Know who sends you business — and thank them
Tracks where every new client comes from, maintains referral source relationship scores, generates thank-you reminders, and produces ROI reports showing which referral sources are actually driving revenue.
Create a skill called "Referral Tracker" for a lawyer. When I log a new client intake, record the referral source (who referred them, or how they found me — Google, website, bar referral, specific person, etc.). Maintain a referral source database with: name, contact info, total referrals sent, dates of each referral, matters opened from their referrals, and revenue generated. Assign a relationship score based on referral frequency and recency. Send me reminders to: (1) Thank referral sources within 48 hours of receiving a referral. (2) Check in with top referral sources every quarter. (3) Send reciprocal referrals when appropriate. Generate a monthly ROI report showing: top referral sources, referral-to-client conversion rate, and revenue per referral source. Draft thank-you emails I can review and send.
Most lawyers have no idea which referral sources are driving their best
business. This skill tracks every referral, maintains the relationship,
and shows you where to focus your business development efforts.
Know what clients say about you before prospects read it
Monitors review platforms for new posts, drafts careful responses, and helps you manage profile accuracy and client-review outreach in a way you can adapt to your jurisdiction’s ethics rules.
Turn legal developments into client alerts and blog posts
Monitors legal developments and helps you turn them into thought leadership content — client alerts, blog posts, LinkedIn articles, and social media posts. Maintains your editorial calendar and distributes across channels.
Never scramble for credits at the last minute again
Tracks your CLE credits by jurisdiction and category, monitors email for completion certificates, calculates remaining requirements, and sends alerts as deadlines approach. Multi-state lawyers get a unified dashboard across all bars.
Every bar obligation across every state — one view
Tracks all bar-related obligations for lawyers admitted in multiple jurisdictions — registration dues, CLE requirements, trust account certifications, pro bono reporting, insurance disclosures, and specialty certifications. Prevents administrative suspension.