Intake forms
Capture the facts, parties, and documents you need before the first consultation.
Early access Professional services
Legal Intake & Matters
Turn inquiries into signed clients without losing the details.
A focused intake and matter management system for small law firms and solo attorneys. Capture leads, run conflict checks, send engagement letters, and track matter status.
Illustrative interface. Your deployment includes your branding and configuration.
Legal Intake & Matters is in early access.
Register interest
We are polishing the release and onboarding a small group of design partners. Join the list for a demo, a firm delivery window, and early-access pricing before general availability.
Built for the work
Everything the day actually requires.
Not a generic database with a new logo. Workflows shaped around the way a professional services business operates.
Conflict checks
Search parties and related records before a new matter moves forward.
Engagement letters
Generate letters from templates, collect signatures, and file them with the matter.
Matter management
Track status, deadlines, notes, and responsible staff without another spreadsheet.
Time & activity
Capture billable activity and export clean records for invoicing.
Access controls
Limit sensitive matters to the right people with role-based permissions and audit logs.
A day in the system
One flow, from first contact to final invoice.
Fewer tabs. Fewer handoffs. A clearer picture of what is happening in the business.
Intake
Turn a website inquiry or referral into a structured lead with the right documents.
Engage
Run a conflict check, send the engagement letter, and open the matter.
Manage
Track deadlines, activity, and status from a dashboard the whole firm can trust.
A look inside
Clean screens. Real workflows.
Every deployment is branded for your business and configured around your roles. The previews below show the shape of the system.
The handover
What comes with it.
Enough documentation and support to run the system confidently — not a zip file and a goodbye.
In the box
- Full application source (Source License) or managed license
- Deployment runbook and environment checklist
- Role-based access and audit logs
- Intake form and matter import templates
- Engagement letter templates
- 30 days of launch support
- 12 months of bug-fix updates
- Optional Care Plan and feature packages
30 days included
Launch support, not a handoff and a hope.
Every purchase includes thirty days of launch support by email. We help you get the first real week right — user setup, configuration questions, and the small issues that only show up in production.
- Direct email access to the engineer who deployed it
- A launch checklist and admin runbook
- Optional upgrade to an annual Care Plan
Pricing
One system. Two ways to buy it.
Pay once for the source and own your copy, or license the product for less upfront. Setup and support are optional.
Most flexible
Source License
$9,400one-time
The copy of the code is yours. Modify it, extend it, host it anywhere, and add as many users as you need.
- Full source code and database schema
- Unlimited users and locations
- Modify anything, forever
- No per-user or per-month license fee
- 12 months of bug-fix updates
- 30 days of launch support
No charge today. We will confirm availability and pricing first.
Lowest upfront
Licensed Software
$289/month
Use the software as-is with updates included. Add specific features through a feature package when you need them.
- Lower upfront cost
- Updates and fixes included
- Unlimited staff accounts
- Feature packages available
- No source-code modification
- 30 days of launch support
No charge today. We will confirm availability and pricing first.
Setup & onboarding
Hosting, SSL, installation, branding, data import, user roles, live training, and 30 days of launch support.
$1,500one-time
Ask about setup
Annual Care Plan
Security patches, backup checks, monitoring, support hours, and a named person who knows your deployment.
$1,200/year
See plans
Feature package
Need a new report, workflow, or integration? Licensed customers can request a scoped feature package and we handle the build.
From $950scoped
Get a quote
Checkout is handled by Stripe. We never see or store your full card details. Prices are in USD and exclude applicable taxes and third-party hosting fees.
Before you buy
Legal Intake & Matters questions.
When will this be available?
Legal Intake & Matters is in early access. Join the interest list for a demo, a delivery window, and early-access pricing before general availability.
Is it a full practice management system?
It focuses on intake, conflicts, engagement, and matter tracking. Trust accounting, court filing integrations, and document automation can be added as scoped packages. We will be clear about what is in scope before you buy.
Can we control who sees a matter?
Yes. Role-based access and matter-level permissions are part of the core design, with audit logs to show who viewed or changed a record.
Have a question that is not here? Ask us directly.
Next step
Want to see Legal Intake first?
Join the early-access list and we will show you a working demo, answer the hard questions, and give you a firm delivery window.