Suite · Catalog
The full 259-tool catalog.
Every capability in the Fount pack, grouped by sub-hub, with its customer-facing state label and whether it runs as an AI agent or a human-driven tool. Use /suite for the buyer view.
Platform
Platform / Command Center · 9
One cockpit for leads, matters, revenue, and AI activity.
- Available in prototypeFirm Command CenterDaily operating cockpit for leads, consults, retainers, matters, deadlines, revenue, and AI activity.Tools you use
- Available in prototypeFount AI CopilotOne assistant across intake, follow-up, consult prep, documents, billing, and firm operations.AI does it
- VisionMatter WorkspaceA unified view of contacts, timeline, docs, tasks, messages, billing, and AI summaries for each matter.AI does it
- VisionToday ViewA prioritized list of what needs attention today: hot leads, overdue follow-ups, unsigned retainers, invoices, and deadlines.Tools you use
- VisionUniversal SearchSearch leads, clients, matters, documents, calls, invoices, notes, and AI summaries from one box.Tools you use
- Available in prototypeAI Activity FeedShow exactly what AI did for the firm: qualified, routed, followed up, summarized, drafted, and escalated.Tools you use
- VisionFirm Setup WizardConfigure practice areas, service radius, attorney profiles, availability, pricing, escalation rules, and integrations.Tools you use
- VisionRole-Based WorkspacesTailored views for owner attorney, intake specialist, paralegal, associate, agency partner, admin, and billing manager.AI does it
- VisionFirm Health ScoreComposite health view for speed-to-lead, conversion, revenue, satisfaction, billing hygiene, and trust controls.Tools you use
Agent · marketing
Acquire / Demand · 16
Turn every visitor and inquiry into a routed opportunity.
- VisionAI Website ChatEmbeddable legal intake chat that captures, qualifies, and routes prospective clients.AI does it
- Available in prototypeFree AI WidgetA no-cost widget law firms can install to qualify traffic, book good-fit consults, and monetize bad-fit demand.AI does it
- Available in prototypeMatched OpportunitiesHigh-fit legal opportunities matched by practice area, jurisdiction, urgency, contactability, and lawyer preferences.Tools you use
- VisionLegal Lead MarketplaceBrowse and accept qualified opportunities from Fount/Pearl demand and marketplace partners.AI does it
- Available in prototypeAI Intake Landing PagesPractice-area-specific pages for PI, family, immigration, bankruptcy, estate, criminal, employment, business, real estate, and more.Tools you use
- VisionLocal Demand ExplorerSee available legal demand by geography, practice area, urgency, and competition.Tools you use
- Available in prototypeSource AttributionTrack every opportunity from Fount, website, Google Ads, SEO, referral, directory, agency, partner, social, phone, and chatbot.Tools you use
- Available in prototypeCampaign AttributionConnect campaigns and channels to consults, retainers, revenue, and ROI.Tools you use
- VisionLegal SEO PagesGenerate local practice-area pages and content modules that route users into AI intake.Tools you use
- VisionReputation ManagerAutomate review requests, testimonial capture, review monitoring, and response drafts.Tools you use
- VisionReferral NetworkRoute out-of-scope or out-of-jurisdiction prospects to trusted firms and track referral outcomes.AI does it
- VisionAgency PortalMulti-firm command center for agencies managing legal marketing, intake widgets, and ROI reporting.Tools you use
- VisionWidget Install CenterCopy-paste install instructions for WordPress, Webflow, Wix, Squarespace, custom sites, and agency deployments.AI does it
- VisionProfile / Listing OptimizerOptimize firm profile, attorneys, practice areas, service radius, intake rules, and conversion copy.Tools you use
- VisionSpend ControlsSet lead budgets, caps, practice areas, geographies, quality filters, and ROI thresholds.Tools you use
- VisionLead Quality Guarantee CenterVisual workflow for lead credits, wrong-fit disputes, duplicates, spam, unreachable leads, and bad geography/practice area.Tools you use
Agent · sales
Intake / Qualification · 18
Qualify fit, jurisdiction, urgency, and value — in minutes, not days.
