Sales & Client Intake
A real sales pipeline for your firm
Every lead, from first call to signed retainer, in one pipeline — with estimated case values, custom intake for each practice area, and a clean handoff into the case the moment they sign.
No Re-Entry
The day a lead signs, it’s already a case
A clear pipeline from first call to signed retainer
Every lead enters your pipeline and moves through defined stages — inquiry, consultation, engagement. Your team always knows where each prospect stands, what happens next, and who owns the follow-up.
Estimate case value before you commit
Not every lead is worth pursuing. Track estimated case values alongside lead status, so your attorneys prioritize the opportunities that move the needle — and politely pass on the ones that won’t.
Custom intake questions for every practice area
A family-law intake looks nothing like a personal-injury intake. Configure custom intake questions per practice area, so your team captures the right information upfront and makes a professional first impression.
Link every lead to its referral source
When a lead comes in, connect them to the campaign or referral source that brought them. Over time, that builds a clear picture of which investments and relationships actually generate business.
- Track requested retainer amounts and initial consults
- Converted leads flow into the case with no re-entry
Switching is the hard part.We bring your data over, and we never lock it in.
One platform for your entire practice
Cases, billing, trust accounting, marketing, intake, payments, and reporting — all included, built exclusively for firms of 1–10 attorneys who run the whole business, not just the cases.
Free to start. No credit card required.