Intake & call handling
CRM setup + management
Clio Grow, Lawmatics, or Captorra. Pipeline, intake stages, routing rules, task automation, Nora integration. Setup in 2 weeks, managed monthly.
$1,495
one-time
+ $195/mo management
What's included
Everything in the package.
- Platform choice: Clio Grow, Lawmatics, or Captorra
- Pipeline stages mapped to your intake process
- Routing rules by case type, jurisdiction, source
- Task + email automation per stage
- Nora + intake-form integration
- Monthly reports + 1 revision cycle
When a firm needs this
Three signals it is time.
If leads are living in spreadsheets
Lost cases to spreadsheet drift. CRM pays for itself inside the first month.
If the firm cannot see conversion by source
Spend without attribution is spend you cannot defend. CRM reports by referral source.
If follow-up is manual
Automated follow-up sequences stop the "I'll call them tomorrow" drift.
In the tiers
Bundled into these subscription tiers.
À la carte at the price above, or included at these subscription tiers. Bundled rates always come out ahead of à la carte if you want more than one service.
Core
Pro
Elite
Enterprise
Pairs with
Services most firms buy alongside this one.
Start it
Pick this up à la carte or bundle it.
À la carte starts the first of next month. Bundled into a subscription tier, it starts the day the tier does.