Tellbrief
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For business, estate planning, family and personal injury law firms

Know what they need before the first call

Prospective clients answer questions before the call. You get a brief showing their goal, issues raised by their answers, what to ask next and which documents to request. You decide what matters and whether to take the case.

Three briefs free. No card. Works with the booking tools you already use.

Try three briefs free Explore a sample brief

We set up your link with you on a 15-minute call, or by email if you’d rather skip the call. See pricing.

Names clearedMade-up example

They booked for: Retailer contract review

What the brief caught: a separate ownership question worth checking before the retailer contract is signed.

Who owns the recipe needs checking

“Our recipes were developed with a contract manufacturer in Ohio, and I’m not sure who owns them.”

Ask on the call

  • Did they develop the recipe before working with the manufacturer, or together?
  • What do the signed terms say about ownership, permitted use, confidentiality and rights after the relationship ends?
  • Can the manufacturer make the same product for anyone else, and what happens if the relationship ends?

Documents to ask for

The manufacturing, co-packing or supply agreement, and any NDA with the manufacturer.

Possible work to discuss

Review the development history and signed terms, then clarify ownership or licensing if the documents leave a gap.

Inspect the full fictional brief See three more examples

What changes on the first call

Get to the useful conversation sooner

Without a briefYou start with the backstory The first minutes go to gathering names, goals and basic facts.

With TellbriefYou start with context See their goal, key answers and useful questions before the meeting.

Without a briefYou hear details before checking names Early conversations with prospective clients can create duties under Rule 1.18 (opens in a new tab).

With TellbriefNames first, answers second Run your conflict check before opening their answers. Decline, and the answers are deleted unread.

Without a briefForms collect answers They may leave you to spot the related questions and issues.

With TellbriefYou see what to explore See issues tied to their answers, follow-up questions and potential work to discuss. You make the judgment.

Without a briefDocuments arrive late The client may not know which records will matter.

With TellbriefYou can ask in advance Get a document list, editable request email and printable call sheet.

Without a briefPossible follow-up work gets missed Another issue may deserve a later conversation.

With TellbriefYou can follow up later Save a 60-day follow-up in your own calendar, with an editable email.

How it works

Keep your process and add one link

  1. Send the link Add it to your booking confirmation. The questions take clients about 15 minutes, and every answer a brief needs takes one tap.
  2. Run your conflict check first You see only their names until you clear them. Decline, and their answers are deleted unread.
  3. Read the brief before the call Save a PDF for your matter file if you need it. Tellbrief deletes its copy 14 days after it reaches you.

No confirmation email yet? Start from our consultation email template.

Setup details · Common questions

Built for your practice

See how it works for your clients

Try the questions your clients would answer, or open the demo dashboard to see your side.

Also for startup lawyers, contract lawyers, office hours and clinics.

Watch the walkthrough

See what the lawyer receives

Why not just an intake form

Already have intake software? Keep it

Intake collects answers. Tellbrief prepares you to act on them.

The client in the example asked for a retailer contract review. A form would hand you their answers. The brief also notices that one answer raises who owns the recipe, and puts that in front of you before the call, with what to ask and which documents to request. No AI writes it: the brief comes from the client’s own answers and a fixed set of checks for each practice. You decide what matters; Tellbrief doesn’t give legal advice.

Keep your scheduling and case management systems. Use Tellbrief for the pre-call questions and brief.

See the difference in a sample brief · How it fits your workflow

Pricing

Three briefs free, then $75 each

Nothing is billed until you tell us you’re keeping it.

Pay per brief

$75 per brief

After the free three, $75 a brief, never more than $199 a month per lawyer. Lawyers at the firm who get no briefs don’t count.

At the monthly cap, a year for one lawyer costs at most $2,388.

For firms with up to five lawyers

$499 per month

Firms with up to five lawyers can pay $499 a month for all of them instead.

You pay only for briefs that reach you, so names you decline are free, and so is any month with no briefs.

Tellbrief doesn’t take a share of legal fees and doesn’t pay or charge for referrals.

Full pricing details · For bar associations · For legal clinics

Questions about Tellbrief?

Answers before you try it

See how the pilot fits your existing workflow. More questions and answers.

Can’t find your answer?
Email briefs@tellbrief.com

Will this work with my booking software?

Yes. Keep the booking tool you already use. Add your Tellbrief link to the confirmation you send prospective clients; they complete the questions before the call.

See setup details

How does the conflict check work?

You see names first, before opening the prospective client's substantive answers. Your firm runs its own conflict check and decides whether to clear the names or decline.

See the information-handling process

What happens to prospective-client information?

If you decline at the names check, the answers are deleted unread. For briefs delivered to your firm, Tellbrief deletes its copy 14 days after delivery. Your firm decides what to keep in its own matter file.

Read the privacy and data-use details

What happens after my three free briefs?

After the first three, briefs cost $75 each, capped at $199 a month per lawyer. Nothing is billed until you tell us you're keeping it. You can review the full terms before deciding.

See full pricing details

See if it helps on your next call

We set up your link with you on a 15-minute call, or by email if you’d rather skip the call. Your booking process stays the same.

Your first three briefs are free.

Try three briefs free