Law firm intake and marketing systems built around bar rules
Bar rules hold up best when intake, advertising and client updates run the same approved way for every matter. Our law firm intake and marketing systems screen conflicts before details are taken, publish only attorney-reviewed content and log every step.
Monvell builds law firm intake, marketing and client communication systems that follow your firm's ethics policies the same way every time. The most important concern is professional conduct: state bar advertising and solicitation rules, conflicts screening and client confidentiality, and our systems give your firm the control and records to keep them consistent.
What matters most to a law firm
A law firm's reputation and license depend on how it advertises, who it takes on and how it protects what clients share. These are the areas our systems are built to control.
Advertising and solicitation rules
Every state bar limits misleading claims, regulates targeted solicitation and restricts live person-to-person solicitation for paid matters. In South Carolina, Rule 7.2 requires a lawyer to review each advertisement before it runs, name a responsible lawyer and keep a copy for two years after its last use, and Rule 7.3 requires an "ADVERTISING MATERIAL" label on targeted written and electronic solicitations.
Conflicts checks before intake goes deep
Under the prospective client rule (ABA Model Rule 1.18 and its state versions), what a prospect tells your firm can disqualify you from representing someone else. Firms protect themselves by collecting only what a conflicts check needs until the check clears.
Confidentiality of client information
Rule 1.6 requires reasonable efforts to prevent unauthorized access to client information. Case details sent through unsecured email, texts on personal phones or a chat tool that stores conversations in the wrong place are common gaps.
Trust accounting stays with your firm
Client funds and IOLTA or trust account records are governed by Rule 1.15 and your state's trust accounting rules, and they belong in your accounting or practice management software. Your vendor should never touch them.
What holds law firms businesses back?
Urgent inquiries arrive at all hours
Arrests, accidents and family emergencies happen at night and on weekends. A firm needs a fast response that still follows its intake and confidentiality rules.
Intake forms ask too much too soon
A web form that invites a full story before a conflicts check can create a disqualification problem. A form that asks too little sends attorneys into consultations unprepared.
Advertising lives in many hands
Website copy, directory profiles, social posts and paid ads are often written by different people at different times. Without one approval record, no one can say what was reviewed.
Clients call for status updates
Clients who do not hear from the firm call and email to ask where things stand, which interrupts attorneys and staff and adds to unbilled time.
How Monvell helps law firms businesses grow.
Each solution below links to its own page with the services inside it.
What law firms teams ask us first.
The concerns we hear most, answered up front.
QCould an automated intake create a conflict or a duty to a prospect?
It could if it asks for a full story up front, which is why we build intake in two steps. The first step collects only what your conflicts check needs, and the detailed questions open after your team clears the check. Your firm sets the questions and the rules.
QWill automated messages count as solicitation?
That depends on your state's rules and the message, so your attorneys approve every template and sequence before use. Automated follow-up goes only to people who contacted your firm, and targeted mailings can carry the labels your state requires.
QDoes the after-hours assistant give legal advice?
No. It answers general questions about the firm, collects contact and matter details, books consultations and escalates urgent situations by your rules. Legal advice comes only from your attorneys.
QWill you have access to our trust account or client funds?
No. Trust accounting stays in your accounting or practice management software. We connect only to the contacts, matters and calendars needed for intake and client updates.
Discovered, chosen, booked, and kept.
How a customer moves from first search to repeat business, and where law firms businesses win or lose them.
Someone facing a legal problem searches for a lawyer in that practice area, often on a phone and under pressure. Clear, reviewed practice area pages and a strong Google profile bring them to your firm.
Where is your business right now?
Put intake, conflicts screening and advertising approval on one consistent process with a record of every step.
Grow visibility for the practice areas you want more of with attorney-reviewed pages that answer real questions.
Add attorneys and practice areas without loosening control, because every new intake and ad runs through the same gates.
Based in Columbia, working anywhere.
We work remotely with service businesses across South Carolina and beyond. Local pages show the public data for each county and city we serve.
Browse local service areasReady to build the business you meant to build?
A 30-minute call on Google Meet. You leave knowing what to fix first and what it is worth, whether or not we work together.