Before a free first call, send the client your Tellbrief link. They answer about 30 questions about the business. You check the names for conflicts, then read a short brief, so the call starts with their questions.
$75 a brief, never more than $199 a month per lawyer. Your first three briefs are free.
Alex Morgan · Selling through stores or distributors
Brief locked until you clear the names.
ClearDecline
Brief · Example CoIssue 1
The recipe may not be fully theirs
Ask on the callWhat settles itScope you could offer
After the call
Did they hire you?YesNot yetNo
How it works
It starts after the client books
Send your link. Put it in your booking confirmation, and every new client gets it.
They answer about 30 questions. Most take one tap. It’s free for them, with no account. They get a copy of their brief, with no legal advice or conclusions in it.
You run the conflict check first. We email you with no client details. The brief stays locked until you clear the names on your dashboard. Rule 1.18 advises learning only what you need to decide whether to take the matter.1
You read the brief and take the call.
How it differs from a blank intake form
A blank intake form
Tellbrief
Questions
The ones you write
About 30, built for business matters, some asked only when they apply
What you see first
Everything they typed
The names, for your conflict check
If you decline
Their answers are already with you
Deleted unread
What you read
Their answers
The issues to raise, what to ask, the documents to request and the scope to offer
What you read
Issues first, with the scope to offer
Each issue quotes the client, then says what to ask and which documents settle it.
“Our recipes were developed with a contract manufacturer in Ohio, and I’m not sure who owns them.”
Ask on the call
Who developed the recipe, and when: before the manufacturer, or with them? What did they sign with the manufacturer: a supply agreement, an NDA, a quote, or nothing? Can the manufacturer make the same product for anyone else, and what happens if the relationship ends?
What settles it
The manufacturing, co-packing or supply agreement, and any NDA with the manufacturer.
Scope you could offer
For what they asked: review and negotiate the retailer’s vendor agreement. Worth checking first: who owns the product, and putting the founders’ ownership in writing.
The math
How many clients it takes
A bigger first matter. The brief lists related work the client didn’t ask for, like putting ownership in writing. Tick what you’d take on and it copies into an email to them.
Clients who come back. After sending their brief, a client can add a 3-month check-in to their calendar that leads back to your link.
Names firstDetails open only after you clear the conflict check.
EncryptedNames and briefs, with AES-256-GCM, before they’re stored.
Deleted after 14 daysYour copy of each brief. We email you 3 days before, so you can save the PDF.
No AI or trackersNo AI, ad trackers or cookies.
Pricing
Pay for briefs, not seats
Pilot
Free for your first three briefs
Set up with you on a short call
No card needed
After your third brief
$75 a brief
Never more than $199 a month per lawyer
Only lawyers who get briefs count
Clients you decline, or who don’t finish, cost nothing
No briefs that month, no charge
Stop any month
Until April 1, 2027
Founding firms
$40 a brief
For firms set up before April 1, 2027
Never more than $99 a month per lawyer
For a year from the day you say you’re keeping it
For one lawyer, a month with 1 brief is $75, 2 briefs is $150, and 3 or more is $199, so 8 briefs come to about $25 each. We ask first, and nothing is billed until you say yes.
Starting a pilot
Tell us about your firmYour firm, practice area and state.
We set up your link with youOn a short call. You paste one line into your booking confirmation.
Your next three briefs are freeThen your pilot report shows what came of them, and you decide.
You can try it without changing your website or adding a card. Before your first real client, we agree in writing on the price and how client information is handled. Firm reviewing new tools? Send them the firm packet.