- Available in prototypeConversational AI IntakeAdaptive AI intake that asks the right questions by practice area and matter type.AI does it
- VisionPractice-Area Intake PacksPrebuilt flows for PI, family, immigration, bankruptcy, estate, criminal, employment, business, real estate, landlord/tenant, workers’ comp, probate, tax, and consumer law.AI does it
- Available in prototypeLead Qualification EngineScores urgency, fit, jurisdiction, seriousness, budget/willingness to pay, contactability, and disqualifiers.AI does it
- Available in prototypeGood-Match ScoreA clear score showing why the opportunity is or is not a fit for a specific lawyer or firm.Tools you use
- Available in prototypeJurisdiction & Venue DetectionDetect state, county, city, court, incident location, residence, business location, and firm service area fit.AI does it
- VisionUrgency & Deadline DetectionFlag court dates, statutes, removals, arrests, custody emergencies, expiring offers, and filing deadlines.AI does it
- VisionCase Value EstimatorDirectional value and complexity tiering: low, medium, high, strategic, or unsuitable.AI does it
- VisionContactability ScoreEstimate contact quality, preferred channel, best time, and likelihood of response.Tools you use
- VisionDuplicate & Spam DetectionDetect duplicate inquiries, repeat contacts, bot/spam submissions, and low-quality traffic.AI does it
- VisionDisqualification RulesConfigure no-fit reasons: wrong geography, wrong practice area, adverse party, low intent, no budget, emergency outside scope, nonlegal issue.AI does it
- Available in prototypeConflict-Check LiteCollect parties, opposing parties, employers, spouses, insurers, businesses, and related entities before consult routing.AI does it
- VisionHuman Review QueueEscalate low-confidence, high-risk, urgent, or ethically sensitive intakes to staff or attorneys.AI does it
- VisionLead Rescue ConsoleFind incomplete intakes, stale leads, high-value unbooked leads, and urgent uncontacted leads.AI does it
- VisionAI Intake QA / CalibrationAttorney feedback loop for classifications, scores, routes, reason codes, and AI mistakes.AI does it
- VisionMultilingual IntakeSpanish-first and multilingual intake with translated summaries for firm staff.AI does it
- VisionVoice IntakePhone AI intake that answers calls, qualifies prospects, captures facts, and books meetings.AI does it
- VisionAfter-Hours IntakeNights/weekends AI intake with urgent escalation and next-business-day follow-up.AI does it
- Available in prototypeBad-Fit RoutingRoute non-fit demand to partner firms, marketplace buyers, paid questions, or alternative consumer paths.AI does it
Agent · sales
Convert / Sales Agent · 18
Book the right consult and hand the attorney a pre-call brief.
- Available in prototypeFount Sales AgentAI + workflow layer that engages leads immediately, qualifies them, books consults, and prepares lawyers to convert.AI does it
- VisionLead PipelineKanban/table pipeline from new lead to qualified, contacted, consult booked, retainer sent, retained, lost, or routed out.AI does it
- Available in prototypeAI Follow-Up SequencesSMS/email/call follow-up by practice area, urgency, source, and stage.Tools you use
- Available in prototypeSpeed-to-Lead ConsoleTimers, SLAs, nudges, escalation, and benchmarks for reaching prospects before opportunities decay.Tools you use
- VisionMissed-Call Text BackText missed callers instantly and route them into AI booking/intake.Tools you use
- Available in prototypeConsult BookingBook consults directly on attorney calendars with reminder and rescheduling flows.AI does it
- Available in prototypeCalendar Fill EngineFill available consult slots with qualified opportunities from Fount, the firm's own site, and marketplace-routed demand.AI does it
- Available in prototypeNo-Show PreventionConfirmation, reminders, prep, reschedule links, and recovery flows to reduce missed consultations.Tools you use
- Available in prototypePre-Call AI BriefingAI-generated briefing before every scheduled consultation: facts, timeline, risks, questions, docs needed, next step.Tools you use
- Available in prototypeConsult Prep BriefAttorney-ready summary of the matter, issue list, chronology, documents, and recommended consultation agenda.AI does it
- Available in prototypeCall Recording & SummaryTranscript, summary, objections, next steps, matter notes, and follow-up tasks from consult calls.Tools you use
- VisionObjection Handling AssistantHelp staff respond to price, timing, scope, trust, urgency, and comparison objections.AI does it
- VisionRetainer Conversion TrackerTrack consult-to-retainer conversion, unsigned retainers, payment pending, and follow-up required.AI does it
- VisionLead Nurture / Re-EngagementRecycle abandoned intakes, no-shows, dormant consults, and old prospects.Tools you use
- VisionReferral Follow-UpAutomate follow-up for referred-in or referred-out prospects.Tools you use
- VisionClient Fit ScriptsPractice-area-specific call scripts, qualification questions, and consult agendas.Tools you use
- VisionSales Coaching DashboardCompare staff and attorneys by response time, booking rate, show rate, and consult-to-client conversion.Tools you use
- VisionRevenue Rescue InboxPrioritize high-value leads and consults at risk of going cold.AI does it
Agent · finance
Retainers / Billing / Payments · 16
From engagement letter to trust-safe payment in one flow.
