STACKD
Build your stack
R.003 / SystemsPROFESSIONAL SERVICES
§ Sol.00

The Authority and Intake Portal

Half your discovery calls are people who can't afford your fees. The other half are doing research. Your calendar is paying for it.

AI-generated matter brief delivered to you before the call. Stripe deposit gate removes 80% of unqualified discovery calls.

https://vellumlegal.co.uk/cases/regina-v-northbrook● 0.4s● 98 Lighthouse
FIG. P.01 — Editorial case study
CASE NO. 04 · COMMERCIAL LITIGATION

A £4.2M dispute, settled in 11 weeks without setting foot in court.

When Northbrook Manufacturing's anchor supplier pulled out mid-contract, every day of delay risked a six-figure penalty.

£4.2M
Disputed
11wk
To settle
0
Court hours
● Secure intake portal
northbrook_correspondence.zip● uploaded
supplier_msa_v3.pdf● uploaded
delivery_logs_q1.csv● uploaded
E2E encrypted · your server · no Google Drive
§ Sol.01Current cost

What you're currently paying for this

ToolWhat it costsWhat you lose with it
Calendly£12–£16/user/moNo intake qualification, no deposit gate
Manual intakeParalegal / admin timeSlow, inconsistent, pre-call data is lost or scattered
Gmail for docs£0 (but non-compliant)Sensitive documents on Google's servers
No pipeline viewYou don't know where any deal is at any moment

Every one of these is replaced by a system you own and a server that costs less per month than a tank of petrol.

§ Sol.02System architecture

How The Authority and Intake Portal works

Editorial siteNext.jsTypebot intakeTypebotStripe gateStripeCal.com bookingCal.comLangGraph briefLangGraphFrappe CRMFrappeClient portalFrappe
  1. 01Prospect finds your thought leadership content via Google — editorial site on Next.js
  2. 02They tap "Book a consultation" — Typebot intake collects matter type, urgency, and a budget signal
  3. 03Stripe deposit gate: payment required to confirm the slot — unqualified enquiries self-select out
  4. 04Cal.com sends the booking confirmation with pre-call notes
  5. 05LangGraph reads the intake form → pulls company data → drafts a 1-page matter brief
  6. 06Frappe CRM creates the matter record with the brief already attached — before you pick up the phone
  7. 07Secure client portal for document exchange — no sensitive files in email
§ Sol.04Business case

Why it makes sense

The average lawyer bills 2.3 hours of an 8-hour day. 28% of their time is consumed by admin — intake, chasing signatures, configuring tech. That's 1.9 billable hours lost daily, per fee-earner.

Manual client intake takes 2–4 hours per new matter. A LangGraph triage engine drops that to 30–45 minutes of pure review — and the matter brief is already waiting when you pick up the phone.

DocuSign caps its standard plan at 100 envelopes per user, then charges £1–2 per extra document and £2.50 per identity check. A high-volume intake firm replaces all of that with unlimited, self-hosted e-signatures.

Your numbers will vary. Start with a brief and we'll map them against your actual figures.

Modules in this stack4 modules
Branded WebsiteClient PortalCRM & PipelineAI Assist

Each module is available as a standalone build. Combined in a stack, they share infrastructure and a single data layer. Browse all modules

§ Sol.06Start here

Not sure which tier is right?

A paid discovery sprint delivers a complete architecture blueprint — stack decisions, scope, timeline, and a fixed build quote — in 2–3 weeks. Creditable in full against any build.

£4,000one-time · credited against build
  • Current stack and workflow audit
  • Full system architecture blueprint
  • Fixed scope, timeline, and build estimate
  • £4,000 credited in full against any build within 90 days

Most clients who complete a sprint proceed to build. The blueprint removes scope uncertainty before a penny is committed to development.

Book a discovery sprint
§ Sol.03 · Pricing
Quick Start
From £1,500one-time

Stripe-gated intake + AI matter brief before the call. No more unqualified discovery sessions.

  • Typebot intake with Stripe deposit gate
  • LangGraph AI matter brief (delivered before the call)
  • Cal.com booking with brief attached
  • Setup and handover documentation
Get a quote
Most popular
Full System
From £7,500one-time + £120/mo infra

Website, secure client portal, CRM pipeline, and AI intake — the complete professional intake system.

  • Branded Next.js website
  • Secure client portal (file upload, matter tracking)
  • Frappe CRM with matter pipeline
  • LangGraph AI brief generation
  • Monthly infrastructure (flat rate)
Brief us on this system
Full Stack
From £12,000one-time + £150/mo infra

The full professional services OS — intake, portal, CRM, inbox, back office.

  • Everything in Full System
  • Chatwoot unified inbox
  • ERPNext back office
  • Automated billing and invoice generation
  • Priority support SLA
Talk to us

Ready to brief us for professional services?

Tell us what you need. We'll map the system and scope the build.

Brief us on this system