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Legal Services CRM

The legal CRM that answers while you’re in court.

People with a legal problem retain the first firm that responds. MapleConnect answers every call and web inquiry in seconds, captures the matter and the deadline, books the consultation, and follows up until the engagement letter is signed - CRM, AI voice, SMS, email, and booking in one system.

  • No credit card to start
  • Free plan available
  • Free guided migration

Five instruments, one system: a CRM that holds every prospect and referral source, AI voice on the office line, agentic follow-up over SMS and email, and self-serve consultation booking that fills the calendar.

  • CRM & pipelines
  • AI voice agents
  • SMS & email
  • Online booking
  • Automations

What a law firm CRM is really for.

A legal CRM is software that organizes prospective clients, open intake, and referral sources into pipelines, then automates the response and follow-up between stages so no potential client slips away while the firm is busy practicing law. The math is unforgiving: most people call two or three firms in one afternoon and retain whoever responds first, and a consult that does not sign that day rarely hears from the firm again.

MapleConnect is an AI-native CRM for law firms. When an inquiry arrives from your website, a directory listing, or a call you could not take, it replies by text and email in seconds, captures the matter type, urgency, and any deadline, and books the consultation on your calendar. Prospects who are not ready to retain enter a patient follow-up cadence, and it applies the same persistence to referral sources and past clients, the relationships that quietly decide how next year’s caseload looks.

It is deliberately front office only. MapleConnect handles capture, first response, scheduling, reminders, and a record of every touch. It never gives legal advice, never runs a conflict check, and never touches privileged work product - matters, billing, and documents stay in your practice management system, and the practice of law stays with you. The CRM’s job is to make sure every qualified prospect reaches your desk before they reach a competitor’s.

The problem

Where law firm client intake breaks down.

Nothing here is a scandal. Each is a small, silent gap in the front office - and each one usually ends with a retainer signed somewhere else.

  • You’re in court when the phone rings

    The hours a prospect is most likely to call are the hours you are least able to answer. Voicemail is where legal leads go to die: most callers hang up and dial the next name in the search results.

  • The consult that never signs

    A prospect who consults but does not retain on the spot is not a no - they are comparing firms or gathering nerve. Without a follow-up cadence, the firm that just spent an hour with them never contacts them again.

  • Intake lives on legal pads

    Matter type, opposing party, the deadline printed on the served papers - captured by whoever answered, on a notepad, in their memory. By the time the attorney calls back, the prospect repeats everything or has moved on.

  • Referral sources go quiet

    Past clients and fellow attorneys refer to the lawyer they most recently heard from. Without a system, thank-yous and check-ins happen in January and stop by March, and the referral flow dries up without anyone noticing.

A working day

A day of legal intake, handled while you work.

How a working day looks with MapleConnect on the firm’s front office. The AI moments happen on their own; the you moment is the work that requires a law license.

  1. 7:15 AM
    AI does this

    Overnight intakes already answered

    Two website inquiries from last night - one custody question, one landlord dispute - got an instant text and email, and both were asked the essentials: matter type, county, and whether any deadline or court date applies.

  2. 8:40 AM
    AI does this

    Consults confirm themselves

    Today’s consultations received reminder texts. One prospect rescheduled to Thursday through the booking link with no phone tag, and the change is already on your calendar and their record.

  3. 10:00 AM
    You do this

    You practice law

    The morning consult is yours: reading the served papers, weighing the case, advising the client. That judgment is the product - everything around it was staged so you walk in with the full intake in front of you.

  4. 12:30 PM
    AI does this

    The line answers during your deposition

    Three calls came in while you were on the record. The AI voice agent captured each caller’s matter and urgency, flagged one with a hearing next week, and texted you a one-line summary you can act on at the break.

  5. 3:45 PM
    AI does this

    Unsigned engagement letters get a nudge

    Two prospects who consulted this week but have not signed receive a courteous reminder with the engagement letter link. One signs by dinner; the other’s reply lands on your pipeline as a task.

  6. 7:10 PM
    AI does this

    After hours, still answering

    An evening caller who was just served papers reaches the AI agent instead of voicemail, gets a consultation booked for tomorrow morning, and receives a text listing what to bring. The firm was simply there.

