Feature

Client Intake & Leads

Capture enquiries, run conflict checks, schedule consultations, and convert leads into active matters — without spreadsheets.

Multi-channel capture

Log leads from WhatsApp, phone calls, walk-ins, or email. Record case type, opposing party, and contact details in one form.

Conflict check

Run a quick conflict check against existing matters and contacts before onboarding a new client.

Consultation scheduling

Set consultation dates, send reminders, and track attendance. Never lose a potential client to a missed appointment.

Fee quoting

Record quoted fees and fee structures per lead. Compare against actual billing once the matter is active.

One-click conversion

Convert an approved lead into an active matter with all details pre-filled. The client intake becomes the case file.

Status tracking

Track leads from New → Consultation → Converted → Retained. Know your pipeline at a glance.

Never lose another lead

Replace your notebook with a structured intake system that feeds straight into your matter workflow.

Start free trial