The platform
Everything between a visitor and a working file.
What each piece of the platform does, how it works, and what it changes for your intake. Written plainly, so your firm can hold us to every word.
AI Intake
A receptionist that never sleeps
An AI assistant greets every visitor, asks the right questions one at a time, and turns conversations into structured intake, around the clock.
Channels
Every door into your firm
Web chat, website forms, and Meta lead ads all land in the same pipeline, with the same structure and the same follow-up discipline.
Pipeline
From first message to signed retainer
A pipeline built around how law firm intake actually works: approval before outreach, assignment, stages, and nothing falling through.
Matters & Practice
Built for the practice of law
Practice-area-aware intake, matter records, party tracking, and a conflicts register. It is the legal layer generic CRMs don't have.
Insights
Know what your intake is worth
Volume, conversion, after-hours capture, and source attribution, so you know which channels pay and where leads stall.
Security & Trust
Confidentiality, engineered
Canadian data residency, firm-level isolation, and role-scoped access designed around the duties law firms actually carry.
See it running on your website.
A live demo with your practice areas takes half an hour to set up.
Book a demo