- VisionEngagement Letter BuilderAI-assisted engagement letters by practice area, fee type, jurisdiction, and scope.Tools you use
- Available in prototypeRetainer Package BuilderBundle engagement letter, disclosures, intake summary, payment link, and onboarding checklist.AI does it
- Available in prototypeE-SignatureNative or partner-powered e-sign for engagement letters, authorizations, and forms.Tools you use
- Available in prototypeDeposit / Retainer PaymentsCollect consultation fees, deposits, retainers, flat fees, and payment plans.Tools you use
- Available in prototypeLawPay / Stripe / Fount PayPayment processor selection, links, status tracking, receipts, and revenue attribution.Tools you use
- Available in prototypePayment PlansInstallments, recurring payments, reminders, and failed-payment recovery.Tools you use
- Available in prototypeInvoice BuilderSimple invoices for consults, flat-fee work, document prep, and ongoing matters.Tools you use
- VisionTime TrackingTimers, manual entries, mobile time capture, and AI-suggested time from activities.Tools you use
- VisionBilling Review QueueDraft bills, attorney review, invoice approval, and client delivery.AI does it
- Available in prototypeTrust Accounting / IOLTA IntegrationsShow trust-accounting as partner/integrated to avoid promising a native accounting system in the demo.Tools you use
- VisionOperating / Trust Account SeparationVisual controls for deposits, earned fees, unearned retainers, reimbursements, and transfers.Tools you use
- VisionQuickBooks SyncSync invoices, payments, expenses, clients, matters, and chart-of-account mappings.Tools you use
- VisionRevenue DashboardCollected fees, outstanding AR, conversion revenue, source ROI, and practice-area revenue.Tools you use
- VisionFee Quote BuilderConfigure consult fees, flat fees, payment plans, subscriptions, hourly retainers, and contingency screening.Tools you use
- VisionRefund / Credit WorkflowLead credits, consult refunds, payment disputes, client refunds, and internal notes.Tools you use
- Available in prototypeProfessional Merchant-of-Record ConceptFuture-facing page for pro-owned payment economics where Pearl/Fount runs acquisition, sales, billing, and service rails.Tools you use
Agent · client-service
Client Service · 15
A modern portal, message hub, and status feed for every client.
- Available in prototypeClient PortalSecure status, messages, documents, invoices, payments, appointments, and next steps.Tools you use
- VisionClient Onboarding ChecklistsAfter-signing tasks for documents, forms, deposits, scheduling, and info verification.Tools you use
- Available in prototypeDocument Request CenterRequest documents, photos, IDs, contracts, medical records, notices, and court papers.Tools you use
- Available in prototypeClient MessagingSMS/email/portal messaging with templates, AI drafts, and audit trail.Tools you use
- Available in prototypeMatter Status UpdatesAutomated plain-English updates for consults, docs, payments, deadlines, and next steps.Tools you use
- VisionClient FAQ AssistantAnswers firm-specific routine questions and escalates legal/judgment calls.AI does it
- VisionAppointment CenterUpcoming consults, meetings, court dates, deadlines, and rescheduling.Tools you use
- VisionClient Satisfaction / NPSPost-consult and post-matter feedback, review requests, and complaint flags.Tools you use
- VisionDocument UploadsDrag/drop uploads, mobile photo capture, categorization, and AI extraction.Tools you use
- VisionSecure File SharingShare signed agreements, invoices, receipts, and matter documents.Tools you use
- VisionClient TimelinePlain-English history of matter milestones and upcoming actions.Tools you use
- VisionMultilingual Client PortalClient-facing portal in Spanish and other languages with firm-side English summaries.Tools you use
- VisionFamily / Multiple Contact AccessAllow spouse, family member, business partner, or interpreter access with permissions.Tools you use
- VisionClient Service InboxQueue for status questions, document questions, billing questions, and urgent issues.AI does it
- VisionAI Customer Service AgentHandles routine client-service questions and escalates judgment calls to firm staff.AI does it
Agent · admin
Practice Management · 15
Matters, deadlines, tasks, and staffing in one workspace.
