Legal · CRM with AI receptionist
The CRM that answers when a potential client calls — and books the consultation
One AI answers your phone, WhatsApp, website chat, Messenger, and Instagram — and arrives already speaking legal: the matters pipeline your team runs and the fields you actually track, configured before you finish signing up.
No credit card. Set up in about a minute.
W. Hodges
“Estate plan — Hodges”
Captured on the call
Fee: Flat
Value: $4,500
Sample caller — the fields and the stage are the real Legal template.
The intake, handled
What the AI asks your callers.
These are the actual fields on the Legal template — the same definitions your workspace gets at signup, and the same ones the AI receptionist works from on every call. Rename them, add your own, and the AI follows.
Matter Type
asked every call- Personal Injury
- Family Law
- Criminal Defense
- Estate Planning
- Business/Corporate
- Real Estate
- Immigration
- Bankruptcy
- Employment
- Other
Case Number
→ in the caller's own words
Opposing Party
→ in the caller's own words
Opposing Counsel
→ in the caller's own words
Court / Jurisdiction
→ in the caller's own words
Retainer Amount
→ a dollar amount
Fee Structure
- Hourly
- Flat Fee
- Contingency
- Hybrid
Statute of Limitations
→ a date
Next Court Date
→ a date
Your pipeline, pre-built
Matters move through 6 real stages.
Consultation, Retained, Discovery, Negotiation, Settlement/Trial, then Closed — the pipeline a legal business actually runs, not a generic sales funnel. Drag matters across stages, and every stage, color, and label is yours to edit.
- Consultation
- Retained
- Discovery
- Negotiation
- Settlement/Trial
- Closed
- Consultation
- Retained
- Discovery
- Negotiation
- Settlement/Trial
- Closed
Estate plan — Hodges
W. Hodges
Ramirez v. Halstead
Elena Ramirez
Chen LLC formation
K. Chen
Real template data — these stages and fields exist the moment you pick Legal.
Everything included, from day one
The whole front office, tuned for legal.
Omnichannel AI Receptionist
Collects the matter type — personal injury to estate planning — books the consultation, and leaves conflict checks to you.
Live Quote → Paid
Quotes priced from your price book on the server — one tap approves, the invoice follows, payment happens online.
Marketing Engine
Referral-nurture email to your network and review requests when matters close well.
Social & Lead Capture
Facebook Lead Ads land straight in the pipeline; post to four networks and run website chat from one screen.
Retention & Reviews
Service plans create the next job on schedule; Google review replies arrive drafted for your approval.
Intelligence & Trust
Ask your numbers a plain question. Underneath: encryption, two-factor auth, and pricing you can read on one page.
Straight answers
Questions legal owners ask.
- Can it quote legal fees over the phone?
- It quotes what you put in the price book — a flat consultation fee, for instance — and nothing else. Fee structure (hourly, flat, contingency) is a field on the matter, captured for your intake call, not decided by the AI.
- What happens when the AI answers a call?
- It answers on your phone line, WhatsApp, website chat, Messenger, or Instagram, collects the details your Legal template tracks — matter type, case number, opposing party — and creates the matter in your Consultation stage. You get the summary, not the interruption.
- Do I have to build the pipeline myself?
- No. Picking Legal at signup provisions the 6-stage pipeline — Consultation → Retained → Discovery → Negotiation → Settlement/Trial → Closed — plus 12 trade-specific fields. Every stage, field, and label is editable once you're in.
- Which channels does the AI receptionist cover?
- Phone, WhatsApp, website chat, Facebook Messenger, and Instagram — one AI, one inbox. It can lead the conversation in Spanish and speak in your own cloned voice.
- How do I try it?
- Start a 14-day free trial — every feature, no credit card. Setup takes about a minute, because the Legal template does it for you.
Your next matter could book itself.
Pick Legal at signup and the pipeline, fields, and AI receptionist are already yours. The template does the setup.