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Smarter

Communication

for Law Firms

We help legal teams modernize how they handle client intake, internal communication, and case coordination—without disrupting billable work or increasing risk.

Client Intake Comparison

Intake Volume

Manual Process

Modern Flow

0

20

40

60

Client Follow-Up Time

3x

More follow-ups, fewer missed calls

No Vendor Bias

Built for Legal Teams

Where Law Firms Get Stuck (and Why It’s Not a Staff Issue)

Your team isn’t the problem. The problem is outdated tools, siloed systems, and unclear ownership. That’s what slows down intake, frustrates attorneys, and creates gaps in client experience.

Fixing Client Intake

Intake is your firm’s first impression—but most systems don’t support it. We help legal teams streamline communication, routing, and visibility so intake actually works.

Inbox

Slack

Case Status?

24 Jan

In Progress

Zoom

Deposition

12 Jan

Missed

Voicemail

Intake Team

15 Jan

Calls go unanswered or routed incorrectly

No system for first-touch intake

Lost time = lost revenue

Cross-Team Chaos

Legal ops, IT, attorneys, admin—everyone depends on your comms stack, but no one really owns it. We help align decisions before the tech even gets picked.

No one owns the tech—but everyone depends on it

Everyone’s needs are valid—but misaligned

Decisions get made—but don’t stick

Done

Need Review

In Progress

Incomplete

Task List

Pain vs. Progress

You’re doing the work. But outdated systems, limited capacity, and risky decisions keep teams like yours from moving forward. Let’s unpack the friction.

What Happens When Your Comms Stack Works

Transparent pricing, with plans that match your needs.

In Use

Client calls route cleanly and clearly

Calls go where they should—by case type,

language, or urgency—without relying on memory.

Smart routing by legal practice area

Missed calls trigger automatic alerts

Voicemails convert to follow-up tasks

Reception, paralegals, and attorneys stay in sync

Everyone’s on the same system

One platform for calls, messages,

and client updates—no more toggling or guessing.

Shared inboxes for client comms

Paralegals and attorneys see the same history

Voicemails, texts, and notes are logged in one place

Case teams collaborate without overlap

Every touchpoint gets

tracked automatically

Every touchpoint gets tracked automatically

All calls and messages logged + time-stamped

CRM updates happen automatically

Easy audit trails for internal or external review

Faster, cleaner conflict checks

New tools actually get adopted

You make the right call. We help it land

with structure, support, and internal buy-in.

Onboarding is role-based and repeatable

Admins get clear workflows, not just logins

Attorneys feel supported, not forced

We stay involved through rollout

How We Help Law Firms Make Smarter Comms Decisions

01

Map What’s Real

We start with your current process—not a vendor pitch

From intake to attorney handoff, we surface where things break down.

Audit current tools and call handling workflows

Identify gaps in follow-up, routing, and visibility

Document what staff actually use (vs. what's on paper)

02

Curate What Fits

You get a smart shortlist—not a sales deck

We recommend platforms based on how your firm runs—not who’s paying us more.

Compare 2–3 options based on legal-specific needs

Flag risks around licensing, adoption, or support

Show trade-offs clearly, so you can choose with confidence

03

Support the Rollout

You stay in control. We help you stick the landing.

From training to admin workflows—we help make it real.

Help build internal rollout plans and expectations

Stay available post-decision for guidance

Make sure new tools actually get adopted

Results That Move the Firm Forward

The difference shows up fast: faster intake, fewer errors, better collaboration—and a tech stack your whole team actually uses.

3x

faster response to new client inquiries


No more missed voicemails or call roulette.

50%

Less admin time spent tracking down notes

One system. Full visibility. Less chasing

100%

Of comms logged and auditable


Built-in compliance for intake, follow-ups, and handoffs.