Sound Familiar?
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.
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 Transform Your Legal Services Business?
Start free. AI Quarterback and your industry template activate immediately.
Stop Guessing. Start Automating.
Book a 30-minute audit. We'll map your biggest leaks and show you the exact automation roadmap. No pitch. No pressure.
