Register the enquiry source
Keep channel, contact claim, received clock, marketing permission source and preliminary subject category.
Workflow blueprint
Legal CRM software should mark the boundary between an enquiry and an authorised matter
An enquiry register, not legal advice, conflict clearance, client acceptance, engagement, privilege determination, identity verification or marketing consent.
Preserve acquisition and permission sources, minimise preliminary facts, route conflict and suitability questions and require evidence before matter conversion.
TL;DR — Preserve acquisition and permission sources, minimise preliminary facts, route conflict and suitability questions and require evidence before matter conversion.
Limit preliminary information
Collect only routing facts, restrict sensitive narratives and warn that submission does not create representation.
Route independent reviews
Separate conflict-input preparation, lawyer review, referral, consultation scheduling and declined-enquiry disposition.
Gate matter conversion
Require acceptance authority, engagement source, client and matter identifiers, team assignment and CRM-to-matter receipt.
Page-specific decision aid
An acquisition source, contact claim, permission source, preliminary subject, restricted narrative, conflict-screen input, referral, consultation, acceptance and matter-conversion register
The register follows a web enquiry that names an opposing party and requests an urgent consultation. Restricted facts enter a separate review lane, marketing remains off, and no matter record opens until an authorised acceptance and engagement source arrive.
- ✓A form submission is not representation.
- ✓A name search is not conflict clearance.
- ✓A scheduled call is not client acceptance.
Scope first
What Codeblix would confirm before implementation
This page is an operational blueprint. The final workflow, screens, permissions and integrations depend on your current process and agreed implementation scope.
- ✓Marketing permission never derives from an enquiry alone
- ✓Conflict outcomes stay restricted
- ✓Declined records retain governed disposition
- ✓Identity advice conflict clearance representation privilege suitability consent engagement and retention compliance excluded
Relevant Codeblix foundations
Review the existing product areas that support the proposed workflow.
Use the related planning tools
Run the operational calculation, save the result in the URL and share it with your team.
Map this workflow to your operation
Tell Codeblix how work moves today. We will confirm the practical scope before proposing an implementation.
Discuss your workflow