Stages match intake follow-up
New Lead, Needs Review, Contacted, Consultation Booked, Consultation Completed, Retained, Not a Fit, and Lost keep the next action clear.
Website lead CRM
Legal CRM for website leads and consultation follow-up
See new requests, leads without appointments, overdue follow-up, consultation outcomes, and source data from one law-firm-focused pipeline.
At a glance
A CRM focused on growth operations
This CRM is built for consultation lead intake and follow-up. It is not full matter management, and that focus keeps daily lead work easier to understand.
- Website forms and booking can create leads
- Source and UTM context
- Notes, tasks, stages, and outcome tracking
Context stays attached
The lead record can include source page, UTM data, intake answers, transcript summary, appointment information, notes, and tasks.
Reporting becomes practical
The firm can see which sources and pages create booked consultations and which paths need improvement.
Questions
Common questions
Does this replace case management?
No. It organizes marketing and consultation follow-up, not legal matters or billing.
Can staff and attorneys use it?
Yes. Dashboard roles separate owner, attorney, staff, and viewer access.