A CRM built for law firms. A managed pipeline keeps every matter moving through its stages, with no sensitive client data required. Add a Claude assistant or an AI receptionist when you are ready.
From a sole practitioner to a growing firm, the pipeline is set up around your practice areas and the way your matters move.
A managed pipeline that tracks matter numbers, stages and deadlines, no privileged detail attached. See at a glance what is due, what has stalled, and what needs a nudge.
We build the pipeline to match how your matters actually move, then switch on the extras you want.
Your practice areas and stages, from new enquiry to closed, set up the way your firm runs.
Add the Claude assistant and the AI receptionist, connected to your workflow, no sensitive data attached.
You see it working on your own matters before anything goes live.
Matters move themselves, deadlines surface each morning, and new enquiries get answered.
Your matters, your deadlines, your day, in one message. Add Claude on the CRM + Claude plan.
Begin with the pipeline on its own, then layer on the Claude assistant or the AI receptionist as your firm grows.
No. It works on matter numbers, stages and dates. It is a workflow and time-management tool, not a place to store privileged information.
No. It sits alongside it as a lightweight pipeline and daily assistant, so you can see what needs action without opening ten files.
An AI receptionist that answers every call, qualifies the enquiry and books the consult. It includes 500 minutes a month, then 40c per minute after that.
Both. It is built for small and medium firms, from a sole practitioner to a team juggling plenty of active matters.
Most setups are live within a few days. We build the pipeline around how your firm already works and sign it off with you first.
No lock-in. It is month to month, and you can stop any time.