What you get

Built around how clients choose a firm.

Six capabilities, each doing one specific job in a law firm’s front office: reach the inquiry first, get the consult booked, get the engagement signed.

First response in seconds

Website forms, directory leads, and missed calls all get an immediate text and email that captures matter type, urgency, and deadline - while the prospect is still on your page instead of a competitor’s.

AI voice answering for the office line

A voice agent answers around the clock, takes the caller’s details and matter, books consultations, and logs the call with a summary. Questions about the merits of a case always route to an attorney - it never gives legal advice.

Intake pipelines to signed engagement

Stages from new inquiry through consult to signed engagement letter, per practice area if you want them, with every call, text, and email on one contact timeline anyone at the firm can read.

Follow-up that survives your calendar

Agentic AI works unretained consults and not-ready prospects on a patient cadence, drafts the check-ins, and hands you the conversation the moment a reply needs a lawyer.

Consultation booking and reminders

Prospects book open slots themselves; confirmations and reminder texts cut no-shows, and a reschedule takes one tap instead of three voicemails.

Referral and past-client nurture

Past clients, fellow attorneys, and professional referrers get their own pipeline: a thank-you when a referral lands, a review request when a matter closes, and a steady check-in cadence in between.

Hear it work

The call that usually goes to voicemail.

An illustrative after-hours call handled by the AI voice agent - not a recording. Whether the caller has a case, and what to do about it, always belongs to the attorney.

Voice callIllustrative transcript
AI agent

Thank you for calling Alder & Finch, this is the firm’s virtual assistant. How can I help you this evening?

Caller

Hi - I was served divorce papers this afternoon and I honestly don’t know what to do.

AI agent

I’m sorry, that sounds stressful. An attorney should look at those papers soon. May I have your first and last name?

Caller

Marcus Delaney.

AI agent

Thanks, Marcus. What is the best phone number and email for you, and is this number all right for texts?

Caller

This number’s fine for texts, and my email is marcus.delaney@email.com.

AI agent

Got it. Do the papers show a response deadline or a court date? The attorney will want to know that first.

Caller

It says something about thirty days to respond. Honestly, do I even need a lawyer, or can I handle this myself?

AI agent

That’s exactly the kind of question only an attorney can answer, so I won’t guess. What I can do is get you in quickly - tomorrow at 10:30 AM is open for a consultation. Shall I book it?

Caller

Yes, 10:30 works.

AI agent

You’re booked for 10:30 AM tomorrow. I’ve texted you a confirmation and a short list of what to bring, including the papers you were served. Anything else tonight, Marcus?

Caller

No, that helps a lot. Thank you.

The shift

The same practice, two different weeks.

Before

  • Calls during court go to voicemail, and most prospects never leave one.
  • Web inquiries sit until the end of the day; the urgent ones have already retained elsewhere.
  • Consults that don’t sign on the spot never hear from the firm again.
  • Intake details are scattered across legal pads, sticky notes, and memory.
  • Referral sources are thanked when someone remembers, which is rarely.

With MapleConnect

  • The AI voice agent answers every call live, captures the matter, and books the consult.
  • Every web inquiry gets a text and email reply in seconds, day or night.
  • Unretained consults enter a respectful follow-up cadence until they decide.
  • One timeline per contact holds the matter type, the deadline, and every touch.
  • Referrers get automatic thank-yous and closing notes, and a steady cadence between.

Playbooks

Intake playbooks, ready out of the box.

Each playbook is wired for a law office the day you turn it on: a trigger, a short sequence, and an outcome you can check.

Court-day coverage

Trigger A call comes in while the line is unattended or after hours

  1. AI voice answers, captures the matter, urgency, and any deadline
  2. Anything time-sensitive is flagged and texted to you as a summary
  3. A consultation is booked and the whole exchange is logged

The prospect talked to your firm first - even while you were on the record.

