What you'll see

The demo loads a realistic family law practice with sample leads, completed intakes, and active matters. Everything works — you're exploring the real product, not a slide deck.

  • Leads at every stage — new, in progress, qualified, and stalled
  • Readiness scores showing which matters need attention
  • Conflict signals flagged on sample intakes
  • Engagement letters with e-signature workflow
  • Revenue risk signals for connected billing systems
  • Firm Control Tower with operational metrics

A guided walkthrough

1.Dashboard — See the Firm Control Tower with today's priorities
2.Pipeline — Browse leads on the Kanban board, click into a lead detail
3.Intake — Open a completed intake to see readiness scoring in action
4.Conflicts — Review conflict signals on flagged matters
5.Documents — See engagement letter generation and e-signature flow
6.Billing — Explore revenue risk signals for connected systems

Demo mode is read-only with synthetic data. Changes won't be saved.

Launch the Demo

Just your email. No credit card. We'll send a one-click access link.

Add your name and firm (optional)

Quick security check — takes 2 seconds.

We'll email you a link to access the demo.

See the workflows in action

Short product tours of what firms use most — recorded in the real product, not a slide deck.

How intake works

Send a client their intake, see what they fill out, or have it go out automatically the moment a lead reaches out.

Consultation scheduling

Set attorney availability, connect Clio Manage, Google, or Outlook, and share a booking link clients can use.

Detailed assets & asset sheet

Collect per-asset detail after engagement, then export a per-category asset sheet straight to Excel.

Send an intake

The quick staff how-to: create a lead, pick the practice area, and send the branded intake in about a minute.

Ready to set up your firm?

When you're ready, self-serve onboarding takes just a few minutes. Most firms are live the same day.