Calendars and booking
Let customers book themselves.
- Online booking pages
- Round-robin and team calendars
- Class and group bookings
- Google and Outlook sync
- Zoom, Google Meet and Teams links
- Paid bookings and deposits
Legal
AI CRM for independent advocates.
Look after every enquiry even when you are in court. We reply to every enquiry in seconds, follow up automatically, and give you a dedicated person to help you grow.
What we fix
The problems we solve for independent advocates.
Consultation booking
Enquiries answered and consultations booked automatically.
Document collection
Clear checklists and reminders until every document arrives.
Case update communication
Clients get updates without calling your office.
The platform
Everything for independent advocates, in one platform.
Replace a stack of separate tools with one platform, set up for your business and managed with you.
Sales and payments
Quote, invoice and get paid faster.
- Estimates, proposals and e-signed contracts
- Invoices and recurring billing
- Payment links sent by text or email
- Order forms with upsells
- Online store and product catalogue
- Gift cards, coupons and loyalty rewards
Unified inbox
Every conversation in one place.
- Calls, SMS, email and website chat
- Facebook, Instagram and Google Business messages
- Reply templates and snippets
- Call recording and transcripts
- Team assignment and internal notes
- Mobile app with push notifications
Automation
Follow-up that never forgets.
- Visual workflow builder
- Automatic follow-up sequences
- Appointment and payment reminders
- Birthday, seasonal and re-engagement campaigns
- If/else logic, waits and A/B paths
- AI steps that sort leads by intent
CRM and pipelines
Every lead and customer in one place.
- Unlimited contacts and team users
- Visual sales pipelines with drag-and-drop deals
- Custom fields, tags and smart lists
- Lead scoring and activity timeline
- Tasks, notes and reminders
- Import, de-duplicate and bulk update contacts
Reputation and reviews
More five-star reviews, on autopilot.
- Automatic review requests
- Google and Facebook review monitoring
- Review widgets for your website
- Video testimonials
- Business listings management
- Referral and affiliate tracking
Lead capture
Catch every enquiry, from every source.
- Forms, surveys and quizzes
- Website chat widget
- Call tracking by campaign
- Missed-call text-back
- QR codes and business-card scanner
- Lead prospecting tool
AI employees
AI that answers, books and follows up for you.
- AI receptionist that answers calls 24/7
- AI chat assistant across every channel
- AI appointment booking
- AI review replies
- AI writing for emails, posts and pages
- Custom AI agents for your own workflows
Websites and funnels
Pages built to turn visitors into leads.
- Website and landing page builder
- Sales funnels and webinar funnels
- Blog
- AI page generation
- Hosting and domain management
- Split testing
Marketing
Reach the right customers at the right time.
- Email marketing with drag-and-drop builder
- SMS campaigns
- Social media planner and scheduling
- Google and Facebook ad manager
- Audience segments and smart lists
- Newsletter automation
Courses and communities
Teach, train and build a following.
- Online courses and membership areas
- Drip content and paid access
- Private communities
- Certificates
Reporting
See what is working, and what is not.
- Custom dashboards
- Lead source and ad attribution
- Pipeline and revenue reports
- Call and team performance
- Google Analytics connection
- Daily owner summary
Also in legal
Explore other legal specialities.
Free audit
Find out how many leads you are losing.
Book your free audit. We look at your lead sources, reply times and follow-up, and show you where sales slip away.
- No cost, no commitment
- A clear plan with an ROI estimate
- A reply within one working day
