CRM & IntegrationLaw Firms◐ In build right now
Firm Practice Platform
One custom system that replaces practice management + marketing CRM — leads to matters, trust/IOLTA accounting, and documents in one place.
How you get it
Included with partnership
Partners don't buy these one at a time — a partnership includes the library.
The problem
Running a firm on two systems — one for leads, one for matters — means double entry and nothing talks.
What it does
✦Replaces practice management and the marketing CRM with one tool
✦Leads flow into matters; trust/IOLTA accounting and documents live in the same place
✦Built around exactly how your firm runs, not a generic template
What it replaces
Two systems and the double entry between them.
Is it real?
In build for a law firm now.
Want to see how this fits your business?