A product tour for lawyers
A prospective client books a consultation and answers questions through your Tellbrief link. You check their names for conflicts first. Then you can read the issues to discuss, questions to ask and documents to request.
Fictional examples only. No account, payment details or real client information needed to explore the demo. Jump to the family-law example.
An example in under a minute
A made-up sauce company asks about a retailer agreement. The answers also raise a question about who owns its recipes. The example below shows the details the lawyer could review after clearing the names.
What the prospective client says
“Our recipes were developed with a contract manufacturer in Ohio, and I’m not sure who owns them.”
Illustrative client answer shown for this fictional example only. You cannot read the real answers before clearing names.
What the lawyer sees after clearing names
Names cleared · Sample briefAsk on the call
Documents to request
The manufacturing or supply agreement and any NDA.
This is an illustration, not a real client or legal advice. Tellbrief organizes client answers; the lawyer decides which issues matter and what advice to give.
Open the lawyer dashboard demo → Request a business-law pilot →
Each link opens an existing Tellbrief demo. Start anywhere, or follow the steps in order.
See the questions prospective clients complete before the first consultation. Most answers are taps, not essays.
Try the client questions →See how the lawyer checks names for conflicts before seeing the matter details. The brief stays locked until names are cleared.
Open the demo dashboard →Read a fictional business brief showing issues to raise, questions to ask and documents to request.
Read the sample brief →Prefer to watch first? This short video shows what the lawyer receives and how the workflow fits around a booked consultation.
This written overview explains the workflow; it is not a word-for-word transcript of the video.
Family-law example
A made-up parent books a first consultation. The client’s answers flag a possible relocation and a question about the current parenting arrangement.
What the prospective client says
“The kids are with me during the week, and Taylor just told me they want to move to Denver with them.”
Fictional example, not information about an actual family.
What the lawyer sees after clearing names
Names cleared · Sample briefAsk on the call
Document to request
Any current parenting order or written agreement.
For family-law intake, Tellbrief asks whether email is safe and provides a quick way to leave the client page. A client’s safety decisions and legal issues remain for the lawyer to assess.
No. Your firm checks the names and decides whether to clear or decline the prospective client. Until then, the detailed brief stays locked.
No client account is needed. You add your firm’s Tellbrief link to the booking confirmation you already send.
Yes. Read how the information is protected and deleted and share the firm review packet with whoever approves new tools. Your firm should complete its own review before sending real client information.
Your first three briefs are free, with no card. We help set up your link and dashboard on a 15-minute call. Keep your existing booking process.
After the free three: $75 a brief, never more than $199 a month per lawyer. Firms set up before April 1, 2027 pay $40 a brief, capped at $99 a month per lawyer for their first year. Nothing is billed until you tell us you’re keeping it.
Request a free pilotBefore using real client information, your firm reviews the terms and data-handling details. Review security and retention.