Explain approved scope
Share released service descriptions, office information and the firm's preferred first-contact process.
Professional services
Give prospective clients a clear route to understand your approved service scope and leave a structured request—without providing regulated advice or implying a professional relationship.
A familiar customer moment
A prospective client wants to know whether the firm handles their type of work and what information to prepare. A focused first conversation can collect the problem, timing and preferred follow-up for review.
Share released service descriptions, office information and the firm's preferred first-contact process.
Capture the project or matter type, timing, contact preference and concise background without giving advice.
Keep the customer's own request attached to the structured enquiry instead of reducing it to an inbox subject line.
Send the enquiry to the appropriate team or existing consultation process with a truthful status.
Example workflow
“Can your firm help with this type of work, and what should I prepare?”
EveryHello shares the firm's approved service description, gathers a concise initial request and contact details, then confirms that the team can review it.
Illustrative product workflow; an enquiry does not create a professional engagement.Clear boundaries
Questions for this workflow
No. The firm must complete its own conflict, suitability, engagement and authority process before any professional relationship exists.
It may share approved public service information. Advice, conclusions and consequential decisions remain with appropriately authorized professionals.
Talk to Michael about this customer journey. EveryHello starts with R1,000 once-off activation and R259 per month from activation.