Capture, qualify, and route new business.
Every new matter starts structured, summarized, and moving — from the first contact through to a signed case.
Intelligent Intake
Leads arrive ready to work.
Capture and qualify incoming matters with intake that structures the information from the first touch — and hands you an AI summary so you know what you're looking at before you've read a word.
New lead intake
LiveRuns automatically when a new intake submission is received.
New matters arrive ready to work.
Capture and qualify incoming matters with intake that structures the information from the first touch — and hands you an AI summary so you know what you're looking at before you've read a word.
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Structured from the start
Data captured into the record, not a loose form.
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AI intake summaries
Know the matter at a glance. Key data extracted and summarized.
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Qualify faster
Leads qualified and scored so you know what's worth pursuing, sooner.
Referral System - Send, Receive and Sync
Turn every lead into an opportunity. Build a robust referral channel with a referral portal that routes business in and out cleanly.
Use your existing network, ours, or both
Have partners you prefer, refer to them first. If not, find the right fit in our referral network.
Referral portal
Route referrals in and out; keeping status in sync
One system
Intake, contacts, and referrals in the same place as the case.