Client enquiry management for law firms

Never lose a new client enquiry again.

AskPanda brings website, email and telephone enquiries into one place, uses AI to structure and summarise each one, routes it to the right team — and shows you which enquiries result in instructions.

Works with your existing website Every enquiry in one inbox UK GDPR compliant
Inboxes
All new enquiries12
Family4
Conveyancing5
Employment2
Wills & Probate1
Follow-ups
Reports
Enquiries inbox
Unassigned Today
EH
Emma Hartley — Divorce & financial settlement
Website form Family
2 min ago
RO
R. Okafor — Purchase of a leasehold flat
Email Conveyancing
18 min ago
JM
James Miller — Unfair dismissal claim
Phone call Employment
1 hr ago
SP
S. Patel — Updating a will after remarriage
Reception Wills & Probate
3 hr ago
Auto-routed by practice area Qualify & assign in one click
The problem

New client enquiries are your most valuable data — and the most easily lost.

Most firms have no single place where enquiries arrive. They land in web forms, shared inboxes and personal email, get forwarded by hand, and nobody can say for sure what happened next.

1

Enquiries scattered across sources

Manually trawling web forms, shared inboxes and individual mailboxes is labour-intensive, and the data those enquiries contain is lost as soon as they are dealt with.

2

Much left to chance

It is often impossible to tell whether an enquiry converted into an instruction, how long it took to respond, or which channel it came from — so nothing can be improved.

3

Lost Analytics

Prospective clients disclose a lot of information through their enquiry that amounts to valuable data for a law firm. Without a central space to capture this information, the value in the data analysis is lost.

How it works

From first enquiry to instructed client, without the admin.

01 · Capture

Every source, one inbox

Website forms, emails and telephone messages — including call summaries from reception or an answering service like Moneypenny — all land in AskPanda seamlessly.

02 · Understand

AI does the reading

Each enquiry is classified, its key facts extracted and a summary written. Duplicates are flagged before they reach anyone.

03 · Route & convert

Right enquiry, right team

Rules assign each enquiry the moment it arrives. Templates, AI drafting and automated follow-ups move it to instruction.

04 · Measure

See what works

Live reporting on volume, sources, conversion and response times — by practice area, team member and channel.

Multi-channel enquiry capture

One system, every source.

Whether a potential client fills in a website form, sends an email, or phones the firm, AskPanda captures and centralises every enquiry. One inbox. Total control.

Your forms, your brand, your design. No redesign required — AskPanda sits behind the website you already have and makes sure no enquiry goes missing.

yourfirm.co.uk — index.html
<!-- Paste once, before </body> -->
<script src="https://cdn.askpanda.ai/tracker.js"
        data-key="[YOUR FIRM KEY]"></script>
3 forms detected Contact · Free consultation · Conveyancing quote
Submission captured Free consultation → Enquiries inbox, just now

Form Tracker

Capture every enquiry, zero disruption

Drop a single line of code on your website and let AskPanda silently capture every form submission — no redesign required.

Practice-Area Forms

Ready-built for law firms

Start capturing enquiries immediately with pre-built intake forms designed for common practice areas. Conditional logic ensures potential clients only see the questions that are relevant to their situation.

Email & Phone Capture

Every inbox, every call

Connect your enquiry inbox or copy AskPanda on any email. Call summaries from reception or a telephone answering service such as Moneypenny become structured enquiries the moment they reach your inbox — nothing slips through the cracks.

AI-powered intake

Every enquiry read, structured and summarised before anyone opens it.

A form submission or an unstructured email arrives as free text. AskPanda reads it, identifies key intake details, classifies the matter and writes a two-line summary — so triage takes seconds, not a phone call.

Structured fields from free text. Names, contact details, practice area, matter type, key dates, the other party and urgency — extracted automatically and editable in one click.

Plain-English summary. The gist of the enquiry and what the client is asking for, ready for the enquiry record, the daily agenda and your reports.

Consistent data for reporting. Because every enquiry is classified the same way, your data supports more consistent practice-area and matter-type reporting.

One client, one record. When the same person enquires twice — a form on Monday, an email on Wednesday — AskPanda spots the match and offers to merge, so nobody is contacted twice and your numbers stay accurate.

