SimplyConvert
SimplyConvert is the premier legal tech platform to reach and convert potential clients, streamline case management from intake through resolution, and securely maintain data for real-time analysis. Founded by a mass tort lawyer and developed with a team of legal specialists and programmers, SimplyConvert puts every step of the intake process — from client intake to case filing to resolution — on autopilot. Our automated client intake chatbot evaluates cases 24/7/365 with lawyer-created case criteria. Auto-retain qualified clients and auto-reject unqualified leads. Specially built for law firms, our feature-rich CRM helps you manage your relationships with potential and signed clients by keeping all their details organized. Keep the cases you want, and refer out the ones you don’t. Track communications and fee agreements and keep everyone on the same page with real-time reporting.
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Clairilis
Our industry-leading platform, designed for complex legal documents, liberates lawyers from inefficient drafting. The differentiator for banking and finance documentation. Clarilis has been automating complex suites of banking and finance documents for years, including facilities agreements of all types, security packs, legal opinions, and inter-creditor agreements. We combine the best-in-class tech with an experienced, lawyer-led managed service. We automate complex document suites, not one document at a time, the benefits are game-changing. Our experienced PSL-led team manages the design, implementation, delivery, and ongoing maintenance of automation projects, all within a fixed license fee. Deep automation delivers a transformational impact on efficiency, margin, performance, and lawyer well-being, for each and every client. Our intelligent drafting platform provides lawyers with a deeper level of automation than previously seen in the market.
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Referent
Referent is an AI-native practice management platform designed to help law firms automate operational work while keeping lawyers in control of critical decisions. The software uses legal AI agents to manage client intake, matter creation, task routing, email filing, document organization, calendar syncing, and CRM updates. Referent connects with tools such as Gmail, Google Calendar, Google Drive, Outlook, and Microsoft 365 to bring correspondence, meetings, and files into the right matter records. Lawyers can run their practice by voice or natural language, asking Referent to move matters forward, draft agreements, schedule meetings, and prepare client communications. The platform requires lawyer approval for important actions and keeps AI activity logged and auditable. Referent helps solo lawyers, boutique firms, and larger legal teams reduce administrative work, organize firm data, and operate with more speed, consistency, and leverage.
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8am DocketWise
8am™ DocketWise combines collaborative, multilingual form preparation with robust case management and the first ever CRM designed specifically for immigration lawyers. We've redesigned the client intake process from the ground up, with a modern and collaborative experience that saves you time and puts your clients at ease. Whether you practice family, humanitarian or business immigration law, our comprehensive form library has you covered. Combine any number of immigration forms into a single intake questionnaire for your client to complete. Review and download completed collections or one-by-one. Translate questionnaires into Spanish, French, Portuguese, Russian, Arabic, Hindi, Chinese and more. Send questionnaires to clients by email or text message to complete on their phones or computers. Track the status of invitations from "Sent" to "Submitted for review".
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