Secure CRM & Automation for Legal Practices

Streamline client intake, automate document collection, secure contract signing, and manage your matters efficiently in one unified, highly secure platform.

Replace manual data entry with secure, automated intake forms.

Stop chasing clients for basic information. Send automated, secure intake forms before their first consultation and have all data map directly into their client profile.

• Custom logic forms: Ask relevant questions based on their matter type.
• Secure document uploads: Allow clients to upload IDs and relevant files securely.
• Auto-profile creation: Automatically generate contact records without manual entry.

Seamlessly request, store, and sign legal documents.

Get retainer agreements and contracts signed faster. Send legally binding eSignature requests directly from the CRM and track their status in real-time.

• Legally binding eSignatures: Built-in contract signing capabilities.
• Automated follow-ups: Send reminders for unsigned documents automatically.
• Centralised storage: Keep all client files and agreements securely attached to their profile.

Track case progress with visual pipelines.

Know exactly where every matter stands at a glance. Create custom pipelines for different practice areas and move cases through stages with a simple drag-and-drop interface.

• Custom pipelines: Tailor stages for conveyancing, family law, corporate, etc.
• Stage-based automation: Trigger internal tasks or client updates when a case moves stages.
• Team collaboration: Assign matters to specific lawyers or paralegals easily.

Keep all client communications in a single secure inbox.

Never lose track of a client conversation again. View emails, SMS messages, and call recordings in one unified thread attached directly to the client's file.

• Complete conversation history: See every interaction your firm has had with the client.
• Two-way SMS: Text clients securely for quick updates and reminders.
• Call tracking & recording: Log billable communication time effortlessly.

Let clients book consultations directly into your calendar.

Eliminate the back-and-forth of scheduling meetings. Sync your Outlook or Google calendar and let clients book initial consultations or review meetings at times that work for you.

• Automated reminders: Reduce no-shows with automated SMS and email reminders.
• Paid consultations: Require payment upfront before a booking is confirmed.
• Calendar sync: Native integration ensures you are never double-booked.

Get paid faster with automated billing and secure payment links.

Simplify your collections process. Generate professional invoices, send payment links via email or SMS, and set up recurring billing for retainer clients securely.

• Text-to-Pay: Send a secure payment link via SMS for instant payment.
• Stripe integration: Securely process credit cards directly within the platform.
• Automated collections: Trigger follow-up sequences for overdue invoices.