Inside the app
Everything your front office does, in one place.
A walkthrough using a demo law office. The people and numbers are sample data, but the screens are the real app.
A walkthrough using a demo law office. The people and numbers are sample data, but the screens are the real app.
Each inquiry becomes a card that moves across your pipeline. You can rename the stages to match how you work. This demo uses New Inquiry, Consultation Booked, Proposal Sent, Retained and Matter Complete.
Leads, clients and referral partners live in a single contact list, with the last time you were in touch right in the row.
Set up a voice agent with its own name, voice, greeting and goals. You can start from an industry template, such as the Legal and Family Attorney one shown here, then test it with a call before it goes live.
Build an estimate, send it, and turn it into an invoice when it's accepted. Track what's sent, invoiced, paid and due without leaving the app.
Start from a template library, such as the attorney proposal and real estate agreement used here, make it yours, and send it for signature.
See open opportunities, pipeline value and your funnel on one dashboard, so you spend time on what actually brings in clients.
All screens show a demo account with sample data.
Post once, publish everywhere.
Connect your accounts and plan your posts from one place: Facebook, Instagram, LinkedIn, TikTok, YouTube and more.