Manage every client and contact.
Clients, prospects, opposing counsel, and conflicts in one place. Free on every tier of AI.Law.
What is included
- Multiple contacts per client (spouse, employer, opposing counsel)
- Conflict checking across every client and matter
- Lead and intake forms separate from active clients
- Two-way Gmail and Outlook integration
- Client records with full contact details and custom fields
- Secure client portal for messages
- Notes and activity history per client
- Shared matter emails and communication history