Each one does part of the job. The difference is who follows up after the first contact.
Clio Grow and Lawmatics are examples of intake CRMs. Named products describe a category, not a review of any vendor.
Each option below is the right buy for some firms. If one of these describes you, buy that instead.
You need a person to pick up and take a message, and your team already follows up reliably after that.
Someone on your team has the time and the skill to build workflows and manage them every week.
Steady volume during office hours fills a role, and after-hours inquiries are rare.
You want to set up the automations yourself, and someone on your team watches them.
We build and manage the workflows on rules you approve. You keep every legal decision, and your practice management system stays where it is.
Often, yes. Some firms keep a live person answering the phone. Someone still has to follow up after the message is taken, and that is the part we handle.
They can hold the intake record. Someone still has to build the workflows and watch them on a Tuesday night. In the audit we tell you whether you need us or more time with the tool you already have.
Not always. We charge a fixed monthly fee plus a one-time implementation fee, with unlimited seats and no per-user pricing. The first term is 3 months, then month to month. We quote after the audit, in writing, with what is included. The figure is on the pricing page.
Bring a recent month of inquiries and a picture of what you use today. You leave knowing which option fits you, even if it is not us.
Not ready for a call? Take the 5-minute scorecard →The list is yours to keep, even if we never work together.