CRM ARCHITECTURE / INTAKE / FOLLOW-UP
Legal intake CRM example
A concise portfolio example showing how legal-service enquiries can move through a clear intake and follow-up process.
THE PROCESS AT A GLANCE
Clear context.
A responsible next step.
A high-level view of the process. It presents the architecture without publishing private configuration, records or operational rules.
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01
Enquiry
Capture the source and the reason for contact.
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02
Review
Assign responsibility for the initial assessment.
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03
Consultation
Make the appointment and next action visible.
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04
Follow-up
Keep ownership and the next step explicit.
WHAT I BUILT
Designed around
the handoff.
A simple process example for prospective clients to review CRM thinking, intake stages and ownership.
This is a portfolio example, not a claim of deployed client results. No client records, sensitive case details or private workflow configuration are included.