Law Firm Intake Infrastructure
Your firm paid to create the opportunity.Intake should protect it.
EG Fusion engineers the systems between first contact and follow-up, helping law firms capture opportunities, qualify them, route them, and expose the gaps that put revenue at risk.
Attention queue
Opportunities awaiting action
Missed call, no follow-up
An inbound opportunity went unanswered and has no callback on record.
The Business Problem
Generating the lead is only the beginning.
A prospective client can call, submit a form, or enter your CRM successfully and still become a lost opportunity. Delays, qualification gaps, unclear ownership, and missed follow-up can quietly break the intake process.
- 01
Generate
Marketing spend creates the inquiry.
- 02
Capture
Call, form, or CRM entry begins.
- 03
Qualify
The right questions get asked.
- 04
Route
The matter reaches the right owner.
- 05
Follow Up
Someone acts while it matters.
- 06
Retain
The opportunity becomes a retained client.
Every handoff is a place opportunity can be lost.
The EG Fusion System
One intake operation. Two technology layers.
EG Fusion helps strengthen what happens before an opportunity enters the firm's workflow and what happens after it gets there.
Intake Automation
Move the opportunity forward while it still matters.
- 01Capture
- 02Qualify
- 03Structure
- 04Route
- 05Notify
Revenue Intelligence Platform
See where opportunity is slipping through the operation.
- Monitor
- Detect
- Prioritize
- Recover
Intake Automation
An inquiry should arrive ready for action.
Capture the information your firm needs, apply consistent qualification logic, and deliver structured intake to the people and systems responsible for the next step.
The visible edge
The simple intake experience is only the visible edge of a larger workflow.
What the system does
- Matter type
- Illustrative
- Representation
- None on file
- Timing
- Within window
- Routing
- Assigned owner
Getting the opportunity into the system is one problem.Knowing what happens next is another.
Revenue Intelligence
See the opportunities your intake operation is leaving behind.
Missed calls, incomplete follow-up, and stale activity are easy to overlook when the evidence is scattered across the operation. Bring the signals together and make the gaps visible.
Know What Needs Attention
Surface missed calls and follow-up gaps before they disappear into yesterday’s activity.
Prioritize the Right Work
Give the team a clearer view of which opportunities need action.
Understand What Happened
See the operational story behind the activity instead of working from disconnected records.
Built for Legal Intake
The details that decide whether an opportunity moves forward.
Legal intake is more than collecting contact information. Timing, representation status, qualification, routing, ownership, and follow-up all shape what happens next.
After Hours
An opportunity arrives when nobody is available.
Representation
The prospective client may already have counsel.
Qualification
The right questions need to be asked consistently.
Routing
The opportunity needs to reach the correct destination.
Follow-Up
Someone needs to know what happened next.
Visibility
Management needs more than a list of calls.
Good intake is not one interaction. It is a chain of decisions and handoffs.
Workflow Fit
Strengthen the workflow. Don't replace it just to add automation.
EG Fusion is designed around the systems and processes your firm already relies on. Structured intake can move into the CRM, communication channels, and workflows your team uses every day.
Lead Sources
Calls, forms, campaigns
EG Fusion
Capture and qualify
Structured Intake / Routing
Consistent, owned
CRM + SMS + Email
Your channels
Firm Workflow
Where work happens
Control by Design
Automation should make the operation clearer, not harder to understand.
Clear Workflow
Understand how information moves from intake into the people and systems responsible for the next step.
Human Oversight
Your firm defines the criteria, workflow, and decisions that matter.
Operational Visibility
See activity and gaps with enough context to act while the opportunity still matters.
Why EG Fusion
Built by a software engineer who lived inside legal intake.
EG Fusion brings together more than 15 years of software engineering experience and seven years inside a high-volume legal intake environment supporting hundreds of law firms nationwide.
That experience exposed the operational reality behind the calls, forms, handoffs, CRM workflows, and follow-up decisions that determine whether an opportunity moves forward.
EG Fusion was built to engineer better systems around those moments.
Edward Güereque
Founder & Software Engineer
Start with the Operation
Where is opportunity slipping through your intake process?
Let's look at how opportunities enter the firm, how they move through intake, and where better systems could reduce friction or improve visibility.