Qualify
Capture inquiry source, consult reason, and conflict-review signals before staff follow-up.
Docket & Pine - Intake discipline
Move each inquiry forward with context intact.
Trace the administrative path from first inquiry through review, consultation, and matter setup.
Docket & Pine workflow
Advance
Move the lead into consult, matter, document, and portal stages with visible status.
Report
Give owners a clear view of open consults, pending documents, and follow-up risk.
Connected operating sequence
- 1. Firm docket - Inquiry readiness, consultation preparation, and matter follow-through.
- 2. Intake & conflict review - Organize inquiry completeness, conflict status, and consultation readiness.
- 3. Consultation docket - Coordinate timing, packet readiness, and administrative follow-through.
- 4. Matter task ledger - Keep deadlines, document steps, and ownership visible.
- 5. Client correspondence - Preview document and message status from a discreet administrative view.
Follow the sequence
Demo-only boundary
All records and interactions stay in this browser tour and remain disconnected from customer and production systems.