A CRM for law firms that gets you to the engagement letter.
Every open inquiry on one board. The consultation notes, the referral source, the fee proposal, and the next call, all on the same record.
One CRM for law firms,
from the inquiry to the engagement letter.
Capture the inquiry
A consultation request at 10:30pm lands as a contact, tagged Web inquiry and assigned to whoever runs intake.
Contacts
1 new from your website
Elena Ramos
Ramos family
Jon Alvarez
L. Nguyen
Dana Okonjo
R. Delgado
Ellis Bram
M. Okafor
Nora Patel
S. Petrov
Send the fee proposal
Trust, pour-over wills, powers of attorney, the deed transfer. Pick the lines and send the PDF. The sent version locks, and the fee holds for 30 days.
Quote P-2047
Ramos family
Revocable living trust, couple
Joint trust, drafted and signed
Pour-over wills
One for each spouse
Financial powers of attorney
Durable, one for each spouse
Healthcare directives
Living will and healthcare proxy
Deed transfer, primary residence
Deed prepared and recorded
Record the engagement
Log what the firm took on, with the practice area and the date it was signed. Nobody has to ask around to find out who signed what.
Installed products
4 products at 4 sites
Air purifier, 150 m², 10 units
Delta Sign Co.
Split AC indoor unit, 6 units
Northlake Dental
Room air purifier, 40 m², 1 unit
Ashworth Clinic
Ceiling cassette unit, 2 units
Bram & Sons
Follow up on the day
The follow-up task lands on the day you picked, on the right record. Overdue turns red. The consultation that went well stops going quiet.
Tasks
Today · 1 of 3 done
Follow up after the Okafor consultation
M. Okafor · $7,500
Call Delgado, conflicts check cleared
R. Delgado · $45,000
Consultation with S. Petrov
2:30pm · office
Send the Ramos fee proposal
Ramos family · $5,750
Clients, companies,
leads and customers.
Contacts
5 people · search by name
Elena Ramos
Retired teacher · Ramos family
Jon Alvarez
Owner · L. Nguyen
Dana Okonjo
Office manager · R. Delgado
Ellis Bram
Purchasing · M. Okafor
Nora Patel
Site contact · S. Petrov
Clients, companies,
leads and customers.
Every prospective client you speak to, with their phone, their practice area, and the notes from the consultation. Search by name and you are there. See how contacts and businesses work.
Every prospective client you speak to, with their phone, their practice area, and the notes from the consultation. Search by name and you are there. See how contacts and businesses work.
The company behind the business work. Its people, its open inquiries, and who at the firm has spoken to whom, on one page.
The caller who booked a consultation is a lead until the engagement letter comes back signed. Then it is a client. Same record, no re-entry.
Inquiries and pipelines.
Sales pipeline
6 open · $87,550 · drag a deal to move it
Nguyen estate plan
L. Nguyen
Partnership buyout dispute
R. Delgado
Custody modification
M. Okafor
Marriage-based green card
S. Petrov
Ramos family trust
Ramos family
Business purchase agreement
Whitfield Holdings
Inquiries and pipelines.
Every open inquiry with its fee, its stage, and the next follow-up. Drag it forward as intake moves. Mark it retained and the contact updates itself.
Every open inquiry with its fee, its stage, and the next follow-up. Drag it forward as intake moves. Mark it retained and the contact updates itself.
Estate planning, family, business, immigration. One pipeline per practice area, or one board for the whole firm. See how deals and pipelines work.
New inquiry, conflicts check, consultation, engagement sent, retained. Rename, reorder, add or remove stages until the board reads like your intake.
Pick the work from the catalog.
Send it as a fee proposal.
Living trusts, pour-over wills, powers of attorney, and the deed transfer are saved once. Add them while the consultation is fresh, and the totals and tax do themselves.
