My team won't keep a CRM up to date.

Correct, and that is why this one does not ask them to. It updates from what happened — a reply, a booking, a signed quote — rather than from data entry.

Can automation give legal advice?

No, and it does not. It captures the nature of the matter, checks for conflicts against your rules, and books a consultation. Every word of advice comes from a person.

How does it handle conflict checks?

Names and opposing parties are captured at intake and checked against your list before a consultation is confirmed, which is earlier than most firms manage manually.

Legal · STN 04 — Chase

You can see
the whole line.

Distress plus comparison. The firm that answers first has an enormous advantage before price is ever discussed. Every open enquiry, what stage it is at, and what happens to it next. Without it, no idea what is open, what has gone quiet, or what this month actually looks like — and for law firms and legal practices taking enquiries from the public, that adds up to $56,700 a year.

Book the leak audit

free leak audit · 10 minutes · no login

What it is costing now

~~$56,700~~

a year for law firms and legal practices taking enquiries from the public. Struck through because it is recoverable.

Based on 3 unanswered enquiries a month at $4,500 average matter value, of which 35% would have converted. Your leak audit uses your numbers, not these.

What changes

Every open enquiry, what stage it is at, and what happens to it next.

One board showing every live enquiry and quote, what state it is in, and what the machine will do about it next. Not a dashboard you have to maintain — it fills itself from what actually happened. On the line this sits at station 4, chase — the point where enquiries either turn into matters or quietly stop. The people qualified to speak to a new client are billing, in court, or in a meeting.

The board — Legal — chase station

RUNNING

TueCosts estimate #14 — commercialDay-5 chaseInstructed
19:26Family law enquiry — initial adviceMissed callConsult Thu 10:00
21:40Conveyancing — contract reviewWeb chatBooked Wed
06:00Shift summary → principal's phoneReport3 consults booked

How it runs

What the pipeline board changes for legal

01
It fills itself
Stages move on real events — replied, booked, quoted, won — not on someone updating a record.
02
Nothing stalls silently
Anything sitting too long in one stage surfaces instead of sinking.
03
You see the money
Open value by stage, so you know what is actually in front of you this month.

Straight answers

The pipeline board for legal practices — questions people ask

My team won't keep a CRM up to date.: Correct, and that is why this one does not ask them to. It updates from what happened — a reply, a booking, a signed quote — rather than from data entry.
Can automation give legal advice?: No, and it does not. It captures the nature of the matter, checks for conflicts against your rules, and books a consultation. Every word of advice comes from a person.
How does it handle conflict checks?: Names and opposing parties are captured at intake and checked against your list before a consultation is confirmed, which is earlier than most firms manage manually.

Same trade

Everything else that runs on a legal line

Same station

The pipeline board in other trades

Legal · Pipeline board

Find your leak
in 10 minutes.

We count what is leaking out of your pipeline right now and put a dollar figure on it. Free, ten minutes, no login, no obligation.

You see the number before you spend anything.