Consult to engagement

Trigger A consultation ends without a signed engagement letter

  1. A same-day recap goes out with the engagement letter link
  2. Gentle reminders follow over the next days at a respectful pace
  3. A signature or a reply moves the file and notifies you

Fewer retainers lost in the quiet gap between consult and signature.

Referral engine

Trigger A matter closes or a new referral arrives

  1. The referral source gets a prompt thank-you logged to their record
  2. The client gets a review request once the matter wraps up
  3. Both enter a low-frequency stay-in-touch cadence

The people who send you work keep hearing from you all year.

Honest scope

Where the software stops and the lawyer begins.

The practice of law is licensed and privileged. Here is exactly what the software does, and what it will never pretend to do.

Front office, never the practice of law

MapleConnect captures inquiries, responds, schedules, and keeps records. Legal advice, case strategy, conflict checks, filings, and anything privileged stay with the attorney - and matters, documents, and billing stay in your practice management system.

Confidentiality-conscious records

Every call, text, and email is logged to the contact automatically, and role-based access controls who at the firm can see what. Your confidentiality and privilege obligations remain defined by your bar rules and your own counsel.

Consent and advertising rules

The platform records contact consent and honors opt-outs across SMS and email, which supports disciplined outreach. TCPA requirements and your jurisdiction’s attorney advertising rules are yours to confirm with counsel.

Pricing

Flat pricing. The whole team works.

A firm should not pay per seat to let a paralegal help with intake. MapleConnect’s plans are flat: attorneys, paralegals, and the front desk all work the same pipeline at one monthly price.

Essential

$199/mo flat

The full CRM plus automation - priced flat, not per seat.

Most popular

Professional

$299/mo flat

The most popular plan: deeper automation and campaigns.

Premium

$399/mo flat

Everything, including native AI voice agents on your line.

Start on the free plan and upgrade when the pipeline pays for it. See full pricing

Legal Services FAQ

Legal CRM questions,
answered plainly.

Everything you need to know before going live. Can't find what you're looking for? Our team is one message away.

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A legal CRM is software that organizes prospective clients, intake, and referral sources into pipelines and automates the response and follow-up between stages. MapleConnect adds AI to that core - instant replies to new inquiries, a voice agent on the office line, consultation booking, and follow-up sequences - so intake keeps moving while the firm practices law.
Practice management software like Clio or MyCase runs the matter after the client retains you - documents, time, billing, deadlines. A legal CRM works everything before the retainer: capturing inquiries, answering first, booking consultations, and following up until the engagement letter is signed. MapleConnect handles that front end and hands the signed client to your practice management system.
Yes. New inquiries get a text and email reply in seconds, prospects who consult but do not retain enter a patient follow-up cadence, and unsigned engagement letters get courteous reminders. Replies land on your pipeline, and a task fires for you when a response needs a lawyer rather than a message.
No - deliberately. The AI answers the line, captures the caller’s matter, urgency, and contact details, books a consultation, and logs a summary to the record. Anything touching the merits of a case, deadlines to act, or what the caller should do routes straight to an attorney.
MapleConnect supports the habits confidentiality depends on: role-based access so each person at the firm sees only what their role requires, and automatic activity logging for accountability. Your professional obligations around confidentiality and privilege remain defined by your bar rules and your own counsel - the software supports them, it does not replace them.
Yes - a solo practice is where the automation earns its keep. Intake response, consultation booking, reminders, and follow-up all run without a receptionist, and the AI voice agent covers the phone while you are in court. There is a free plan to start organizing contacts and pipeline.
Yes, and guided migration is included free. Contacts, pipelines, and notes come across from whatever you use today, and the team helps you set up intake stages that match how your firm actually signs clients - including separate pipelines per practice area if you want them.
MapleConnect uses flat monthly pricing instead of per-seat pricing: a free plan to start, then flat plans from $199 per month, with AI voice agents included on the Premium plan. Adding a paralegal or an intake coordinator does not change the bill, and the full breakdown is public on the pricing page.

The next prospect will retain whoever answers first.

Make it your firm. The free plan takes minutes to start, pricing stays flat as the firm grows, and guided migration from your current system is free.

See Pricing
  • No credit card to start
  • Free plan available
  • Free guided migration