CRM & sales pipeline
From lead to retainer, on one track.
Capture leads, qualify, and convert through a configurable pipeline. Inbound enquiries land as records — ready for assignment, follow-up, and conversion to matters.
< 1m
Lead-to-record latency
∞
Custom pipeline stages
AI
Qualification scoring
One
Source of truth
Capabilities
What’s inside.
Lead capture
Forms, intake pages, and inbound emails land as structured records — no copy-paste, no lost enquiries.
Custom pipelines
Build the pipeline that fits your practice areas. Stages, automations, and SLAs configured per workspace.
Assignment rules
Auto-assign by practice area, region, or load. Round-robin or weighted, with override and reassignment.
AI qualification
Inbound leads scored against firm-specific criteria — fit, value, urgency, conflicts.
Follow-up cadences
Automated email and call follow-ups, pausable, audit-logged, attached to the lead record.
Convert to matter
One-click conversion from qualified lead to opened matter — preserving every note and document.
AI-assisted enrichment
AI fills in missing context on leads so qualification has signal, not guesswork.
Custom fields
Add the fields your practice needs — jurisdiction, deal size, referrer, intake source — searchable, filterable, reportable.
In depth
A closer look.
Pipeline
A pipeline that maps to how your firm sells.
Every firm has a different conversion path. Configure stages — Lead → Qualified → Proposal → Retained — or invent your own. Automate hand-offs between business development and matter intake.
- Drag-and-drop stage configuration per workspace
- Conditional automations triggered on stage transitions
- Pipeline value, conversion rate, and time-to-retainer dashboards
Conversion
Convert a lead and the matter is half-set-up.
When a lead becomes a client, the matter inherits the intake notes, the contact, the source attribution, and the engagement terms. No re-keying, no broken context.
FAQ
Questions, addressed.
Can I import existing leads?
Yes. CSV or Excel import during onboarding, with field mapping and duplicate detection.
Does the CRM replace my email?
No. It tracks conversations from email and adds structure on top — the email itself remains in your client.
How does AI qualification work?
You define what a good fit looks like for your firm. Each inbound lead is scored against that criteria with confidence and reasoning surfaced.
How does AI-assisted enrichment work?
AI reviews each lead and fills in missing context to support qualification. It works from the information you capture, not third-party firmographic data feeds.
See it against your matters.
Start free in minutes, or book a demo and we’ll run it on your firm’s real work.