Internal Tools
Every tool the team uses, in one place. Click to open.
Available Tools — 4
The client reporting dashboard. Live ad performance, lead data, and campaign metrics in one view — built for the firm and its clients.
Example use
"How are our Google Ads performing this month?" — Pull up ClearSignal to see clicks, conversions, and cost-per-lead without touching the ad platforms directly.
Open ClearSignal →The intake management system. Track incoming leads, monitor qualification status, and manage the pipeline from first contact to consult scheduled.
Example use
"A new lead just called in — where do I log them?" — Open IntakeFlow, create the contact, select the case type, and move them through qualification so a deal auto-creates in HubSpot.
Open IntakeFlow →The front-desk check-in tool for Estate Planning consultations. Clients complete their pre-consult questionnaire on arrival — answers sync to HubSpot automatically.
Example use
"A client just arrived for their consult." — Hand them the Check-In App on a tablet. They answer the intake questions and their responses populate the HubSpot contact record before the attorney walks in.
Open Check-In App →The firm's AI-powered knowledge hub. A client-facing assistant for general legal questions, and a firm-facing assistant with live HubSpot access and full SOP knowledge.
Example use
"What case type did Kathy Eschler come in for?" — Ask the firm assistant. It searches HubSpot in real time and answers with her contact record, deals, and notes on file — no tab-switching required.
Open Knowledge Base →