Helps law firms capture and follow up with leads, collect client information and sign engagements from one CRM, so more prospects become clients.
Delivery method: Integration
Connected Gmail or Outlook inboxes log sent and received emails, files and texts on the client record.
Track calls, emails and client activity in one place.
Categories: Customer Relationship Management
Capture leads through intake forms and track them through every phase of the client journey.
Follow up through automated email workflows and categorize leads with tags.
Categories: Customer Relationship Management
Create customizable pipelines and workflows organized by drag and drop.
Track leads through each stage of the client journey with performance analytics.
Categories: Customer Relationship Management
Keep client and lead records organized and sort contacts with tags and firm-specific criteria.
Give staff a unified view of client information.
Categories: Customer Relationship Management
Delivery method: Paid add-on
Custom intake forms collect case details so leads can be pre-screened before a consultation.
The QualifyAI add-on uses AI to identify and route the best leads.
Categories: Customer Relationship Management
Group contacts dynamically into audiences by criteria such as status, matter type and location.
Track campaign results with built-in analytics.
Categories: Customer Relationship Management
Build drag-and-drop email campaigns with custom triggers, logic and actions.
Send scheduled emails from templates and trigger steps from CRM data.
Categories: Customer Relationship Management
Build custom intake forms per practice area and case type that feed data into the database.
Offer password-protected forms and appointment booking to new leads.
Categories: Customer Relationship Management
Delivery method: Paid add-on
Record billable hours for hourly, fixed-fee or contingency work.
Add time entries to client invoices with one click.
Categories: Law Practice Management
Merge matter and contact custom-field data into templated PDF or online-editor documents.
Generate PDF and e-signature documents in a few clicks, then review, send and collect signatures.
Categories: Law Practice Management
Delivery method: Paid add-on
Create invoices that include billable time entries.
Let clients pay online from within the invoice on a laptop or mobile device.
Categories: Law Practice Management
Search names, phone numbers, dates of birth, addresses, notes, contacts, matters and custom fields to flag potential conflicts at intake.
Configure automations to approve, deny or flag new clients as a possible conflict.
Categories: Law Practice Management
Use templated PDF and e-signature documents styled to the firm's template.
Reuse intake form templates per practice area and file request templates.
Categories: Law Practice Management
Categories: Customer Relationship Management
10,000
500
50/ month
10,000
50/ month
CRM and marketing platform combining customer contacts, sales pipelines and email automation.
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Integrated business application suite covering CRM, help desk, field service and campaigns.
A configurable CRM connecting customer records, email history and sales workflows for teams with their own data model.
Small-business CRM organizing contacts, communications and customer-facing pipelines.
Integrated workspace with CRM, projects, team collaboration, websites and HR automation.
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