New enquiry · Website form · Free consultation
Processed by AI
Possible duplicate of an existing enquiry
Same phone number as Emma Hartley, received by email 2 days ago
Merge Keep separate
Original message
Hi, I'm looking for some advice. My husband and I separated in March and he's now saying he wants to sell the house, which is in both our names. We have two children (7 and 10) and I want to stay in the house until they finish school if possible. He has a pension from work and I don't. I need to know where I stand before we speak to a mediator next month. Best to call me after 6pm. Thanks, Emma
Extracted
Practice areaFamily
Matter typeDivorce — financial settlement
Key assetsJointly owned home, pension
Children2 (ages 7, 10)
DeadlineMediation next month
Contact preferencePhone, after 18:00
UrgencyMedium
Summary
Separated client seeking advice on a financial settlement ahead of mediation. Wants to remain in the jointly owned family home with two children; the other party holds the only pension.
Routing rules
3 active
If Practice areaisFamily
Then move toFamily inboxand assign SKSarah K.
If SourceisConveyancing quote form
Then move toConveyancing inboxround-robin
If Messagecontains"redundancy"
Then move toEmployment inbox
Triage & routing

Review every enquiry before opening a matter.

Enquiries inbox — triage before you commit

All inbound enquiries land in a dedicated enquiries inbox — separate from your live matters — giving your team space to review, qualify, and prioritise before committing time to a new matter.

Smart Routing — right enquiry, right team, every time

Define routing rules by practice area, source, or keyword. Enquiries are automatically assigned to the right inbox and team member the moment they arrive — no manual forwarding, and the right person reviews each enquiry sooner.

Enquiry management

Every enquiry, one view.

No sales board to babysit. AskPanda gives you a single view of every open enquiry — its status, owner and next step — so anyone in the team can see at a glance what needs attention and deal with it on the spot.

All enquiries
Family team
Status: All This week
EH
Emma Hartley — Divorce & financial settlement
Website form · 2 days ago
Qualified Consultation Thu 10:30 SK
GF
G. Fletcher — Separation — jointly owned property
Phone call · 3 days ago
Consultation booked Send questionnaire TB
MR
M. Reyes — Cohabitation dispute
Email · 5 days ago
Consultation booked Follow-up overdue SK
AW
A. Whitmore — Financial remedy proceedings
Referral · 1 week ago
Engagement letter sent Letter opened 09:42 TB
PS
P. Sandhu — Divorce application
Website form · 2 weeks ago
Instructed Instructed in 6 days SK
Sorted by next action · 1 overdue Open enquiry
Team collaboration

Work together on every enquiry.

Assign enquiries, add internal notes, @mention colleagues, and tick off follow-up checklists — all within the enquiry record. Everyone stays informed; nothing gets dropped.

Emma Hartley
Qualified
TB
Spoke briefly on the phone — assets include a jointly owned home and a pension. @Sarah can you take the consultation on Thursday?
SK
Yes — booked for 10:30. Sending the pre-consultation questionnaire now.
Add an internal note… use @ to mention
Follow-up checklist
Conflict check
Send questionnaire
ID verification
Consultation notes
Engagement letter
Assigned to
SKSarah K.
Client communication

Communicate faster, and follow up at the right moment.

Email Templates & AI Drafting

Build a library of reusable email templates for every stage of the client journey. Use our built-in AI assistant to draft new templates in seconds, and send directly from AskPanda without switching tools.

Email Open Tracking

AskPanda tells you the moment a client opens your email, so you can follow up at exactly the right time. Every open, click, and delivery event is logged automatically on the enquiry timeline.

New email · Emma Hartley
Template: Consultation confirmation
Subject: Your consultation on Thursday at 10:30
Dear Emma,

Thank you for getting in touch. Your consultation with Sarah Khan is confirmed for Thursday at 10:30. Ahead of the meeting, please complete the short questionnaire linked below so we can make the most of our time together.

Kind regards,
[YOUR FIRM NAME]
Draft with AI Insert template
Send
Timeline
OpenedConsultation confirmation · Today 09:42
DeliveredConsultation confirmation · Today 09:31
ClickedQuestionnaire link · Yesterday 17:05
Automation & insights

Let the system do the admin.

