Legal Contact Management System Demo

Dashboard

Outreach Overview

Intake activity across all channels

Intake by Channel

Needs Response 3

Channel Breakdown

Pipeline Status

Recent Activity

Clients

AI Assistant

Ask anything, or start from one of the actions below.

Integrations

Connected

Available

Settings

Account

Admin User

Firm administrator

Name: Admin User
Email: admin@yourlawfirm.com
Firm: Your Law Firm

Firm profile

Practice areas: Personal injury · Medical malpractice · Product liability
Office: New York, NY
Time zone: Eastern Time (ET)
Business hours: Mon–Fri, 8:00 AM – 6:00 PM

Team & roles

Admin Useradmin@yourlawfirm.comAdmin

Rosa Alvarezr.alvarez@yourlawfirm.comPartner

David Okaford.okafor@yourlawfirm.comAssociate

Mei Linm.lin@yourlawfirm.comIntake specialist

Intake & lead scoring

High-value threshold: $75,000 estimated value
First-response target: Within 2 hours
New lead assignment: Round-robin by practice area

AI agent

Reply tone: Warm, professional
Model data retention: Zero retention

Notifications

Security

Session timeout: 30 minutes
Audit log retention: 7 years
Data residency: United States (East)

A legal contact management system, built around one firm

This is an example of the kind of custom contact management system Bespoke AI builds for law firms. Every call, email and web form lands in one place, gets a quick first read, and is ready for an attorney to act on. The firm owns the software outright, so there are no monthly per-seat fees.

One inbox for every new contact

Phone calls, emails and website forms all arrive in the same list, with the people who still need a reply flagged at the top.

The best matters flagged first

Each new contact is checked against the firm’s own rules, like case type and estimated value, so high-value matters are marked and get a call back first.

An assistant that does the first pass

A built-in AI assistant summarizes what each person said, drafts a reply, and suggests consultation times from the firm’s calendar.

Works with the tools you already use

It connects to practice management, email, calendars and document storage, so information moves on its own instead of being retyped.

Have something like this in mind for your firm? Tell us about it, or read more about custom legal CRM software.