• Pipeline Management
  • Built-in Email
  • Document Automation
  • Custom Fields
  • Unlimited Intake Forms
  • Task Management
  • Share Intake Forms via Email
  • Capture Leads via WordPress Plugin
  • Built-in E-Signature (5 included per month) *some restrictions may apply
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Additional Packages

Practice Automation

Automate up to 20 of your most widely used letters and forms such as retainer agreements, court forms and state forms.

Configure custom fields for up to 10 practice areas

Configure up to 10 Task Templates

* Subject to certain limitations based on size and complexity of forms.


Practice Propulsion

Beautiful customizable website design

Mobile and tablet-friendly architecture

Editable legal content for major practice areas

Contact form connection with Zola CRM

Detailed site assessment and visibility enhancement analysis