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

A consultation brief before the first call

Send one link after booking. When a client completes Tellbrief’s questions, you get a brief with their answers, follow-up questions, documents to request and related issues worth discussing.

Your first three briefs are free. No card. Keep your booking tools.

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15-minute setup call. See pricing.

Names clearedMade-up example

Client booked for: Retailer contract review

Their answers also raise: The recipe may not be fully theirs

“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 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

Confirm who owns the recipe, and put it in writing with the manufacturer.

See the full example · three more

How it works

Keep your process and add one link

Send the link Add it to your consultation confirmation. The questions take clients about 15 minutes. Every answer a brief needs is a tap.
Run your conflict check first You see only their names until you clear them. Decline, and their answers are deleted unread.
Read the brief before the call Tellbrief deletes its copy 14 days after it reaches you.

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

Setup details · Common questions

Why not just an intake form

A form collects answers; a brief reads 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.

How we handle client information

Pricing

Three briefs free, then $75 each

After that, $75 a brief, never more than $199 a month per lawyer. Lawyers at the firm who get no briefs don’t count. Firms with up to five lawyers can choose a $499 monthly plan instead. Free for any month with no briefs. You pay only for briefs that reach you, so names you decline are free. Nothing is billed until you tell us you’re keeping it. 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

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