Client & CRM Solutions
Capture every enquiry, follow up at the right time and keep a full picture of each client relationship — from first contact to closed matter and beyond.
Client Pipeline
Property dispute
Contract review
Employment claim
Thu 4:00 PM
Trademark
Fri 11:00 AM
Interface preview with illustrative sample data.
The challenge
Enquiries arrive by phone, email, website and referral. Without a system to track them, follow-ups are delayed and opportunities quietly disappear.
Key features
Log enquiries from every channel into one list with source, practice area and urgency.
Move prospects from new enquiry to consultation to engaged client on a visual board.
Schedule consultations and record notes and outcomes against the client.
Set follow-ups so no promising enquiry goes unanswered.
Keep calls, emails and meeting notes in one timeline per client.
Understand where enquiries come from and how many become clients.
Benefits
Example workflow
Record the enquiry with contact details, matter type and source.
Schedule a consultation and record notes and next steps.
Use reminders to follow up until a decision is made.
Turn the enquiry into a client and open a matter in one step.
FAQs
Have a question that isn't answered here? Ask our team.
Website forms can be connected so new enquiries appear in your pipeline. We'll confirm the integration options for your website during setup.
Yes. It is shaped around legal intake — practice areas, consultations, conflict-check notes and conversion into matters — rather than generic sales deals.
Yes. Converted clients can move straight into matters in our practice management software.
You can record conflict-check notes on each enquiry as part of your intake process.
Related software
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Book a personalised walkthrough with our team, or talk to sales about your requirements, team size and rollout.