How it works

From the incoming message
to the next action

Follow the four stages of the current workflow. Each stage distinguishes the product’s role from your team’s.

From first message to next action

How it works
Four steps. One workflow

Step 01

The enquiry enters your workflow

Lorne & Vale

Forms, emails and voicemail from connected channels come into a shared workflow.

Your team

You choose the channels and approve automatic message templates.

Current law firm workflow. Other industries require a dedicated assessment.

Lorne & Vale iPhone app screenshot with fictional law firm demo data.
Current app screenshots in French. Law firm example with fictional data.
Three different actions

Receive. Reply
Confirm

Acknowledgement

Confirms receipt of the message. Its template and trigger are approved during setup.

Drafted reply

Your team reviews, edits and sends the text. It remains responsible for the content.

Appointment or reservation

Receiving a message confirms no time slot. The booking workflow and calendar are checked separately.

Setup

Your way of working
Our starting point

One defined use case, followed by a joint review.

  1. 01

    How your team works

    We review a typical enquiry, your channels and the information missing before a reply.

  2. 02

    A written scope

    Information to collect, recipients, connections and costs are agreed before commitment.

  3. 03

    A workflow reviewed together

    Examples and automatic messages are reviewed. Your team knows what it controls and what triggers each action.

Start with your day-to-day work

One recent enquiry
A useful place to start

Tell us about your business and what slows down follow-up. We will assess the scope your team needs.

Talk about your businessPrefer a meeting? Choose a time