AI intake summary
Collect intake context and prepare a concise lead summary for firm review without evaluating case merits.
Intake CRM
Turn consultation requests into an organized legal lead pipeline
Connect website forms, intake answers, AI summaries, appointments, tasks, and follow-up reminders without building a full case-management system.
Lead pipeline
AI summaries
Source tracking
Problem and solution
Consultation requests need an operating path
The CRM is intentionally focused on lead intake and follow-up, not full matter management or legal billing.
The CRM turns interest into organized follow-up, so a consultation request does not disappear inside an inbox or spreadsheet.
- CaptureForms, booking, and AI intake create leads with source page, UTM context, and intake answers.
- ReviewStaff can inspect transcript, AI summary, appointment data, notes, tasks, and possible duplicate signals.
- ConvertPipeline stages and reporting show which sources turn into consultations and retained clients.
What is included
Focused features for this growth path
- 01Default legal lead stages
- 02Source and UTM tracking
- 03Notes, tasks, and duplicate checks
- 04Possible-match conflict warning
AI growth layer
AI support that keeps attorneys in control
The platform uses AI to make growth work easier to review: intake context, content drafts, SEO recommendations, AI-search readiness, competitor comparisons, and conversion ideas. It does not provide legal advice, evaluate case merits, guarantee rankings, or promise placement in AI answers.
Follow-up clarity
Tasks, notes, stage history, and queued email keep staff focused on the next appropriate action.
Source-aware reporting
See where leads came from so the firm can compare website pages, booking paths, and campaign sources.
Workflow
A cleaner path from inquiry to follow-up
New lead
Public site activity creates a lead record instead of disappearing into an inbox.
Needs review
The firm reviews intake answers and flags possible matches without calling it a legal conflict determination.
Consultation
Appointments, reminders, notes, and status history stay attached to the lead.
Questions attorneys ask
Does this replace case management?
No. It is a lead CRM, not matter management or legal billing.
Can staff use it?
Yes, roles separate owners, attorneys, staff, and viewers.
Next step
Start self-serve and keep legal content under attorney control
No setup fee and no guaranteed leads. The platform gives the firm the tools to publish, capture, review, and improve from the dashboard.