Lead CRM, not case management
Legal CRM for consultation intake and follow-up
Keep website leads, booking requests, intake answers, conversation summaries, follow-up priorities, tasks, notes, source attribution, and status history in one simple law-firm pipeline.
6-month service credit promise
We do not stop at launch
Every paid account is covered automatically. If the system has not recorded at least 10 qualified appointment requests in a 30-day period or one attributable new client start by the end of month 6, the next 6 months of the same plan are credited while improvement work continues.
Review the service credit promiseWhat the firm gets
More consultation opportunities, less tool sprawl
Legal Growth OS is the growth layer for firms that want their website, intake, booking, lead follow-up, Legal AI, and SEO/AEO guidance connected instead of scattered across separate tools.
Professional launch without starting from zero
Use legal-specific templates, firm profile, practice areas, attorney bios, blog content, landing pages, media, CTAs, included setup, and site migration support.
Consultations move into one lead flow
Appointment requests, intake answers, source data, notes, tasks, and follow-up history stay connected so the firm can respond faster and avoid lost opportunities.
Legal AI for drafts, documents, and preparation
Legal AI helps with summaries, outlines, intake context, document review, content drafts, and SEO/AEO preparation while final decisions stay with the firm.
Monthly guidance on what to improve next
Partner reviews turn page structure, competitor pages, Search Console/PageSpeed data, and conversion signals into prioritized growth recommendations.
What it does
Stop losing consultation requests in inboxes and spreadsheets
The CRM is built for growth operations: every public form, booking request, and AI intake conversation can create a lead with the context staff need to follow up.
Default legal pipeline
New Lead, Needs Review, Contacted, Consultation Booked, Consultation Completed, Retained, Not a Fit, and Lost.
Daily follow-up cards
Start with the leads most likely to need action: needs review, no appointment yet, overdue tasks, and completed consultations waiting on an outcome.
Lead detail pages
Contact details, practice area, intake answers, appointment info, conversation transcript, AI summary, notes, tasks, and assignment.
Source attribution
Track source, UTM, page type, booking path, and conversion events so the firm can see what created the lead.
Follow-up operations
Use tasks, reminders, status history, duplicate detection, and email tools from the platform to keep next steps clear.
Conflict warning language
Possible opposing-party matches are labeled as possible matches only, not legal conflict determinations.
Workflow
From website inquiry to organized follow-up
Capture
Forms, booking, and AI intake create leads with source and intake context.
Review
Staff or attorneys inspect the lead, assign ownership, add notes, and move the pipeline stage.
Report
Conversion reporting connects leads to practice areas, pages, campaigns, and appointment outcomes.
Legal safety
Built around attorney control
AI content remains in a draft and attorney-review workflow. The intake assistant collects information and can help with booking, but it cannot give legal advice or evaluate case merits.
Draft -> Attorney Review -> Approved -> Published
Practical recommendations, attorney-controlled publishing
Designed with bar advertising rules in mind: no invented awards, results, or imagery
Your firm's data stays isolated
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