Products & services
7 items · with prices and units
Revocable living trust, couple
product · Joint trust, drafted and signed
Pour-over wills
product · One for each spouse
Financial powers of attorney
product · Durable, one for each spouse
Healthcare directives
product · Living will and healthcare proxy
Deed transfer, primary residence
product · Deed prepared and recorded
Carbon filter, 150 m²
consumable · Every 3 months
Service visit
service · Per visit
Unit 4 air upgrade
Ramos family ·
Value
$5,750
Owner
MK
Follow-up
May 6
Line items · from the catalog
Revocable living trust, couple
1 × $3,200
Pour-over wills
2 × $450
Financial powers of attorney
2 × $250
Healthcare directives
2 × $200
Deed transfer, primary residence
1 × $750
Northgate Law
hello@fieldservices.co
Quote
P-2047
Prepared for
Ramos family
Date
Apr 22, 2026
Valid 30 days
| Item | Qty | Amount |
|---|---|---|
Revocable living trust, couple Joint trust, drafted and signed | 1 | $3,200 |
Pour-over wills One for each spouse | 2 | $900 |
Financial powers of attorney Durable, one for each spouse | 2 | $500 |
Healthcare directives Living will and healthcare proxy | 2 | $400 |
Deed transfer, primary residence Deed prepared and recorded | 1 | $750 |
Flat fee, everything above included. Price holds for 30 days. · Thank you for your business.
Engagements and review dates.
Installed products
4 products at 4 sites
Air purifier, 150 m², 10 units
Delta Sign Co.
Split AC indoor unit, 6 units
Northlake Dental
Room air purifier, 40 m², 1 unit
Ashworth Clinic
Ceiling cassette unit, 2 units
Bram & Sons
Engagements and review dates.
Log what the firm took on, for which client, and when. Practice area, fee type, and the signing date stay on the record with the history. See how installations and service work.
Log what the firm took on, for which client, and when. Practice area, fee type, and the signing date stay on the record with the history. See how installations and service work.
Due dates raise a task on their own. Overdue, today, this week. The engagement letter that hasn't gone out has nowhere left to hide.
An estate plan every 3 years, an operating agreement every year. Set the interval once and Liteo opens the next review every time it comes round.
Reminders, tasks and notes.
Reminders
Type it like you'd say it. Liteo sets the date.
Call Mara about the maintenance plan
Northlake Dental
Send Pinebrook the site photos
Pinebrook Property Group
Chase the Delta Sign quote
Delta Sign Co.
Warranty check, Unit 4
Delta Sign Co.
Reminders, tasks and notes.
Type it the way you'd say it. "Call Ramos Friday 9am about the trust" becomes a reminder on the Ramos record, with the date already set.
Type it the way you'd say it. "Call Ramos Friday 9am about the trust" becomes a reminder on the Ramos record, with the date already set.
One list for the day, with a name on every line. Tick off the conflicts check and the record keeps the trace. See how reminders, tasks and notes work.
What the client said about leaving the rental condo out of the trust, logged on the contact in the order it happened. The next call picks up there.
Everything you needto run the business.
Six things a small team touches every day. Click through, everything below is live.
Your stages, your board. Drag a deal, the record follows.
Liteo also works
for the businesses you advise.
Every trade gets its own page with its own examples. The client record underneath is the same.
One plan.
Choose how you pay.
Every feature included. Unlimited records.
Annual
Billed $108 per user a year. Save $48 per user each year.
- Unlimited contacts, businesses, and deals
- Catalog, quotes, and installed products
- Tasks, reminders, and automations
- Lead forms, CSV import and export
- Every new feature, at no extra cost
No card required. Then $9/user/mo, billed annually.
Lifetime
Pay once. Use Liteo for good. Every feature and future update included.
47seats remain
953 sold · 1000 total
- Everything on the plan above
- All future updates, free
- Seats are transferable
- 14-day money-back guarantee
Gone after 1,000 seats. No subscription after you claim.
Common questions
Who it fits, how quotes work, and what you get with the trial.
Still stuck? hello@liteo.io
Put every open inquiry on one CRM for law firms.
Load the consultations you're waiting on, name your stages, and find out what has been sitting longest.
- 14 days free
- No card
- Cancel anytime