Law Firms, Consultants & Architects
CRM for consultation enquiries and professional services follow-up
Organise new-client enquiries before work begins. Capture the service requested, assign the conversation and follow through to a consultation while your case or project management system handles delivery.
- Consultation enquiry assignment
- WhatsApp information collection
- Follow-up reminders
New enquiry
ExampleInitial consultation enquiry
A prospective client asks about the process and consultation availability
Next step
Confirm the consultation with the adviser
A potential client should not have to repeat their enquiry because the first conversation was never recorded.
Sound familiar?
Where good enquiries slip away.
The same few gaps cost businesses in this industry sales every week.
- 01
Calls and messages lack a shared record
New enquiries sit with one person instead of the team handling intake.
- 02
Consultations are discussed but not confirmed
The client has a possible time, but nobody owns the confirmation.
- 03
Proposals wait without a next action
The team sends information and then loses track of the decision.
Features that matter
Built for Professional Services
Give every consultation enquiry a clear owner and next step
Enquiry routing
Assign an intake owner so new client requests do not depend on a personal inbox.
WhatsApp Forms
Collect basic consultation details in a structured conversation.
Consultation follow-up
Track confirmation calls and proposal discussions with dated reminders.
Shared customer history
Keep intake notes and customer messages visible to the people handling the enquiry.
Professional Services
How SalesCord helps
Your playbook, step by step.
From the first ad to the Google review, this is how businesses like yours use SalesCord.
- 1
Capture the service requested
Record the enquiry source and a brief description of the requested service without collecting unnecessary sensitive material.
- 2
Assign the right intake owner
Route the enquiry to the person responsible for that service and keep the first conversation together.
- 3
Confirm the consultation
Collect the basic details through WhatsApp Forms and check the adviser's availability in your existing calendar.
- 4
Follow the decision
Set the next call reminder and update the customer stage while proposals and case documents stay in your existing systems.
Your workflow
Keep enquiries and follow-ups together.
Connect your lead sources, set assignment rules and adapt your WhatsApp follow-up to the way your business works.
Where your enquiries come from
- Website enquiry forms
- WhatsApp enquiries
- Phone enquiries added by staff
- Referrals added by staff
Workflows for your business
- WhatsApp Forms
- Scheduled follow-ups
- Suggested Replies for service information
- Customer stages for enquiry progress
FAQ
Questions we often hear.
Straight answers, including what SalesCord does not do.
Does SalesCord manage legal cases or architecture projects?
No. It manages new-client enquiries, conversations and follow-up tasks. Keep case files, drawings, contracts and delivery milestones in your existing professional tools.
Can a consultation request go to the right person?
Yes. Assign an owner and use your enquiry information to direct the request to the appropriate adviser or team.
Should we store confidential case documents in enquiry messages?
Keep sensitive case material in your established document system. Use SalesCord for the contact details, enquiry summary and next action your intake process needs.
