Intake & CRM
Turn website inquiries into retained clients.
LawNest puts intake and CRM at the front of your practice — not in a separate add-on. Share a public link, qualify leads on a kanban board, and convert to client + matter when they retain.
- Public inquiry link for your website, Google profile, or email signature
- Drag-and-drop pipeline: New → Consultation → Qualified → Retained
- Engagement intake by email after a lead retains you
- Qualified stage auto-creates a client record with intake data copied over
- Workflow rules fire on status changes — tasks, emails, and calendar events
- Conflict check before you open a matter
Open your practice
Your inquiry link could be live tonight.
Start a 14-day trial, copy your public form, and watch your first lead land in the pipeline.