PROFESSIONAL SERVICES
Legal CRM — enquiries, matters, conveyancing and estates
Conflict checks first, matters where the client actually hears from you, every conveyancing date in one view, and estate files that get reviewed.
SOUND FAMILIAR?
The three that actually cost you work.
- 01
“A file went quiet for five weeks and the first you heard about it was a complaint.”
- 02
“A condition date was diarised by one person and nobody else knew.”
- 03
“A client settled on a house and nobody asked whether they had a will.”
THE SYSTEM
The legal system, running live.
Watch it open a real form, move a job through the boards and fire the automations. Switch to Map to see the whole thing at once.
Prefer a full screen? Open the system in a new tab
WHAT IS ACTUALLY IN IT
Named boards, named forms, real automations.
Built for your trade, not relabelled. These are the names you'll see in the system.
4 boards
- Enquiries
- Matters — Active Files
- Conveyancing
- Wills, Trusts & Estates
3 forms
- Tell us what you need help with
- Conveyancing instruction
- How did we do?
2 booking links
- Book an initial meeting (45 min)
- Wills and estate planning (60 min)
Email & text
- 2 email journeys
- 3 email templates
- 2 text templates
7 automations, all set to run automatically
- enquiry to card to same-day response with the conflict check first
- meeting booked
- engagement follow-up
- won opens the matter with the fortnightly contact rhythm attached
THE INSIGHT
“Cost complaints are the most common complaint against lawyers, and nearly all of them are scope failures rather than overcharging. The engagement email in here names the scope, the basis of charging and what happens before an estimate is exceeded — not afterwards. **CTA** · See how a law firm runs on it **Meta** · *Legal CRM & Matter Management for NZ Law Firms | Penguin Pilot* — Fortnightly client contact, every conveyancing date in one view, and estate files that actually get reviewed. ---”
HOW IT GOES LIVE
Not a project. Three steps.
STEP 1
Install the system.
One click, and the boards, forms, booking links and automations all arrive configured.
STEP 2
Change the words.
Every email, task and form question is yours to edit. Most people change a handful and leave the rest.
STEP 3
Turn it on.
Automations run automatically from the start — no confirming every send.
OTHER INDUSTRIES