Built for small firms
The firm that calls back first gets retained
A CRM for law firms has one real job: intake that doesn't leak. Liteo runs intake as a pipeline: every inquiry in its true stage, follow-ups back on the day, referral sources on the record. You see what's waiting on the firm before the client hires whoever answered first.
The problem
3 ways intake leaks clients
The inquiry that waited 2 days
The form came in Monday morning. Hearings ate Tuesday, and the callback finally happened Wednesday afternoon. They'd already retained the firm that answered Monday.
The consult that went well and went nowhere
They sat with you for an hour and left ready to hire you. Then a brief ate the week. 3 weeks later, calling back feels like an apology.
The referral source nobody thanked
A CPA across town sent you 3 clients last year. Nobody at the firm could tell you her name or the number. She noticed the silence, and the next one went elsewhere.
01 · Intake
What a CRM for law firms is actually for
Intake, run like a pipeline. Every open inquiry sits on one board, in the stage it's actually in: new inquiry, conflicts check, consultation, engagement sent, retained. You see where every prospective client stands without asking around.
The conflicts check stays your process. The stage just shows which inquiries are waiting on it. And when something sits still too long, it shows its age: flagged at 7 days, marked overdue at 14.
- Stage totals so you know what's close to signing
- Name the stages after the way your intake actually runs
- One pipeline per practice area, or one for the whole firm
$4,800
$45,000
$13,500
$5,750
$4,800
$45,000
$13,500
$5,750
S. Petrov
Marriage-based green card
$6,000
02 · The record
How they found you, what they need, who spoke last
Open a contact and the whole intake is there. Practice area, referral source, consultation notes, every call logged with its outcome. Whoever answers the phone on Friday knows what the person who took the first call knew.
Relationships between contacts are labeled, so the CPA who sent this client is attached to the record instead of living in someone's memory. That's how referral development turns from a feeling into a list you can filter.
03 · Follow-ups
Follow up while they're still deciding
A good consultation dies quietly. Set the follow-up before they're out of the parking lot. It comes back on the day, on the right record, with the fee you discussed. Overdue turns red.
Tasks group into overdue, today, and this week. Each morning an email lists what's due, in your timezone. The engagement letter that hasn't gone out has nowhere left to hide.
04 · Fee proposals
The fee proposal goes out while the consult is fresh
Flat-fee work deserves a same-day number. Build the proposal from your saved service list, the trust package, the will updates, the deed transfer, and the totals do themselves. The client gets a clean PDF with the fee in writing.
After you send it, that version locks, so the fee under discussion is the fee on record. Acceptance gets logged the moment they say yes. Your billing system keeps its job. This is the number that gets the engagement signed.
Quote P-2047
Ramos family
Quote P-2047
Ramos family
Quote P-2047
Ramos family
Total
$5,750
05 · Lead capture
Website inquiries stop sitting in an inbox
Someone searches for an estate attorney at 10:30pm and fills out your consultation form. Liteo creates the contact, tags it Web inquiry, and assigns it to whoever runs intake. Honeypot and rate limiting keep the spam out.
An automation can take it further. When a contact comes in from that form, Liteo creates a call task due the same day. The 2-day wait that loses clients turns into a same-day callback.
In Liteo
Waiting for the form…
01
Contact created · Bettina Cross
02
Tagged · Web inquiry
03
Type set · Lead
10:31pm · filed before the office opens.
In Liteo
Waiting for the form…
01
Contact created · Bettina Cross
02
Tagged · Web inquiry
03
Type set · Lead
10:31pm · filed before the office opens.
06 · Out of office
It works on the phone outside the courtroom
Check the board from the courthouse hallway. Log the callback before the next hearing starts. Move an inquiry to retained from the parking garage.
It's the same app in the phone's browser, with nothing removed. What the front desk sees at the office, you see at the courthouse.
Same app in the phone's browser.
Nothing cut down.
Same app in the phone's browser.
Nothing cut down.
Partnership buyout dispute
R. Delgado
$45,000
Custody modification
M. Okafor
$7,500
Marriage-based green card
S. Petrov
$6,000
Ramos family trust
Ramos family
$5,750
Pricing that fitson a sticky note
Per user
$7
Billed $84 per user, once a year. Everything included.
Lifetime, from
$99
Per seat, one payment, forever. 200 seats total.
Trial
14days
Free. No credit card to start.
Before and after
Intake, before and after
The same inquiries you have now, on a board the whole firm can read.
Today
- ✕New inquiries sit across email, voicemail, and the website form until someone checks
- ✕The consultation went well, and then nobody called back
- ✕Nobody can say which referral sources actually send work
- ✕The engagement letter goes out whenever someone remembers it
- ✕The details of the first call live with whoever answered it
With Liteo
- Every inquiry lands in one place, tagged with where it came from
- The follow-up comes back on the day, on the right record
- Every intake carries its referral source, and filters do the counting
- Engagement sent is a stage, and anything stuck there shows its age
- Notes, calls, and the fee discussion sit on the record for everyone
Where Liteo fits
A day, end to end
4 moments every small firm lives. This is what Liteo writes down while they happen, so nothing depends on memory after the last hearing.
