Operations / Admin
Hire, staff, onboard, and pay a growing firm.
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
Users, roles, permissions, workload, assignments, attorney/staff profiles.
Automate repetitive firm processes across intake, matters, billing, documents, and follow-up.
Firm procedures, checklists, playbooks, onboarding guides, and AI-generated process docs.
Central operational inbox for leads, client messages, tasks, billing, and document requests.
Staff availability, consult slots, court dates, time off, and routing rules.
Email, SMS, in-app, Slack/Teams notifications, and escalation rules.
Medical providers, experts, investigators, process servers, translators, and co-counsel.
Track referral sources, agreements, reciprocity, and payments where allowed.
Build intake forms, internal forms, client questionnaires, and staff checklists.
Draft notes, tasks, follow-ups, reminders, summaries, and internal updates.
Partner services: answering service, eDiscovery, research, accounting, insurance, and marketing.
More Fount
Explore the rest of the suite
Five agents. Fifteen jobs. One shared money loop.