Personal Injury

• ✓ Automatically capture leads from ads and website forms
• ✓ Trigger follow-up emails, reminders, and document requests
• ✓ Track every client interaction from first click to signed retainer

Family Law

• ✓ Custom intake forms that adapt based on client needs (divorce, custody, support)
• ✓ Private communication workflows to protect sensitive conversations
• ✓ Automate court date reminders, billing follow-ups, and post-consult check-ins

Immigration Law

• ✓ Organize leads by case type, visa category, or language preference
• ✓ Set up workflows for document collection and interview prep
• ✓ Use multi-channel outreach to reduce no-shows and delays

Corporate / Contract Law

• ✓ Track business clients by company and contact
• ✓ Automate renewal reminders, contract review workflows, and milestone tracking
• ✓ Centralize email threads and deal stages to manage retainer pipelines

Smart Intake Forms: Tailored questions and fields, even conditional logic

Automated Workflows: No more chasing — set it and let it run

Email + SMS Sequences: Stay top-of-mind without lifting a finger

Deal Pipelines: Visualize every open matter and who’s responsible

Reporting Dashboards: See which sources bring in the best clients

Flexible, Secure, and Built for Your Firm

We tailor each setup to your practice and people. Whether you need a few automations or a full CRM revamp, we’ll guide you every step of the way — and train your team to use it confidently.