Client Service
A modern portal, message hub, and status feed for every client.
Featured tools
Flagship demosWhere this suite sits in the loop
- Step 1Demand
Capture intent from every source: web, phone, marketplace.
- Step 2Qualify
Reason-coded fit, jurisdiction, urgency, value.
- Step 3Convert
Book the right consult, brief the attorney.
- Step 4Deliver
Retainer, matter, and client service in one loop.
- Step 5Measure
Clients, not clicks — attributed by source.
All tools in this suite
Secure status, messages, documents, invoices, payments, appointments, and next steps.
After-signing tasks for documents, forms, deposits, scheduling, and info verification.
SMS/email/portal messaging with templates, AI drafts, and audit trail.
Automated plain-English updates for consults, docs, payments, deadlines, and next steps.
Answers firm-specific routine questions and escalates legal/judgment calls.
Upcoming consults, meetings, court dates, deadlines, and rescheduling.
Post-consult and post-matter feedback, review requests, and complaint flags.
Drag/drop uploads, mobile photo capture, categorization, and AI extraction.
Share signed agreements, invoices, receipts, and matter documents.
Plain-English history of matter milestones and upcoming actions.
Client-facing portal in Spanish and other languages with firm-side English summaries.
Allow spouse, family member, business partner, or interpreter access with permissions.
Queue for status questions, document questions, billing questions, and urgent issues.
Handles routine client-service questions and escalates judgment calls to firm staff.
More Fount
Explore the rest of the suite
Five agents. Fifteen jobs. One shared money loop.