From the first inquiry through PR card renewal, with AI assistance the consultant always controls.
Capture every inquiry. AI prioritizes hot leads and drafts the next follow-up.
Conditional, mobile-friendly intake forms per service type — saved and resumable.
Rough notes become structured case records. Consultant always reviews before saving.
Kanban case board, document checklist, automated reminders, health scoring.
Live pipeline, cases at risk, consultant workload — one view of the business.
PIPEDA consent, audit log, RCIC fields, retainer trust ledger, conflict checks.
Phase 0 is live. Sign in to set up your firm and start onboarding your team.