This ten-question form opens by collecting contact details — "Full Name", "Email Address", and an optional "Phone Number" — so the team knows exactly who to reach and how. It then asks "What service are you interested in?" across six practice areas plus Other, followed by "Briefly describe your situation or what you'd like to discuss", giving the matched expert enough context to prepare before the call. The scheduling block comes next: "Preferred consultation date" and "Preferred time of day" narrow down availability, while "Preferred consultation format" lets the respondent choose between a video call, phone call, or in-person meeting. The optional "How did you hear about us?" question closes the main flow, with a final open field for anything else worth mentioning. After submitting, respondents see a confirmation screen thanking them and promising a reply within one business day to confirm the appointment.
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The "What service are you interested in?" question tells the firm which specialist should take each enquiry across consulting, legal, financial, and other practice areas.
The "Preferred consultation format" and scheduling questions let solo practitioners offer flexible meeting options, with the preferred date, time window, and format arriving alongside each request.
The "Briefly describe your situation or what you'd like to discuss" and "How did you hear about us?" questions give agencies the context and attribution data they need before picking up the phone.
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