01
Receptionist
I can ask a few questions about the work and timing, then send the request to the team for review.
Professional services
A potential client asks for help, but the first message leaves out the deadline and the kind of work involved. Collect the basics before the right person replies.
Illustrative example. Replies and actions depend on your setup and connected systems.
I can ask a few questions about the work and timing, then send the request to the team for review.
Coordinator can take a supported call, clarify the reason and pass a summary to the responsible person.
Professional services
01
I can ask a few questions about the work and timing, then send the request to the team for review.
02
Coordinator can take a supported call, clarify the reason and pass a summary to the responsible person.
Coordinator03
The professional reviews the brief, decides whether to take the matter and gives any advice directly.
A clearer next stepThe team sees the request and its context without treating intake as a professional opinion.
One request. Two ways to reach you.
Collect the details a professional needs across supported message channels and private forms.
ReceptionistHandle calls when the office cannot answer and leave a clear request for staff.
CoordinatorConnect approved firm information and define what an intake may collect. Internal case systems need a separate connection, access rules and failure handling.
Entagl is not a lawyer, accountant or adviser. A professional must review advice, acceptance and regulated decisions.
Check calling and number optionsThese are separate products with their own plans and availability.
Agree the baseline and where each number comes from before the pilot. These are goals to measure, not promised results.
Choose a common question, add approved business information, set the handover rule and test it with your team before expanding.
This page describes intake and approved business information. A qualified professional handles advice, representation and final decisions.
Supported private upload links can attach files to the relevant conversation. Access, retention and whether AI may analyze a file follow your configuration.
Professional services
Start on Free, or talk through the workflow and the systems it depends on.