- Available in prototypeMatter ManagementMatters, contacts, parties, notes, status, stage, docs, tasks, billing, and calendar.Tools you use
- VisionCase TimelineChronology of facts, events, filings, communications, treatment, damages, and deadlines.Tools you use
- Available in prototypeTask ManagementMatter tasks, recurring workflows, assignments, due dates, and dependencies.Tools you use
- VisionWorkflow AutomationIf retained, create matter, send onboarding, request documents, create tasks, and notify staff.Tools you use
- Available in prototypeDeadline ManagementMatter deadlines, limitation dates, hearing dates, discovery dates, and renewal dates.Tools you use
- VisionCourt CalendarCourt dates, appearances, hearings, filing deadlines, and reminders.AI does it
- VisionDocketingRules-based deadlines and docketing integrations; demo as partner/native hybrid.Tools you use
- VisionContact ManagementClients, leads, opposing parties, witnesses, experts, courts, judges, insurers, doctors, and referral sources.Tools you use
- VisionFirm CalendarAttorney/staff availability, court dates, consults, internal deadlines, and reminders.AI does it
- VisionNotes & MemosMatter notes, strategy memos, call notes, AI summaries, and attorney review.Tools you use
- Available in prototypeStaff Workload ViewCapacity, open tasks, overdue work, lead ownership, and matter ownership.Tools you use
- VisionForms & ChecklistsPractice-area checklists for intake, filing, discovery, settlement, and closing.Tools you use
- VisionMatter Closing WorkflowFinal invoice, documents returned, review request, referral ask, and archive.Tools you use
- VisionPractice-Area DashboardsSpecialized KPIs for PI, family, immigration, bankruptcy, estate, criminal, and other practice areas.Tools you use
- VisionMigration / Import ToolsImport contacts, matters, leads, documents, and activities from spreadsheets, Clio, MyCase, Filevine, and Lawmatics.Tools you use
Agent · admin
Documents / Knowledge · 18
Every filing, template, and exhibit — searchable and audit-ready.
- VisionDocument ManagementStore, organize, tag, search, version, and share matter documents.Tools you use
- Available in prototypeAI Document SearchAsk questions across matter files, PDFs, pleadings, contracts, correspondence, and notes.Tools you use
- VisionDocument AutomationGenerate legal documents from templates, matter facts, and firm-approved language.Tools you use
- VisionTemplate LibraryEngagement letters, intake forms, demand letters, pleadings, contracts, discovery, estate docs, and emails.Tools you use
- VisionPractice-Area FormsBankruptcy schedules, immigration packets, estate forms, family law forms, PI demands, and local checklists.Tools you use
- Available in prototypeAI Drafting AssistantDraft letters, emails, memos, summaries, outlines, checklists, and client updates.Tools you use
- VisionLegal Proofing / Brief ReviewReview grammar, style, consistency, defined terms, citations, formatting, and missing sections.Tools you use
- VisionContract ReviewSummarize contracts, flag risky clauses, compare versions, and extract obligations.Tools you use
- VisionRedlining AssistantSuggest revisions and summarize changes between drafts.Tools you use
- VisionClause LibraryApproved firm clauses, fallback language, playbooks, and negotiation positions.Tools you use
- VisionDocument Intake / ExtractionExtract names, dates, obligations, deadlines, injuries, damages, payment terms, and parties.Tools you use
- VisionOCR / PDF ToolsConvert scans, split/merge PDFs, Bates stamp, annotate, and prepare document sets.Tools you use
- VisionMatter Knowledge BaseAI-generated matter summary, chronology, key facts, documents, and open questions.Tools you use
- VisionFirm Knowledge BaseInternal SOPs, templates, FAQs, prior research, sample motions, and onboarding docs.Tools you use
- VisionDeposition / Transcript SummariesSummaries, issue tags, admissions, contradictions, and witness profiles.Tools you use
- Available in prototypeMedical Record ChronologyPI-focused medical timeline, providers, injuries, bills, gaps, and causation flags.Tools you use
- VisionDiscovery Request GeneratorDraft interrogatories, RFPs, RFAs, responses, and objections.Tools you use
- VisionDocument QA / Attorney Review QueueAI drafts require attorney review, with tracked approvals and edits.AI does it
Platform
Legal AI / Research / Drafting · 13
Attorney-in-the-loop research, drafting, and review.
