Matters and deadlines
Every matter carries its deadlines, with graduated alerts.
The operating system for firms where every deadline entered carries its reminders.
In a law firm, the loss is rarely in production: it's in converting the consultation into a retained matter, and in billable time never recorded. An effective legal CRM tracks the retainer, alerts on limitation deadlines, and captures time as it is spent, not at month end.
Built for Law firms, notaries, legal counsel
Switch surface, act on the signal, open a file and advance it, switch on an automation and read the exact message it would send. Nothing here is a picture.
Every indicator on this console is demonstration data: figures, percentages and counts alike.
Recorded same day — demo data.
Limitation, court dates and agreed deadlines in one queue.
A missing document blocks the next step — it is chased, not awaited.
These points describe what the system does. None is a result measured at a client: H&S has none yet on this product.
The stages and fields carry the words your team already uses. That is the first reason a CRM ends up used rather than abandoned.
Every matter carries its deadlines, with graduated alerts.
Retainer balance visible at all times, automatic reminders.
Time is recorded from the matter, in two taps.
Per-matter walls. Intake carries the conflict-check step with its timestamp — the search itself stays with the firm.
The 15-minute call determines what actually needs adapting. You leave with the written diagnosis, even if we never work together.
Already know what you want? The first phase can be ordered directly.
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