Built for High-Trust Professions
Automation that respects the confidential nature of professional services
Automated Client Intake
Streamline client onboarding with intelligent forms, document collection, and conflict checks—all automated and compliant.
Compliance Management
Built-in compliance guardrails for legal, financial, and consulting industries with audit trails and secure communications.
Lead Qualification
AI-powered qualification that identifies high-value prospects and routes them to the right team members instantly.
Document Automation
Automated engagement letters, service agreements, and client communications with e-signature integration.
Appointment Scheduling
Smart scheduling that respects attorney/consultant availability, case types, and client time zones.
Practice Analytics
Real-time dashboards tracking case value, conversion rates, marketing ROI, and client lifetime value.
Tailored for Your Practice Area
Industry-specific features that understand your unique compliance and workflow needs
Legal Services
Law firms and legal practices
- Automated case intake and qualification
- Conflict checking integration
- Bar association compliance
- Secure client-attorney communications
- Case management system integration
- Referral tracking and management
Financial Services
Advisors, accountants, and consultants
- Client onboarding automation
- SEC/FINRA compliance features
- Portfolio review scheduling
- Tax deadline reminders
- Document vault integration
- Referral partner management
Consulting Services
Management, IT, and strategy consultants
- Project scope qualification
- Proposal automation
- Client needs assessment
- Multi-stakeholder coordination
- SOW and contract management
- Deliverable tracking and alerts
Streamlined Client Intake Process
From first contact to signed engagement—fully automated and compliant
Initial Contact
AI chatbot collects case details, checks conflicts, and assesses urgency
Qualification
Automated questions determine practice area fit, budget, and timeline
Scheduling
Smart calendar booking based on case type, attorney specialization, and availability
Document Collection
Secure portal for uploading required documents, IDs, and supporting materials
Engagement
Automated engagement letter generation and e-signature collection
Onboarding
Case management system update, payment setup, and welcome sequence
Enterprise-Grade Security & Compliance
Our platform meets the stringent security and compliance requirements of legal, financial, and consulting professions.
Works With Your Practice Management Tools
Seamless integration with the software you use to run your practice
Legal Tech
- Clio
- MyCase
- PracticePanther
- LawPay
- LexisNexis
Financial Tools
- Wealthbox
- Redtail
- QuickBooks
- Xero
- Financial Planning
Consulting Platforms
- Salesforce
- HubSpot
- Monday.com
- Asana
- Notion
Don't see your platform? We support custom integrations via REST APIs and webhooks.
Contact us about your integration needs →Practice Intelligence That Drives Growth
Real-time dashboards and analytics that help you understand what's working, where leads come from, and how to optimize your practice for maximum profitability.
- Lead source attribution and ROI
- Conversion rate by practice area
- Average case value and lifetime value
- Marketing campaign performance
- Client acquisition cost tracking
- Practice capacity and utilization
Real-Time Dashboards
Monitor practice performance across all key metrics with customizable dashboards designed for partners, associates, and marketing teams.