- Available in prototypeLegal Research AssistantResearch questions, summarize authorities, suggest issues, and cite sources through partner/native tools.AI does it
- VisionCase Law SearchPartner/API-powered case search and saved research trails.Tools you use
- VisionCitation Checker / CitatorCheck whether cases are still good law; show as partner-powered for demo credibility.Tools you use
- VisionBrief AnalyzerSummarize arguments, flag missing elements, and compare against legal standards.Tools you use
- VisionMotion Drafting AssistantDraft outlines and first-pass motions from facts and templates.Tools you use
- VisionOpposition / Reply AssistantSummarize opposing arguments and suggest response structure.AI does it
- VisionJudicial / Venue AnalyticsJudge, court, venue, opposing counsel, timing, and outcome analytics.Tools you use
- VisionLitigation Strategy MemoAI-generated strategy memo with attorney-review guardrails.Tools you use
- Available in prototypeSettlement Demand GeneratorPI/civil demand package from facts, medical records, damages, and liability.Tools you use
- VisionLegal Memo GeneratorIssue, rule, analysis, risks, and next steps in a structured memo.Tools you use
- VisionClient-Friendly ExplainerTranslate legal concepts into plain-English client explanations.Tools you use
- Available in prototypeAttorney Verification LayerRoute AI outputs to licensed attorney or reviewer before external use.Tools you use
- VisionAI Confidence / Risk FlagsFlag low confidence, missing facts, jurisdiction ambiguity, high-stakes recommendations, and review required.Tools you use
Agent · client-service
Litigation / Disputes · 17
Discovery, depositions, motions, and hearings — organized.
- VisionLitigation WorkspacePleadings, discovery, depositions, evidence, deadlines, tasks, witnesses, and strategy.AI does it
- VisionCase ChronologyTimeline of facts, events, documents, communications, deadlines, treatment, and damages.Tools you use
- VisionDiscovery ManagerRequests, responses, objections, production status, and deadlines.Tools you use
- VisioneDiscovery IntegrationUpload, review, and produce documents through partners.Tools you use
- VisionDocument Review QueueTag, classify, privilege review, responsiveness, issues, and custodians.AI does it
- VisionPrivilege Log BuilderDraft privilege log entries from metadata and document context.Tools you use
- VisionDeposition PrepWitness files, outlines, exhibits, prior statements, and impeachment material.Tools you use
- Available in prototypeDeposition Transcript AnalyzerSummaries, issues, admissions, contradictions, and follow-up questions.Tools you use
- Available in prototypeDeposition PlannerRegistry-driven prep outline: pick topics, add custom questions, export markdown.Tools you use
- Available in prototypeMotion TrackerPer-matter motions with hearing dates, opposition deadlines, and rulings.Tools you use
- VisionExhibit ManagerExhibit lists, labels, trial binders, and document sets.Tools you use
- VisionTrial NotebookWitnesses, exhibits, motions, facts, chronology, themes, and questions.Tools you use
- VisionSettlement TrackerDemands, offers, authority, negotiation history, and deadlines.Tools you use
- VisionMedical Records / Damages SuitePI medical chronology, damages, bills, liens, insurance, and settlement prep.Tools you use
- VisionCourt Filing ChecklistFiling package prep, service list, and e-filing handoff.Tools you use
- VisionExpert Witness ManagerExpert profiles, reports, deadlines, communications, and invoices.Tools you use
- Available in prototypeOpposing Party TrackerParties, counsel, insurers, adjusters, claims reps, and history.Tools you use
Agent · sales
Contracts / Transactional · 12
Draft, negotiate, and close on template-driven playbooks.
