Cases Managed. Clients Informed. Deadlines Met.
You are in court all morning while four new matters call in. CxTrack runs intake on every one, guards the filing deadline, and flags the hours you forgot to bill.
Sound familiar?
The daily friction that quietly costs legal services teams revenue.
How CxTrack solves it
Pre-configured for legal services teams. Ready to use from day one.
Matter Pipeline
Track matters from Consultation through Active Case, Discovery, Settlement/Trial, and Closed.
AI Voice Agent
Professional client intake 24/7. Qualifies legal inquiries, captures case details, and schedules consultations.
AI Quarterback
Flags upcoming deadlines, overdue follow-ups, expiring statute of limitations, and unbilled work.
Time & Billing
Track billable hours by matter with integrated invoicing and payment tracking.
Real-world use cases
How legal services businesses use CxTrack every day.
Courtroom Intake Coverage
You're in court all morning. 4 potential clients call your office. Your paralegal is busy with filings.
AI conducts professional intake for all 4 callers, captures case details, and schedules consultations for your afternoon.
Statute of Limitations Tracking
A case has a filing deadline in 3 weeks. It's buried in your files and nobody flags it.
Quarterback surfaces approaching deadlines automatically. You never miss a critical filing date.
Unbilled Hours Recovery
At month-end, you realize 15 hours of work were never logged. That's $4,500 in lost revenue.
Task-linked time tracking captures every hour. Quarterback flags matters with activity but no time entries.
Your pipeline stages
Stages are fully customizable. This is the starting template.
Your CRM speaks Legal Services
Legal Services FAQs
Can the AI handle sensitive legal intake?
Yes. The voice agent follows your configured intake script, captures essential case details, and routes sensitive matters to the appropriate attorney.
Does it track conflicts of interest?
The duplicate detection and search features help identify existing client relationships. Custom fields can flag conflict status.
Can I track time by matter?
Yes. Task tracking includes time logging with billable/non-billable classification, linked to specific matters and clients.
Ready to run your legal services business on CxTrack?
Contact us and we will scope exactly what to build and run for your business.
One platform for the work you
keep paying six tools to do.
Book a discovery call and we will map exactly how we would build and run it for your business. No sales gauntlet, no obligation.
Built in Canada. Every engagement scoped to your business.