From Partner Inboxes to a Tracked Intake Path
The handoff: Lead Capture → Intake and Routing → Conflict Check and Onboarding → WIP and Unbilled Time → Proforma and Invoice → Cash and Ledger.
Where it breaks. An inquiry waits in one partner's inbox. Documents arrive by email, a few at a time. Hours worked get billed late, or not at all.
What Conjai would build. One intake record that routes each inquiry to an available partner and starts a clock. A portal that collects documents against a checklist. A sync from the practice-management system to accounting, so time entered is time billed.
What Diagnose would measure first
- Minutes from inquiry to first reply
- Days from signed engagement to complete documents
- Billable hours entered but not yet billed