- VisionContract WorkspaceContracts, parties, obligations, drafts, approvals, signatures, and renewals.AI does it
- VisionContract IntakeRequest a contract, describe terms, choose template, and route to attorney.AI does it
- VisionContract DraftingGenerate first drafts from clause library and client facts.Tools you use
- Available in prototypeContract ReviewRisk review, clause extraction, obligation extraction, and playbook comparison.Tools you use
- VisionRedline ManagementCompare versions, summarize changes, and prepare negotiation memos.Tools you use
- VisionContract Clause LibraryApproved clauses, fallback language, negotiation positions, and jurisdiction notes.Tools you use
- VisionApproval WorkflowsInternal approval for business clients and firm teams.Tools you use
- VisionObligation TrackingRenewal dates, notice periods, payment obligations, termination windows, and reminders.Tools you use
- VisionEntity / Corporate RecordsFormation docs, operating agreements, minutes, ownership, annual reports, and resolutions.Tools you use
- VisionReal Estate Closing TrackerParties, title, disclosures, deadlines, closing documents, escrow, and signatures.Tools you use
- VisionEmployment Agreement ReviewReview non-competes, severance, offer letters, settlement agreements, and restrictive covenants.Tools you use
- VisionClient Contract PortalBusiness clients submit, track, approve, and retrieve contracts.Tools you use
Agent · admin
Practice-Area Suites · 15
PI, family, immigration, bankruptcy, estate, criminal — tuned by area.
- Available in prototypePersonal Injury SuiteLiability intake, injuries, treatment, medical chronology, demand packages, settlement, liens, insurance, and damages.Tools you use
- Available in prototypeFamily Law SuiteDivorce/custody/support intake, asset/debt worksheet, children/custody facts, court dates, docs, and client updates.Tools you use
- Available in prototypeImmigration SuiteStatus/visa intake, deadlines, document packets, translation, USCIS form checklists, and risk escalation.Tools you use
- VisionBankruptcy SuiteDebt, income, asset intake, Chapter 7/13 qualification, document collection, payment plans, and petition checklist.Tools you use
- VisionEstate Planning SuiteWill/trust intake, assets, beneficiaries, document generation, signing workflow, and annual review reminders.Tools you use
- VisionCriminal Defense SuiteArrest/charge intake, hearing dates, urgency scoring, bond info, evidence/doc requests, and consult booking.Tools you use
- VisionEmployment Law SuiteTermination, discrimination, wage, timeline, employer details, deadlines, and document collection.Tools you use
- VisionBusiness Law SuiteEntity formation, contracts, disputes, corporate records, and recurring business-client workflows.Tools you use
- VisionReal Estate Law SuitePurchase/sale, landlord/tenant, title, closing, disclosures, deadlines, and document packets.Tools you use
- VisionWorkers’ Compensation SuiteInjury intake, employer/insurer, treatment, benefits, deadlines, and medical records.Tools you use
- VisionProbate SuiteDecedent info, heirs, estate assets, court filings, deadlines, and document collection.Tools you use
- VisionTax Law SuiteIRS/state notices, deadlines, payment plans, document collection, and representation workflows.Tools you use
- VisionLandlord/Tenant SuiteLease review, eviction, habitability, notices, court deadlines, and document upload.Tools you use
- VisionConsumer Protection SuiteDebt collection, lemon law, fraud, warranties, and class-action intake.Tools you use
- VisionIntellectual Property SuiteTrademark intake, clearance, filing workflow, office actions, renewals, and partner/defer notes.Tools you use
Agent · admin
Operations / Admin · 12
Hire, staff, onboard, and pay a growing firm.
- Available in prototypeTeam ManagementUsers, roles, permissions, workload, assignments, attorney/staff profiles.Tools you use
- Available in prototypeAutomation BuilderIf/then workflows: retained, no-show, failed payment, deadline approaching, docs missing, lead stale.Tools you use
- VisionTask & Workflow AutomationAutomate repetitive firm processes across intake, matters, billing, documents, and follow-up.Tools you use
- VisionSOP BuilderFirm procedures, checklists, playbooks, onboarding guides, and AI-generated process docs.Tools you use
- Available in prototypeInternal InboxCentral operational inbox for leads, client messages, tasks, billing, and document requests.AI does it
- VisionCalendar & AvailabilityStaff availability, consult slots, court dates, time off, and routing rules.AI does it
- VisionNotifications CenterEmail, SMS, in-app, Slack/Teams notifications, and escalation rules.Tools you use
- VisionVendor / Expert ManagerMedical providers, experts, investigators, process servers, translators, and co-counsel.Tools you use
- VisionReferral Partner ManagerTrack referral sources, agreements, reciprocity, and payments where allowed.Tools you use
- Available in prototypeFirm Forms BuilderBuild intake forms, internal forms, client questionnaires, and staff checklists.Tools you use
- VisionAI Admin AssistantDraft notes, tasks, follow-ups, reminders, summaries, and internal updates.AI does it
- VisionVendor MarketplacePartner services: answering service, eDiscovery, research, accounting, insurance, and marketing.AI does it
Agent · marketing
Analytics / Reporting · 16
Clients, not clicks — funnel, source, and revenue attribution.
