Growth → Cash

From first click to final disbursement.

The front and back of the practice, connected: ad spend synced next to signed-case revenue, intake pipelines that carry every call and text, public booking pages on your real calendar, auto-captured time, invoicing, trust accounting and a client portal.

  • Calendly built in: clients book consultations straight onto your synced calendar, reminders included
  • Billable time captures itself as you call, email and draft — review and approve, don't reconstruct
  • IOLTA-aware trust ledgers and settlement disbursement with guardrails on every movement
See every feature
BA
Free Consultation — 30 min
with B. Patrick Agnew · video or phone
Tuesday, July 21
9:009:3010:0011:302:003:30
Booked → synced to your calendar · confirmation + SMS reminder sent

A public booking page — synced to the lawyer's real availability, reminders handled.

Everything in Growth → Cash

Marketing dashboard

Google & Meta ad spend synced next to signed-case revenue — true cost-per-case by channel.

Intake pipeline

Leads triaged through a pipeline with their calls, texts and forms attached from first contact.

Public booking pages

Calendly built in — clients book straight onto your synced calendar, reminders included.

Auto-captured time

Calls, emails, documents and tasks log billable time as you work — review and approve later.

Billing & costs

Time and case costs to invoice in a click — every entry tied back to the case record.

Trust accounting

IOLTA-aware ledgers and settlement disbursement with guardrails on every movement.

Client portal

A branded portal with granular sharing — clients see exactly what you choose, nothing else.

Reputation & reviews

Review requests and monitoring wired into your close-out flow.

Previous
Documents
Draft, redact, sign, deliver
Up next
Trust & Operations
Automation, compliance, control