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Exclusively for law firms

Better Intake.
Better Intelligence.

Replace messy spreadsheets with a shared intake system that captures the facts that matter—so the next conversation starts with context, not a search for missing notes.

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Intake intelligence

  1. Capture the facts
  2. Prepare the consultation
  3. Understand the outcome

The problem

A handoff is only as good as the information behind it.

A prospect calls about a family law matter. Intake records a phone number in one spreadsheet, adds notes somewhere else, and mentions the consultation to a colleague. By the time the closer prepares, the matter type, lead source or reason for calling may be missing.

Those gaps affect more than one conversation. Intake cannot easily see what happened next, the closer has to ask the same questions again, and marketing sees a lead count without the context to judge whether those inquiries became worthwhile opportunities.

How CRM.law helps

One prospect record. A better-informed team.

Capture consistent intake facts

Keep contact details, practice area, matter type, location, qualification and notes together. Record the acquisition source separately from the contact channel: a phone call explains how someone contacted you, not which marketing source brought them in.

Make the handoff explicit

Intake By identifies the person collecting the information. Consult With identifies the eligible attorney or salesperson responsible for the consultation. When a real consultation is scheduled, the linked opportunity carries the prospect's information into that person's pipeline.

Keep context connected to progress

Consultation details, outcomes and next steps stay associated with the opportunity. The source performance report connects recorded sources to inquiries, completed consultations and verified retainers, giving the team a basis for discussing lead quality beyond volume.

The business impact

Less friction between intake, marketing and sales.

Consistent information helps closers prepare, makes responsibility clearer, and gives managers a more useful view of the prospect journey. Marketing can compare what happens after an inquiry, rather than treating every lead as equally valuable.

CRM.law provides the shared record; the team still needs to capture accurate facts and keep outcomes current. It supports inquiry-to-retainer revenue operations, not the practice-management work that follows.

Better information at intake leads to better-informed decisions throughout the prospect journey.

Better Intake. Better Intelligence.

Give every consultation a stronger starting point.

Get started