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Automated client intake for law firms.

Describe your firm. We'll show you exactly what we'd build.

A private consultation room with two chairs at a round table

Screened before anyone gets on the phone.

An intake form for each practice area asks the screening questions and collects the names for a conflict check before a consult is booked.

From the first call to a signed client.

  1. Minutes

    Reply

  2. Before the consult

    Reminders

  3. After the consult

    Engagement

  4. Signed

    Documents

  5. Along the way

    Status

A law office file room with document boxes

Built for the kind of law you practice.

Document folders and a pen on a conference table

Personal injury

Medical records, police reports and insurance details collected and chased.

A brass scale and a fountain pen on a desk

Immigration

Passports, I-94s and prior filings on a checklist.

A stack of leather-bound law books beside a desk lamp

Estate planning

Asset and beneficiary lists collected before the meeting, and past clients invited back to review their plan.

A law firm reception with leather chairs

Ads built to your state bar's rules.

Labels, disclaimers and filing requirements differ by state.

How it starts

  1. 1

    A free audit

    A short call on how you run today.

  2. 2

    We build it

    Set up around how you work.

  3. 3

    We run it

    We keep it running and show you what booked.

Tell us what you are running today

Get a free audit. We will look at where you are and show you what we would build.

Get a free audit