CRM & Intake

$15/user/mo

Turn calls into consults into clients.

Workflow in this demo: Lead pipeline → intake form → booked consult

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Interactive prototype — this is a front-end demo. No data is saved, and actions simulate the real module experience.

Pipeline value

$18,200

New lead

1

  • Susan Miller

    Family

Contacted

1

  • Tom Brennan

    Brennan Construction

    Litigation

Consult booked

1

  • David Park

    Park Realty

    Business

Retained

1

  • Amelia Hart

    Estate

Lost

0

    Want crm & intake in your firm?

    Early firms lock in draft pricing for the first year and help shape the product.

    Request early access
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