- Available in prototypeROI DashboardSpend → leads → qualified leads → consults → clients → revenue → ROI.Tools you use
- VisionFunnel AnalyticsVisitor, intake started, lead submitted, qualified, booked, showed, retained.Tools you use
- VisionLead Quality AnalyticsGood-match rate, bad-fit reasons, contactability, practice/jurisdiction fit, and hidden demand.Tools you use
- VisionSpeed-to-Lead AnalyticsResponse time, SLA compliance, response-rate decay, and staff benchmarks.Tools you use
- VisionConsult Conversion AnalyticsBooked consults, show rate, consult-to-client rate, reasons lost.Tools you use
- Available in prototypeRevenue AttributionFees by source, practice area, attorney, campaign, agency, and geography.Tools you use
- VisionPractice-Area PerformanceCompare PI/family/immigration/etc. by lead quality, conversion, revenue, and workload.Tools you use
- VisionStaff PerformanceIntake staff response, follow-up completion, booking rate, and client satisfaction.Tools you use
- VisionAgency ReportingMulti-firm reporting for legal marketing agencies.Tools you use
- Available in prototypeCohort ReportsFirst week, first pay, second pay, retention, cancellation reasons, and revenue cohorts.Tools you use
- VisionForecastingProject revenue from lead volume, booked consults, conversion rate, and average fee.Tools you use
- VisionConversion BenchmarksCompare firm to similar firms by practice area, geography, speed, and conversion.Tools you use
- VisionAI Quality DashboardAI classification accuracy, escalation rate, attorney disagreement, and correction flags.Tools you use
- VisionTrust Metrics DashboardComplaints, opt-outs, refunds, disputes, consent completion, and unclear-pricing incidents.Tools you use
- VisionCustom Report BuilderDrag/drop reports, saved views, and scheduled email reports.Tools you use
- VisionExecutive Weekly DigestAI-generated weekly performance summary and recommended actions.Tools you use
Platform
Integrations / Ecosystem · 19
Clean handoffs to Clio, MyCase, QuickBooks, and the rest.
- Available in prototypeClio IntegrationContacts, leads, matters, notes, documents, calendar, and billing handoff.Tools you use
- VisionMyCase IntegrationContacts, matters, calendar, documents, invoices, and portal handoff.Tools you use
- VisionFilevine IntegrationPI/litigation matter handoff, documents, notes, and tasks.Tools you use
- Available in prototypeLawmatics IntegrationLead/intake/CRM sync, source attribution, and pipeline handoff.Tools you use
- VisionSmokeball IntegrationMatter, document, billing, and calendar handoff.Tools you use
- VisionPracticePanther / CARET / Rocket Matter IntegrationPMS sync and handoff for common small-firm systems.Tools you use
- VisionGoogle Workspace IntegrationGmail, Calendar, Drive, Meet, and contacts.AI does it
- VisionMicrosoft 365 IntegrationOutlook, Calendar, OneDrive, Teams, and Word.Tools you use
- VisionQuickBooks IntegrationInvoices, payments, expenses, accounting sync, and reconciliation views.Tools you use
- VisionLawPay / AffiniPay IntegrationLegal payments, trust/operating account workflows, and receipts.Tools you use
- VisionStripe IntegrationPayment links, subscription billing, failed-payment recovery, and revenue events.Tools you use
- VisionDocuSign / Dropbox Sign IntegrationE-signature workflows for retainers, authorizations, and packets.Tools you use
- VisionTwilio / Phone IntegrationSMS, calls, missed-call text back, call tracking, and routing.Tools you use
- VisionRingCentral / Dialpad / Zoom Phone IntegrationFirm phone system sync and call event capture.Tools you use
- VisionCalendly / Calendar IntegrationBooking availability and consult scheduling.AI does it
- Available in prototypeZapier / Make IntegrationNo-code automation for agencies and power users.Tools you use
- Available in prototypeAPI & WebhooksDeveloper and agency access to leads, statuses, events, payments, and handoff data.Tools you use
- VisionData Import / ExportCSV import/export and migration from spreadsheets or CRM/PMS exports.Tools you use
- VisionPartner Services DirectoryReceptionists, eDiscovery, legal research, marketing agencies, and accounting partners.Tools you use
Platform
Trust / Compliance · 15
Bar-defensible AI with consent, audit, and escalation.
