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Forms, phone taps and call messages in one inbox

Compass by WattReach gathers the inquiries from your site, and from your answering service where it is set up. It holds spam for review, shows where each lead came from, and nudges the lead's owner when one waits.

The Leads inbox, with sources and owners.

One inbox for new inquiries

Compass is a legal CRM built around one inbox: website forms, taps on your phone number and your answering service's messages about calls arrive there, and an inquiry from your site carries the first page the person saw and the site, ad or campaign that sent them. Your staff run the conflict check, book the consultation and turn a retained lead into a client file with one form.

What you get

Spam held, never deleted.

Each form is checked against public block lists that refresh every night, rules for the spam law firms get, the senders your team has blocked, and an AI reading of what it says. A flagged lead is held for review, and one click releases it. Every night the filter is replayed against your team's own decisions, and WattReach is alerted if it would have held a real client.

Speed to lead.

A new lead nobody has answered after 15 office minutes nudges its owner, and at 60 office minutes the lead's backup owner is copied. The Monday report shows the firm's typical time to a first reply.

Where your leads come from.

The first page a person saw, the site, ad or campaign that sent them, a tagged link from your Google profile, the answer to "how did you hear about us", and arrivals from 12 AI assistants, including ChatGPT, Gemini, Claude and Perplexity.

A drafted reply on every lead.

Compass drafts a first reply and a one-line summary with the urgency. Compass never sends the draft itself; a person does.

Checked every five minutes.

Anything that reached the firm but did not become a lead raises an alert at WattReach within five minutes, and a failed delivery is retried on the same clock.

From inquiry to client

From the lead, run a conflict check: Compass searches the caller, the person the matter is about and any other parties against every client, archived ones too, and every past lead, and records the result. A match with a file the person running the check cannot open shows as one line, without its name, and the check cannot be recorded clear while that line stands. Book the consultation, mark the lead retained, and one form turns it into a client file.

Lead analytics

See which pages, sites and AI assistants bring your leads. Journeys shows the paths people took through your site before they reached out. The Monday report counts new inquiries, where they came from, spam held, and each attorney's leads and retained clients.

How it connects to the rest of Compass

Leads come from your website, the AI answers and searches that send people to it, and your Google profile. A retained lead becomes a client file in case management without retyping. The Monday report shows how fast the firm answered and each attorney's leads, quotes and retained clients.

Questions

What should a law firm intake system do?

A law firm intake system should catch every inquiry, answer it quickly, check for conflicts, book the consultation, and carry the details into the client's file without retyping. Compass by WattReach gathers form, phone-tap and answering-service inquiries in one inbox, nudges the owner when one waits, lets your staff run the conflict check, and turns a retained lead into a client file.

Is Compass a legal CRM?

Yes, Compass by WattReach is a legal CRM: it tracks every lead from first contact to retained client, with its source, owner, conflict check and follow-up. The same system then runs the client's matters.

Does Compass answer leads automatically?

Only if the firm turns automatic replies on; otherwise Compass by WattReach drafts a reply for each lead and a person decides whether to send it. Automatic replies exist for each channel and stay off until the firm turns them on.

How does Compass handle spam?

Compass by WattReach holds a suspected spam inquiry for review instead of deleting it, and one click releases it. The filter combines public block lists, rules for the spam law firms get, the senders your team has blocked, and an AI reading of each form.

Does Compass record or track phone calls?

No, Compass by WattReach does not record calls or use tracking numbers. It counts taps on the phone number on your site, with the page and source that led to each tap, and where set up, it files the messages your answering service sends about calls.

Can intake run in Spanish?

Yes, a lead from a Spanish page of a Compass by WattReach site gets its confirmation email in Spanish, and each person on your team can use Compass in English or Spanish.

Book a walkthrough and we will show you a sample firm's inbox, from the first inquiry to the retained client.