Daily email
1 overdue · 3 due today
The morning email
8:12am
Proposal P-2047
Sent · follow-up set Apr 8
The fee proposal
8:58am
Contact record
S. Petrov · notes logged
The consultation
2:30pm
Board check
5 open · $69,050
The courthouse steps
4:45pmEverything else
Everything else in the box
One plan, $9 per user, unlimited records. All of this comes with it.
The customer record
Calls, notes, files, and relationships on one profile, with the history intact.
Products & services
One catalog with categories, SKUs, and prices that fills your quotes.
Installed base & sites
What you sold, where it runs, and which location it belongs to.
Email history
Logged conversations live on the contact, private until you share them.
Tasks
Linked to the deal or the customer, grouped into overdue, today, upcoming.
Daily reminder email
Your due and overdue work, in your inbox every morning, your timezone.
Reports
Outcomes, activity, and pipeline for admins. Weekly summaries are opt-in.
Quotes
Built from your price list, delivered as a clean PDF, tracked from sent to accepted.
Service reminders
Installed work comes back as the next visit's task, on time.
Automations
Event rules that read like sentences and never email your customers.
Lead capture forms
Your website form creates the contact, tagged and assigned.
Custom fields and tags
Track the details that price the job, then filter by any of them.
Global search
Cmd+K, type 3 letters, land on the right record.
CSV import and export
Your data comes in from a spreadsheet and can leave the same way.
Team
Admin and member roles, a Mine filter, safe handoffs when someone leaves.
Coming
Send email from Liteo
Gmail and Outlook sending, logged automatically.
Deal attention
One view of everything that's gone quiet.
Connect your AI
Claude or ChatGPT works your CRM through Liteo's MCP server.
Lifetime deal · 200 seats total
Pay once. Use Liteo forever.
Two hundred seats total. Every remaining seat is $99, once.
Flat price
$99
per seat, one time
Availability
46 sold · 154 remain
- Everything in monthly, forever
- Seats are transferable when your team changes
- All future updates included
- 14 day money back guarantee
Proof
Firms like yours run their intake on Liteo
The website form used to sit until Wednesday. Now the call task is on my list the same morning, and the callback happens before lunch.
Daniel Reyes
Attorney · Reyes Law
I can tell you which 3 people sent us work last year and how many clients each one was. Before this board, that was a guess.
Carmen Silva
Office manager · Grant & Marsh
The fee proposal goes out the afternoon of the consult. Clients sign faster when the number arrives while they still remember the conversation.
Peter Shaw
Managing partner · Shaw Family Law
Pricing
One price. Everything.
No tiers to compare, no feature held back to sell you the plan above. Pick how you want to pay and get the whole product either way.
Annual
Every feature included
Billed $84 per user, once a year.
- Everything in monthly
- $24 saved per user, per year
- 2 months, effectively free
Lifetime · 200 seats
Pay once
No renewal, ever. All future updates.
46 sold · 154 remain
- Everything, forever
- Seats transfer when your team changes
- 14 day money back
14 day money back guarantee.
In every plan
All of it, every plan
Monthly, annual, or lifetime, the product is identical. Nothing held back to sell you an upgrade.
Prices exclude VAT. 14 day trial on every plan, no card to start.
Questions
Fair questions, short answers
- Is this practice management software?
- No. There are no matters, no documents, no court deadlines, no trust accounting, and no billing. Liteo is client intake and CRM software for law firms: it runs inquiry to consultation to retained, and tracks the referral relationships that feed the firm. Your practice management system keeps its job once the engagement letter is signed.
- Is there a free CRM for law firms?
- Liteo isn't free. It's $9 per user per month with everything included. The first 14 days are free so you can run real intake through it before deciding. Free legal CRM tools usually cap your contacts or hold features back, and you find out after the client list is loaded.
- How long does setup take?
- A few minutes. Name your stages, add the inquiries you're already working, and it's running. There's no implementation project and no training day. Rename everything later if the firm changes its mind.
- Can the front desk and the paralegal use it too?
- Yes. Every seat is $9 a month, so a partner, a paralegal, and the front desk run $27. Everyone sees the same board, and admins decide who can change what.
- Our contacts are in spreadsheets and an old system. Can we move them?
- Export them to CSV and import them into Liteo. Contacts and businesses come across without retyping. Export works the same way in the other direction, so your data is never held hostage.
- Can we see which referral sources actually send us work?
- Yes. Every intake carries its referral source, and relationships between contacts are labeled. The attorney who sends you 5 clients a year is visible instead of vaguely remembered. Filter by source and the counting is done.
Built for small firms
For the firms that call back the same day
Industries
The offices next door
Get every open inquiry on one board today
Load the consultations you're waiting on, name your stages, and find out what's been sitting longest.
$9 per user · 14 days free · no credit card
Liteo
The deliberately simple CRM. $9 per user, everything included.
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