- Available in prototypeTrust CenterSecurity, privacy, AI controls, data handling, auditability, and permissions.Tools you use
- VisionAI Disclosure ControlsShow when AI is used, what it can/cannot do, and when human/attorney review is required.Tools you use
- Available in prototypeAttorney Review ControlsRequire attorney approval before high-risk AI output is sent externally.Tools you use
- VisionUPL / Scope GuardrailsPrevent AI from forming attorney-client relationships or giving legal advice outside configured rules.Tools you use
- VisionConsent & Terms ManagerIntake consent, SMS consent, AI disclosure, payment terms, and engagement scope.Tools you use
- VisionAudit LogRecord every AI action, staff action, lead status change, document send, and payment event.Tools you use
- VisionData Retention ControlsRetention and deletion policies by firm, matter, lead, and jurisdiction.Tools you use
- VisionRole-Based Access ControlAttorney, paralegal, intake, billing, agency, client, and reviewer permissions.Tools you use
- VisionPII / Sensitive Data ControlsMasking, secure storage, export controls, and sensitive matter flags.Tools you use
- VisionConflict / Confidentiality ControlsConflict-check-lite, adverse party capture, and sensitive matter handling.Tools you use
- VisionComplaint / Incident TrackerComplaints, disputes, errors, unclear pricing, and AI output corrections.Tools you use
- VisionAI Eval / Quality ReviewTest AI outputs by practice area, risk type, confidence, and attorney disagreement.Tools you use
- VisionSecurity Review PageSOC2-style posture, encryption, access logs, vendor list, and data-processing terms.Tools you use
- VisionRegulatory Change MonitorTrack bar guidance, court rule changes, SMS rules, and privacy requirements.Tools you use
- VisionTrust Metrics DashboardRefunds, chargebacks, complaints, opt-outs, AI corrections, and escalation latency.Tools you use
Agent · marketing
Marketplace / Network · 15
Buy, sell, refer, or route every kind of legal demand.
- Available in prototypeAttorney NetworkVerified lawyers, practice areas, geography, availability, and performance.AI does it
- Available in prototypePaid Questions / Answer & EarnSend lawyers paid legal questions they can answer for compensation and platform learning.AI does it
- Available in prototypeBooked ConsultationsDeliver calendar-ready qualified consultations with pre-call AI briefings.AI does it
- Available in prototypeLead Buyback MarketplaceBuy, credit, or route bad-fit leads from law-firm websites into the broader Fount marketplace.AI does it
- VisionExpert VerificationCredentialing, license verification, bar status, insurance, and review status.AI does it
- VisionLead Routing MarketplaceRoute opportunities to best available lawyer based on fit, preferences, availability, and performance.AI does it
- Available in prototypeReal-Time BiddingLawyers bid for lead types, geographies, practice areas, urgency, and case value.AI does it
- VisionOpportunity ExchangeFirms accept, reject, refer, sell back, or route bad-fit demand.AI does it
- VisionReferral Fee / Co-Counsel TrackerTrack referral/co-counsel relationships and revenue where allowed.AI does it
- VisionCoverage MapPractice-area and geography supply/demand coverage.AI does it
- VisionQuality ScorecardsLawyer response rate, conversion, client satisfaction, refund/complaint rate.Tools you use
- VisionAvailability RoutingRoute urgent leads to lawyers/staff available now.AI does it
- VisionFount Verified BadgeTrust mark for firms using verified AI/human workflows.AI does it
- VisionAgency / Partner NetworkAgencies manage installs, reporting, and marketplace participation for multiple firms.AI does it
- VisionPearl Expert EscalationRoute uncertain AI outputs or complex consumer questions to credentialed humans.AI does it