Leads · 2:37
From inquiry to matter
Follow a real-estate inquiry through Lawzana Flow: intake by secure link, a conflict check, an AI summary of the client's documents, an engagement letter from a template and one click to open the matter.
Transcript
- Website, contact page, Lawzana Directory: every inquiry lands here.
- Ploy is notified, from any of them.
- Two minutes later, the intake assistant replies with a secure link.
- At lunch, Lukas answers the real-estate questions.
- He uploads four documents. No account, no app.
- Then he tells Ploy he's ready to talk.
- Next morning, the lead has moved forward on its own.
- Flow checked him and the developer for conflicts.
- The AI read all four documents: a summary and key facts.
- Ask what to clarify on the call. Each point cites its page.
- After the call, Ploy logs it in one line.
- The letter starts from the firm's real-estate template, with the client, the matter and the fee filled in.
- When Lukas agrees, one click turns the lead into a matter.
- His details, documents and key facts are already inside.
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