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The inquiry needs a fast reply
A person with a problem writes to several lawyers at once and chooses whoever replied first. The AI agent replies immediately and books a consultation.
CRM for a law firm
Consultation inquiries, client cases by stage, and documents with access control in one system.
What gets in the way of selling
Cases live in lawyers’ heads
Only the person doing the work knows the case status and deadlines. In the CRM each case has a stage, an owner, and deadlines.
Everyone has different documents
Contract versions diverge, access is not limited. Documents with rights solve both.
A turnkey setup
What the CRM setup for your industry is made of. The system creates the base part at registration.
Fields on the card
- Case category
- Nature of the inquiry
- Assigned lawyer
- Process stage
- Contract amount
- Key dates
Directories
- Area of law → case category → service
- Courts and instances
- Document templates
Channels we connect
Instagram
Telegram
WhatsApp
Modules
- Inquiry and case funnel
- Tasks and deadlines
- Documents
- Finance and cash
An AI agent for your scenario
The agent takes the inquiry, clarifies the nature of the question and the case category, answers questions about consultation cost, and books an appointment. The agent does not give legal opinions.
Other industries
We will set up the CRM for your business free for 14 days
We will show the system on your processes, connect messengers and telephony, and set up an AI agent on your price list.
Workspace opens immediately · 14 days free · no card