For Paralegals & Legal Assistants
Inquiries arrive via email, phone, web forms, and walk-ins. Every attorney wants different information collected. FirmFirst puts all inquiries in one dashboard, auto-collects intelligence, and gives you a clear workflow — so you can spend less time chasing and more time on substantive work.
Monday, 8:30 AM. You sit down with coffee and open your computer.
8:31 AM
Eight inquiries across four systems
3 new emails from the website contact form. 2 voicemails from the weekend. 1 Facebook message. 1 note from the receptionist about a Friday walk-in. Eight potential inquiries across four systems.
8:45 AM
Three attorneys, three processes
You start triaging. The estate planning attorney wants full asset details upfront. The family law partner just wants name and phone number. The immigration attorney needs visa type and timeline. Three attorneys, three different processes.
9:15 AM
Attorney asks about last week's inquiry
Attorney pokes his head in: "Did we ever hear back from that Johnson inquiry last week?" You search your email, the contact form submissions, and the office voicemail.
9:35 AM
Twenty minutes of searching
20 minutes of searching. You find it: Johnson called Friday at 4:45 PM. Voicemail. You transcribe the message and forward it to the attorney.
9:36 AM
The inquiry was already lost
Attorney calls Johnson. "Oh, I hired someone Friday evening. They called me back within an hour." A $6,000 estate plan — lost to voicemail.
20 min
Twenty minutes searching for one inquiry. And it was already lost. Multiply that by every inquiry that lands in the wrong inbox.
Prospects submit vague contact forms. You spend 20-30 minutes per inquiry calling back to collect case type, basic details, and contact preferences. That information should arrive with the inquiry — not after two phone calls and three emails.
Three attorneys, three intake processes. One uses a legal pad. Another has a spreadsheet. The third wants everything in email. There's no standard form, no standard workflow, and no standard place to look for the answer when someone asks "where's that inquiry?"
You're trained for legal research, case preparation, and document drafting. Instead, you spend hours on data entry, inbox triaging, phone tag, and manual conflict checking. The ABA defines paralegals by substantive work — but intake admin eats that time.
per new client spent on manual intake tasks — time that could be substantive legal work
ABA Legal Technology Survey
Web form, email, phone, walk-in, Facebook — all in one place. No more searching four systems when an attorney asks "what happened to that inquiry?" Every prospect, every channel, one view.
Family law form asks about children and custody. Immigration form asks about visa type. Estate planning form asks about assets. Each attorney gets the right information collected upfront — without you having to customize the process manually.
FirmFirst automatically validates contact information, checks employment, and surfaces location data before you or the attorney review the inquiry. Less manual research. Fewer wasted consultations with unqualified prospects.
Review inquiries, add your notes (case type assessment, urgency, special circumstances), and route to the supervising attorney with full context. The attorney sees your notes plus the intelligence report and makes the call. Clean workflow, no ambiguity.
Every inquiry — regardless of source — appears in one unified dashboard. Case type, contact details, and submission time are captured automatically. No manual data entry.
Inquiry arrives in the dashboard
Phone validation, email validation, employment data, and location are gathered automatically. You see a complete prospect profile without making a single call or running a Google search.
Intelligence is auto-populated
Review the inquiry. Add context: case type assessment, urgency level, conflict flags, or special circumstances. Tag it for the appropriate attorney. Your notes travel with the inquiry.
You triage and add notes
The supervising attorney sees your notes, the prospect's details, and the intelligence report — all in one view. They call back prepared. You move on to substantive work.
Attorney reviews and decides
"I used to spend my first hour every Monday triaging weekend inquiries across email, voicemail, and Facebook. Now they're all in one dashboard with notes from Friday. I spend that hour on case prep instead."
FirmFirst is designed to complement your existing practice management software. Prospect data — contact details, case type, intelligence, and your triage notes — can be exported to your PMS when the attorney decides to open a matter. Direct integrations are on the roadmap.
Yes. Each practice area gets its own intake form with specific questions. Family law asks about children and custody type. Immigration asks about visa category and timeline. You set up the forms once, and FirmFirst routes the right form to the right page.
You and the attorney see the same prospect dashboard. You can add triage notes, flag urgency, and route inquiries. The attorney makes the final decision on whether to engage. Access levels can be configured by your firm administrator.
FirmFirst is designed to be intuitive — most paralegals are up and running within the first day. Quick-start guides, practice-area-specific form templates, and email support are included with every plan.
Share the attorney page (/solutions/attorney) with your supervising attorney. FirmFirst offers a free tier (10 inquiries/month, no credit card) so your attorney can test it with zero risk. Many firms start because a paralegal recommended it.
Free for 10 inquiries per month. No credit card required.