Client Intake CRM
Structured lead capture and intake pipelines that flow straight into matters — no re-typing.
Features
Every module. One operating system.
These are the real platform modules — the same catalog your plan entitles. No feature theater: if it is listed here, it is a module the platform defines.
Practice operations
Document Generation
Generate documents from templates, auto-filled with matter and client context.
E-Signature
Send retainers and agreements for signature and track exactly what is outstanding.
Forms
Structured forms for intake, requirements, and internal workflows.
Practice Area Templates
Practice-area matter templates with requirements, tasks, and deadlines built in.
Billing & money
Expenses
Matter expenses recorded in context and carried into billing.
Invoices
Pre-bills, approvals, invoices, and collections in one accountable flow.
Payment Plans
Installment plans with schedules, tracking, and status visibility.
Payments
Card payment workflows connected to invoices and reconciliation. Availability subject to provider onboarding.
Plaid (Financial Evidence)
Bank connectivity for financial evidence in intake and matter workflows.
Time Tracking
Capture time against matters as work happens, ready for pre-bill review.
Trust/IOLTA
Trust ledgers, dual approvals, and reconciliation workflows. Availability subject to your deployment and provider certification.
Client experience
Client Portal
A calm, secure portal: status, next actions, uploads, messages, and payments.
Dedicated Branding
Your firm brand across the portal and client communications.
Firm email connected to matters so communication keeps its context.
Automation & platform
AI Governance and Firm-Owned AI Keys
Matter-aware AI review and drafting with sources attached and human approval gates.
API
Programmatic access to your firm data.
Integrations
Connect the tools your firm already runs.
Reports
Revenue, collections, matter velocity, workload, and firm performance.
Webhooks
Real-time events delivered to your systems.
Module availability depends on your plan and add-ons — see Pricing for what each plan includes. Payment and trust capabilities additionally depend on provider onboarding and the deployed configuration.