For small business law firms

Give new clients a place to start

A business owner may not know what kind of legal help they need. They can still explain what is happening. Tellbrief helps them get that story down before you meet.

Before the first call

The owner answers questions about the business, what is changing and what they want to ask. You get a brief to read before the call, including records to request and points to clarify. You decide whether the matter fits your firm.

What you would read

Made-up example · Shortened for this page

The business

A local bakery sells from one shop and is preparing to supply two cafés.

What the owner wants to ask

“We’ve agreed prices by email. Do we need anything else before we start delivering?”

What has happened so far

Deliveries are planned for next month. The cafés expect weekly orders. The owner is not sure what happens if an order is cancelled or goods are returned.

Records to ask for

The email discussions, price list, any order terms and the proposed delivery schedule.

Still to clarify

Who is buying from the bakery? What has been agreed about orders, payment and returns? Is there a written start date?

An example of the format, not legal advice.

Want to use Tellbrief at your firm?

Tell us what kinds of businesses come to your firm and what you need to know before speaking with them. We’ll discuss whether the current form fits and what a trial would involve.

Talk to us

Firm licensing is not self-service yet. Connections to your existing software would need to be built and agreed separately.

Your firm remains responsible for conflict checks and deciding whether to act. Read our privacy policy before discussing client use. Please don’t send client information in your inquiry.

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