Software Stack
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Let’s talk Software Stack
Our software is a dedicated sales CRM built specifically for law-firm intake and growth teams. It gives your marketing, social media, and sales teams a single system to capture, track, and convert leads without disconnects or dropped follow-up. With advanced automation, pipeline visibility, and performance reporting, everyone stays aligned from first touch to signed case. Paired with our high-performance dialer, your team can move faster, follow up smarter, and turn more conversations into retained clients.
Client Relationship Management
Too many legal intake CRMs miss the mark by focusing only on the legal side of the firm. Yes, you need a case management system to handle matter, and there are plenty of great options for that, but law firms also need a place for everything before a case exists.
Our CRM is built to support the rest of your operation. Your marketing team can run ads, build websites, forms, and launch email campaigns, while your intake team is positioned to capture, track, and respond to every lead the moment it comes in. We sit upstream of your legal case management system and integrate seamlessly with every major legal CRM, ensuring nothing falls through the cracks between marketing and signed case.
Auto Dialer
If your intake or sales team isn’t working inside a dialer, they’re wasting time and leaving cases on the table. Manual calling leads to inconsistent follow-up, missed callbacks, and zero visibility into performance. The problem is that most dialers are expensive, complex to implement, and built for call centers… not law firms.
Our dialer is purpose-built for legal intake teams, tightly integrated with our CRM (or paired with your existing intake CRM), and designed to drive speed-to-lead, persistent follow-up, and accountability without the heavy setup or enterprise-level cost. The result is more conversations, cleaner reporting, and a team that spends time talking to prospects instead of managing tools.
Let's Talk Software!
Frequently asked questions
- Mind-blowing First impressions for your potential clients.
- Consistent, documented outbound follow-up using your firm's standards.
- Your own Dialer, CRM software, automations, and reporting.
- Daily coverage custom to your firm's needs.
- Real-time User and ROI dashboards so firms always know their numbers.
- Staying up to date on industry trends. Yes, we also have AI... No, we won't shove it down your throat.
- Have strong demand but inconsistent follow-up
- Lack clearly defined intake processes and KPI's
- Miss cases after hours or on weekends
- Want to scale but can’t sign cases fast enough
Absolutely, and we are happy to! We can meet to discuss your firms criteria and quickly act as your personal sales team to qualify and sign leads on your behalf.
All of our packages are custom to your firm, but expect to pay a one-time implementation fee to build out your channels and customize your sales cadence. After that, we charge monthly for our software based on your usage.
If the engagement is to only sign or qualify cases and transfer to you team, then we work on a per case or warm transfer basis.
Our team specializes in personal injury, but we ultimately support your firm and your needs. If your case flow is 50% personal injury and 50% work comp. We will get criteria for both and be able to qualify based on your standards and workflows.