Secure Client Growth
Confidentiality meets high-velocity intake. Manage your firm's pipeline with total security.
Legal Practice Growth
Efficiency in intake, excellence in delivery.
Intake Bottlenecks
Potential clients waiting days for a conflict check or initial consult.
Streamlined intake forms and automated conflict-check workflows.
Referral Loss
Failing to track where the firm's highest-value retainers are coming from.
Advanced referral analytics and partner networking mapping.
Reporting Fatigue
Spending hours manual tracking billable vs. non-billable time on new leads.
Automated pipeline value reporting based on practice area and win rates.
Firm Success Tools
Intake Pipeline
Stages for Lead, Conflict Check, Engagement, and Matter Open.
Conflict Manager
Search-driven conflict check history across every contact in the CRM.
Matter Dashboard
Track the status and value of all open matters per practice group.
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