A new type of Customer Management System. Chats, leads, pipelines, outreach, tasks, documents, analytics, all driven by AI agents and a Wizard command layer.
Ten modules. One AI layer. Everything your team needs to find leads, talk to them, close them and never let anything fall through the cracks.
All firm channels, phone, WhatsApp, email, web form, in a single AI inbox tied to client files, active cases and document deadlines.
Run separate pipelines per practice area or partner. AI scores intake leads, surfaces stalled cases, suggests next-best action.
Every consultation, hearing, document deadline in one calendar, tied to the case and to your AI.
Website forms, ads, messengers, webhooks, every lead is routed through AI agents that open the conversation instantly. No cold queues. No forgotten contacts.
Wire any external event, payment, booking, form, webhook, into a chained AI sequence. Reactivation, reminders, confirmations, upsells, delivered by agents through the right channel.
Segment clients by case stage, practice area, value. AI sends case updates, hearing reminders and milestone communications.
Wizard is a Claude-grade AI inside your firm CRM. Ask which lawyer closes most cases, which leads are about to drop off, which practice area drives revenue.
Cases won, billable hours, lawyer leaderboard, intake-to-case funnel, revenue per practice area. Wizard surfaces insights.
Every conversation, every lead, every chat, flowing into one CRM. 20+ AI-powered channels across messaging, voice, email, SMS, personal accounts and custom APIs, unified under one customer record.
AI Instagram agent capturing DMs, comments and reactions, every interaction logged as a lead in your CRM.
AI Facebook Messenger agent handling messages, comments and flows, all conversations attached to the CRM contact card.
AI Telegram bot agent for automated replies, support flows, lead generation, and smart Telegram communication.
AI TikTok agent for comments, direct messages, reactions, likes, and automated TikTok communication.
AI voice agent for inbound and outbound calls, phone numbers in 100+ countries, automated call scenarios.
AI calls agent connected to Ringostat for telephony, call tracking, inbound/outbound calls, call analytics.
AI SMS agent for sending, receiving, automating and scaling SMS communication with clients.
AI WhatsApp Business agent for official business communication, automated replies, broadcasts, and sales workflows.
AI WhatsApp personal agent for private chats, personal numbers, and all conversations inside one AI system.
AI website widget agent for sales, support, lead capture, and AI communication directly on your website.
AI Gmail agent for email communication, inbox automation, replies, and AI-powered email workflows.
AI Telegram personal agent for personal chats, group communication, message analysis, and AI chat management.
AI webhooks API agent for connecting any external application, custom API, automation, or AI workflow.
AI Viber bot agent for automated Viber messaging, support conversations, and AI communication flows.
AI Viber personal agent for personal messaging, private chats, and AI-managed Viber communication.
AI OLX agent for managing client messages, inquiries, and sales communication from OLX in one system.
AI Twilio agent for voice, messaging, phone numbers, SMS automation, and global AI communication workflows.
AI Google agent for Google-based communication, integrations, authentication, and AI business automation.
AI iOS chat agent for mobile messaging and push, leads and replies flow directly into your CRM.
AI Android chat agent for mobile messaging and push, every interaction becomes a tracked CRM lead.
Twenty ready-made legal templates, agent accounts and proven scenarios, pre-configured for law firms, solo practitioners and legal services.
Books consultations for divorce and custody cases
Qualifies B2B clients and books partner consultations
Screens accident cases and qualifies claims
Handles property closing inquiries and documents
Screens visa cases and books consultations
Handles urgent inquiries and books defense consultations
Qualifies tax-dispute cases and books consultations
Handles trademark and patent inquiries
Screens workplace cases and qualifies claims
Books wills and estate planning consultations
Screens bankruptcy cases and books consultations
Handles divorce inquiries with empathy and discretion
Qualifies plaintiffs and tracks class membership
Reviews contract questions and books drafting consultations
Books notary appointments and confirms documents
Books mediation sessions and follows up post-session
Qualifies securities cases and books consultations
Handles construction-dispute inquiries
Routes legal questions and books video consultations
Manages all client communication for solo lawyers
Assign clear roles across sales, support, operations and analytics, and power each agent with the skills your CRM workflow needs.
Surfaces the highest-value lead in your CRM right now, ready to be contacted.
Identifies who on your team is closing the most deals and the fastest.
Ranks managers by lead-to-deal conversion rate across the CRM pipeline.
Flags deals that have not moved between CRM stages for too long.
Surfaces every contact waiting on a response, no conversation goes cold.
Identifies the channel delivering the most qualified CRM leads.
Detects the CRM pipeline stage where most deals get stuck or lost.
Analyzes closed-lost deals and extracts the top reasons customers walked away.
Plots revenue, new leads and closed deals over any time window.
Reports how many leads, deals and tasks each manager is handling right now.
Product updates, case studies and fresh scenarios, the platform ships weekly.
New voice module inside AI CRM dials leads, speaks in your brand voice, logs the full transcript to the contact card and auto-creates follow-up tasks.
How a 12-location clinic network cut response time to under 60 seconds, increased conversion of inbound leads and freed up 3 managers, using only AI agents inside CRM.
Plug any personal messenger account into your CRM without a bot. Every DM lands on the lead timeline, AI agents reply, managers take over with one click.
Leave your details, we'll set up a live demo on your channels, with your pipeline and your real leads. No slides, no theory.
Chats, leads, pipelines, calendar, outreach, automations, tasks, documents and analytics, one AI system, one Wizard command layer, zero spreadsheets.