Platform → Client Onboarding & CRM
A clean intake, before the file even opens
Client and conflict details captured once, at intake, instead of re-typed into three different systems once the matter actually starts.
Structured at intake, remembered after. Client and conflict details are captured once, in a structure suited to the client type, and carried into every matter that follows.
Structured intake, not a blank form
Individuals, companies, NGOs, and trusts each get an intake structure suited to how that client type actually works.
Conflict checks run against your existing client base
Client relationship history visible from day one
No re-entering client details once a matter opens
One client record across every matter they bring you
A returning client’s history, prior matters, and preferences are already there the next time they call.
Full relationship history per client
Referral and origination tracking
Contact details kept in one place, not six inboxes