Stages designed for law firms & legal practices
Set it once, runs forever
New inquiry → Send secure intake form link
Form completed → Notify intake coordinator
Consultation booked → Send reminder + prep checklist
No-show → Auto-rebooking sequence
Case accepted → Engagement letter & payment link
Documents needed → Automated request & tracking
Automated booking, reminders, and no-show recovery
Unified inbox for calls, texts, and emails
Role-based access and activity tracking
Automated intake forms collect case details and filter by practice area. Flag high-value cases and route to appropriate attorneys.
Send secure links for clients to upload documents (medical records, police reports, etc.). Track what's received and follow up on missing items.
Manage consultation scheduling, retainer agreements, and initial payment collection. Know which consultations converted to retained clients.
This is a demo environment. Get a custom system built for your business in 7-10 days.
These demos show structure only. Your system will be customized to your workflow.