Why It Matters
Firms use legal CRMs to see relationships across partners and practice groups, plan marketing and follow up on leads. Data quality is the usual challenge, so automatic contact capture is a common feature.
Intake, Portals & Self-Service Companies
SandstoneSandstone is an AI platform for in-house legal teams to manage and resolve legal…
CheckboxCheckbox is a legal front door for in-house legal teams that captures, triages, automates…
LawmaticsLawmatics provides client intake, CRM and marketing automation software for law firms.askLexAskLex is an AI legal-assistance application for Lebanese law that is designed to answer…
BriefcaseBriefcase develops AI case-management software for court systems, supporting digital workflows that reduce delays…
CaseLineCaseLine is a subscription legal case management platform for U.S. government legal teams, including…
Related Terms
- Legal intake
- How requests reach a legal team, or how new clients reach a firm, ideally through one front door that captures the details and routes the request.
- Conflict check
- Searching a firm's records for relationships with a prospective client, opposing parties and related entities before taking on a new matter.
General information, not legal advice. Part of the Legal Tech Glossary, 173 terms in plain English.