Lead dashboard
See new inquiries, practice area, source, urgency, and follow-up status without hunting through email.
Tier 2
A client-acquisition website with booking, follow-up, and secure handoff workflows.
Growth Desk
Leads, consultations, uploads, and follow-up in one place.
Qualified leads
32
Last 30 days
Booked calls
14
This week
Upload requests
11
Open
Trust amendment consultation
Booked Tuesday at 10:30 AM with partner review
Estate plan document request
Client uploaded trust, deed, and beneficiary forms
Corporate counsel inquiry
Needs follow-up from intake coordinator
Firms that already get inquiries but need a cleaner way to convert and manage them.
See new inquiries, practice area, source, urgency, and follow-up status without hunting through email.
Send qualified prospects into a clean booking flow that matches the firm’s availability and intake process.
Give prospects and clients a professional way to send requested documents before or after consultation.
Qualified leads, consultation booking, secure uploads, and follow-up visibility.
Operations preview
Tier 2 helps the firm move from “someone filled out the website form” to “the right person booked, followed up, and requested the right documents.”
Growth Desk
Leads, consultations, uploads, and follow-up in one place.
Qualified leads
32
Last 30 days
Booked calls
14
This week
Upload requests
11
Open
Trust amendment consultation
Booked Tuesday at 10:30 AM with partner review
Estate plan document request
Client uploaded trust, deed, and beneficiary forms
Corporate counsel inquiry
Needs follow-up from intake coordinator
Tier 2 is the middle ground: premium website plus the practical tools that turn inquiries into consultations.