CRM data entry for law firms.

Matters opened with the detail already captured.

Legal enquiries are high value and slow to arrive, which makes each one worth handling properly. They often come in during a stressful moment for the person enquiring, and they are usually contacting more than one firm at once. Manual entry is the first thing dropped on a busy day, and busy days are when the most enquiries arrive. The result is a pipeline that looks thinnest exactly when it is fullest.

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What it covers for
partners and practice managers

Software that puts every enquiry into your CRM properly, so your pipeline reflects reality instead of whoever remembered to type it in.

Enquiries logged automatically from every channel
Calls, emails and messages attached to the right record
Duplicates merged rather than stacked
Fields filled from the conversation itself
Nothing depends on anybody typing it up later
A pipeline that matches what actually came in

Built around how partners and practice managers work

Most CRMs are half empty, and the half that is missing is the half nobody had time to enter. That makes every report from it wrong, which is why people stop trusting it, which is why they stop filling it in.

Enquiries answered before the person contacts another firm
Practice area identified before it reaches a fee earner
Conflict checks started early
Enquiries that are not for you handled well anyway

Alongside the systems you already use, or instead of them.

We build around your own enquiry flow, as a web app and an iOS and Android app, on our own post-trained models where they fit. Keep the CRM and the job management software you use today and connect the two, or let the new tool take their place. We do not buy or sell leads, and we do not run a marketplace.

Talk to us about your enquiries

*Every engagement is scoped and quoted up front. Results vary by workflow and business.

More for partners and practice managers

Good questions, answered

Which CRMs can you work with?

Most of them, one way or another. Where there is no clean integration we build to the data rather than asking you to change systems.

Will it overwrite what our team enters?

No. Human entries win, and anything automatic that conflicts is flagged rather than applied silently.

Will it give legal advice?

No. It is built to gather and route, not to advise, and anything that edges toward advice is handed to a person.

How do you handle confidentiality?

It is a design constraint from the first conversation rather than a feature. What is collected and where it lives is decided with you before anything is built.

Can it work out the practice area?

Usually yes, well enough to route. Where it is ambiguous it is built to pass to a person with the detail attached rather than to pick.

Tell us where the enquiries go

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Tell us what you're trying to do and we'll reply with how we'd build it, no obligation.