Attorney Office System
A radically simplified client intake and lead management system designed specifically for small and solo law firms.
Everything your firm needs to manage new clients. Nothing it doesn't.
The entire intake-to-client journey.
No CRM terminology. No workflows, pipelines, triggers or technical configuration. Just the work your firm already does.
Home
A simple dashboard showing new leads, upcoming consultations, active prospects and recent activity — everything at a glance.
Leads
Prospective clients and their current status, organized and ready for follow-up.
Messages
Email and SMS conversations with prospects, kept together in one place.
Calendar
Consultations and appointments, so prospects can book without telephone tag.
Clients
Prospects who have retained the firm, moved forward cleanly from lead to client.
Know where every lead stands.
A single, simple path from first inquiry to retained client.
A prospective client reaches out.
Your firm has responded.
A meeting is on the calendar.
The outcome is recorded.
What it is — and what it isn't.
Attorney Office System is not full legal practice-management software. It does not replace specialized legal case-management, trust accounting or legal billing systems.
Its job is extremely clear:
Turn inquiries into consultations and consultations into clients.
What it does
- Capture new inquiries
- Organize every lead
- Centralize messages
- Schedule consultations
- Track to retention
What it doesn't
- — Case management
- — Trust accounting
- — Legal billing
- — Document automation
- — Court filings
See it working before you decide.
A demonstration office with fictional leads, conversations and clients.