anything urgent always reach an attorney; routine scheduling and reminders run without one.

Your rules

Qualification by structured conversation

Matter type, opposing party, jurisdiction & the facts your firm screens on, prepared for review, never run automatically.

Reaches the attorney

Acceptance & anything urgent

Acceptance of representation always reaches the attorney. Matters flagged by your rules route immediately, with full context attached.

Handled without you

Routine intake & scheduling

Scheduling, reminders & status updates run without an attorney, so your team's time goes to the matters worth taking.

It never accepts a matter: that decision is always the attorney's.

New matter recordComplete ✓
ContactR. Keating
MatterFamily / custody
Conflict inputsRecorded
ConsultWed 11:00 · booked
Written into your CRM
Writes into
ZohoGoogle CalendarGmail
03 — Your system of record

Where does client intake software sit next to our case management system?

Contact, matter, conflict inputs and engagement status are written straight into your CRM, and the consult is booked into your calendar, so your team has a complete file in hand when they open the matter in the case management system they already run.

Writes into your CRM

Contact, matter, conflict inputs & engagement status written into your CRM, with the consult booked into your calendar.

Priced to your matter volume

Scoped to your matter volume & firm size. Tiers published on the pricing page, no lock-in, cancel any time.

Where the line is

What stays with you.

✓Legal drafting — petitions, motions, pleadings, settlement positions. Yours.
✓Conflict checks — we capture the inputs; you run the check.
✓Legal advice — every client conversation is procedural only; legal questions route to you.
✓Emotional counsel — Rosebud handles the admin; you handle clients.

Acceptance of representation is always the attorney's decision, never automated, and that is what makes the system safe to deploy in a regulated practice.

FAQs

The questions we get on every demo call.

In under 30 seconds, day or night. Missed calls get a text back with an intake link; web forms and messages get an immediate, procedural reply. The firm that responds first usually wins the consult. This makes sure that's you.

No. It captures the inputs a conflict check needs: opposing party, matter type and jurisdiction. It prepares them for your review. Running the check, and clearing it, is always your firm's.

Acceptance of representation always reaches the attorney first. Once you accept, routine intake runs automatically, covering scheduling, reminders and status updates, with everything written into your CRM.

Rosebud handles everything up to the booked consult, writing contact, matter, conflict inputs and engagement status into your CRM and booking the consult into your calendar. Once you accept a matter, your team runs it in the case management system you already use.

Consultations are booked against your live calendar, and routine scheduling and reminders run without an attorney. Anything a rule flags as time-sensitive routes to your team immediately with full context.

Every client conversation is procedural only: intake, scheduling, reminders, status. The moment a message turns into a legal question, it routes to you. The system never advises.

Yes. It's built so acceptance of representation, conflict clearance, legal advice and filing all stay with the attorney. The intake layer handles the admin around those decisions, never the decisions themselves.

It is the intake layer that works through your CRM. Rosebud answers and qualifies every inquiry, writes it into your CRM and books the consult into your calendar, and your team runs accepted matters in the case management system you already use. If you are starting without a CRM, connecting one is part of setup, so the file still lives somewhere you own.

Every build is scoped to your matters, courts and rules, tested against real inquiries, and goes live with your sign-off at each stage. Nothing runs on a client until you've approved how it behaves.

The capabilities behind it

Every plan runs all seven flows end to end.

Capture →Qualify →Book →Retain →Reactivate →Closed-loop attribution →
The offer

See how legal intake runs for your firm.

Built around your matters, your courts & the way your firm already works. Plans & pricing on the page.

See plans & pricing →