Lead CRM, not case management
Legal CRM for consultation intake and follow-up
Keep website leads, booking requests, intake answers, conversation summaries, follow-up worklists, tasks, notes, source attribution, and status history in one simple law-firm pipeline.
What lawyers feel in the product
Clear daily actions, not another pile of disconnected tools
Legal Growth OS is not full matter management. It is the growth layer that helps the firm get found, capture consultation requests, follow up, and improve the public site.
Website and template control
Choose a law-firm-specific design, update the firm profile, manage services, attorneys, blog articles, landing pages, media, and calls to action from the dashboard.
Booking, intake, and CRM together
Appointment requests, intake answers, source data, notes, tasks, and follow-up history stay connected so staff can see the next appropriate action.
AI drafts with attorney approval
AI can help prepare blog, FAQ, meta, landing page, image, and refresh drafts, but legal content stays in review until the attorney approves it.
SEO, AI-search, and conversion worklists
Partner audits turn technical checks, competitor page links, Search Console or PageSpeed data, and booking behavior into practical improvement 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 from the dashboard 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
No fake attorney images, awards, or results
Tenant-filtered data access
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