Automated Workflows

Set a trigger, define an action, and let AskPanda handle the rest. Acknowledgement emails, follow-up tasks, reassignments and status changes all happen automatically.

Whennew enquiry arrivesThensend acknowledgement email
Whenno reply in 2 daysThencreate follow-up task
Whenconsultation bookedThenmove to “Consultation booked”

Daily Agenda

Each morning, AskPanda sends you a personalised digest of your tasks, scheduled activities, and enquiries requiring attention. Your whole day, in one clear view.

Your agenda · Thursday
10:30Consultation — Emma Hartley
Today3 follow-ups due · 1 overdue
New2 unassigned enquiries in Family inbox

AI Weekly Insights

Every Monday, AskPanda's AI reviews the week's enquiries and sends a plain-English briefing — what came in, what converted, what's slipping, and where to focus next.

Weekly insights · Mon 08:00
TrendFamily enquiries up 24% on last week
Watch3 qualified enquiries not contacted in 5 days
WinConveyancing conversion at a 3-month high
Real-time reporting

Know where your instructions come from — and where opportunities are being missed.

Track enquiry volume, conversion rates, response times, and team performance with live dashboards and custom reports. Understand which channels and practice areas are your strongest sources of new work.

  • How each client found you, and what they came to you for
  • What kind of work is coming into each department, and how that is trending
  • Who picked up each enquiry, how quickly, and how often it became an instruction
  • Which marketing channels are worth the spend
Enquiries overview
Last 30 days All practice areas
Export CSV Schedule report
New enquiries 184 +12% vs previous 30 days
Conversion rate 31% +4 pts
Median first response 42 min −18 min
Instructed 57 +9
Enquiries per week
Enquiries Instructed
W1
W2
W3
W4
W5
W6
W7
W8
Enquiries by source
Website forms
107
Email
49
Referral
20
API
8
Conversion by practice area
Conveyancing
38%
Family
34%
Wills & Probate
29%
Employment
21%
Team response times
SK Sarah K. 18 min 41% instructed
TB Tom B. 35 min 33% instructed
PM Priya M. 1 hr 20 24% instructed
Intake funnel
Received
184
Qualified
121
Consultation
81
Instructed
57

Live, not month-end

Dashboards update as enquiries arrive, so partners and marketing see the same numbers on the same day — no spreadsheet exports.

Reports built around how firms work

Filter by practice area, office, team member, source or campaign. Save a view and schedule it to land in an inbox every Monday.

More reliable reporting from structured data

AI classification and duplicate detection mean every enquiry is counted once and categorised consistently.

About AskPanda

Built inside a law firm, not around one.

AskPanda was founded by Salima and Pavlo — a former Managing Partner with 25 years in legal practice, and the software engineer who built the product around what she saw: how many new client enquiries slip between the phone, the inbox and the fee earner's desk, and how much fee income goes with them.

We bring every enquiry, whatever the channel, into one place. Each department owns its own enquiries, and managing partners see in real time how many arrive, which sources turn into instructions and where the leaks are, instead of waiting for a month-end report.

The result is faster responses, more instructions from the leads you already pay to generate, and less admin for fee earners. No extra headcount required.

Founders
Salima Mawji
Salima Mawji Founder · CEO
Pavlo Maksymchuk
Pavlo Maksymchuk Co-founder · CTO
Security & compliance

Built for the way law firms are regulated.

Before activating an account, we verify the practice — the SRA number for solicitors (or the equivalent BSB, CILEx Regulation or overseas registration) and details of professional indemnity cover. Only regulated practices and their staff use the platform.

See AskPanda running on your own enquiries.

A 30-minute walkthrough with the team. We'll connect one of your forms live and show you what a week of enquiries looks like in AskPanda.

Book a demo No commitment · Set up in an afternoon · UK GDPR compliant
AskPanda

Capture, qualify, manage and analyse your new client enquiries 24/7.

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Contact

Archer House, Britland Estate
Northbourne Road
Eastbourne, East Sussex
United Kingdom, BN22 8PW