Intake & CRM

Client intake and relationship management.

Deployment

Cloud

Client intake platform focused on estate planning. It collects family, contact, asset and beneficiary information and supports transfer of that information into connected practice and document workflows.

Firm size fit

Estate-planning firms; plans are organised around new-matter volume.

Pricing model

Firm plans based on monthly new-matter volumes, with annual billing options; confirm currency and tax.

Deployment

Online client intake platform.

Legal software modules that extend existing practice systems with CRM, business intelligence, timekeeping, tasks, matter access and client-service tools. The CRM supports enquiry capture, referrals and business development activity.

Pricing model

Modular offering; obtain a quote for the chosen integrations and functions.

Deployment

Cloud-based modular applications.