The all-in-one legal CRM — capture, nurture, and convert every lead with intake, pipeline, email, texting, scheduling, e-signature, and billing in one place.
No credit card required · Set up in minutes
Jane Cooper
$25,000Robert Fox
$8,000Esther Howard
$5,000Cody Fisher
$15,000Kristin Watson
$12,000Trusted by modern law firms
Everything in one place
From first inquiry to signed engagement — LeadGen replaces the spreadsheets, sticky notes, and missed follow-ups.
Drag every prospective client from new inquiry to retained. See exactly where each lead stands — and what needs to happen next — at a glance.
Build your own intake forms with any fields you need, embed them on your site, and watch submissions turn into leads and contacts automatically.
Send and receive email right from a lead's record, using reusable templates with merge fields. Every message threads into the timeline.
Reach leads where they actually reply. Text from the CRM, use SMS templates, and keep the whole conversation in one place.
Let leads book consultations from a link that syncs to your calendar, with automatic email and text reminders that cut no-shows.
Trigger follow-up emails, texts, tasks, and stage changes automatically — and nurture cold leads with multi-step sequences that run on autopilot.
Generate engagement letters from templates and send them for e-signature, with status tracked right on the matter.
See your conversion funnel, lead-source ROI, and pipeline value — so you know which marketing actually turns into signed clients.
Send invoices, collect retainers online, and track balances against each matter — get paid without leaving the CRM.
See it in action
Clean, fast, and purpose-built for legal intake — no clutter, no steep learning curve.
Communication
Email and text every lead right from their record, with reusable templates and merge fields. The whole conversation — across both channels — lives in one timeline.
Dashboard
One clear view of your active leads, contacts, open tasks, and retained clients — so you always know where things stand and what needs attention.
Lead → client
Pipeline funnel
Reporting
See your lead-to-client conversion rate, where prospects drop off in the funnel, and which marketing sources actually turn into signed clients — then double down on what wins.
Follow-ups
Tasks, due dates, and automated reminders keep every lead moving forward — your whole team sees what needs attention today, so no prospect is ever forgotten.
Call Jane Cooper to schedule consult
Jane Cooper
Send engagement letter
Kristin Watson
Follow up on intake form
Esther Howard
Confirm consult time with Cody
Cody Fisher
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Client intake
The client journey starts here. Build a custom intake form with any fields you need, embed it on your site or share a link, and every submission instantly becomes a lead and contact in your pipeline — with your team notified right away.
Discover the value of effortless intake
Learn moreHow it works
Every step maps to a stage on your board — so the journey on this page is exactly how it works in the app.
Website forms, referrals, and calls land in the New column automatically — and you respond in seconds with email or text.
Work leads by stage and matter type while automated sequences and templates keep them warm without the manual effort.
Leads book a consultation from a link that syncs to your calendar, and the card moves to Consult Scheduled on its own.
Send the engagement letter for e-signature, invoice the client, and move the lead to Retained as your firm grows.
“We were laughing the other day wondering how we ever ran intake on spreadsheets. Every lead has a home now.”
“Response time used to be our weak spot. Now a new inquiry hits the pipeline and someone's on it within minutes.”
“I can finally see which marketing channels actually turn into signed clients. That alone paid for itself.”
Every firm gets a fully isolated workspace with role-based access and encryption in transit. Your data is never shared across firms.
Simple pricing
Full access for 14 days — the pipeline, intake forms, and your whole team. No credit card required to begin.
Get startedYes. Every firm gets its own isolated workspace — your leads, contacts, and matters are never visible to any other firm on the platform.
Absolutely. Create an intake form in LeadGen and share the hosted link or embed it on your site. Submissions create leads instantly.
Invite your whole firm. Assign roles — owner, admin, or member — so everyone has the right level of access.
Your 14-day trial starts the moment you sign up. When it ends, upgrade to a paid plan in a couple of clicks to keep going.
Start capturing and converting more leads today — your 14-day trial is free.
Get startedLaw firms love LeadGen
Reviews across Google, G2 & Capterra