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ClosePath for legal teams

Organize intake, matters, deadlines and client communication in one connected workspace.

Give solo attorneys, intake teams, coordinators, and firm administrators a shared operating layer for prospective clients and administrative matter work—without making legal decisions.

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Configurable workflowsScoped team accessHuman-reviewed AI
ClosePathSample workspace
Firm operationsUpdated
New inquiries18
Consultations7
Deadlines ahead11
Review today's priorities Follow up on assigned work Verify reporting inputs
One connected lifecycle

Carry context forward at every stage.

ClosePath connects the relationship, the work, and the reporting around the process your team already follows.

  1. 01Inquiry
  2. 02Intake
  3. 03Consultation
  4. 04Matter opened
  5. 05Work and deadlines
  6. 06Resolution
  7. 07Follow-up
What gets in the way

Turn fragmented activity into accountable work.

1

Intake context gets fragmented

Keep inquiries, contact details, forms, appointments, notes, tasks, and responsible team members connected.

2

Administrative matter work is opaque

Use boards, statuses, dates, documents, and custom records to make firm-defined work visible.

3

Deadlines need accountable owners

Assign tasks and due dates with clear responsibility while your firm retains professional review and calendaring controls.

Capabilities and outcomes

Use what is available—and see what requires setup.

Availability labels distinguish shipped platform capabilities from controlled or provider-dependent workflows.

Available now

Structure client intake

Capture inquiries with forms and funnels, then manage consultations and matter-intake stages in configurable pipelines.

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Coordinate matter work

Use Work Boards, custom objects, linked contacts, tasks, deadlines, documents, and assignments for administrative operations.

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Keep communication in context

Configured email, messaging, calling, appointments, and templates support client-service workflows.

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Understand firm operations

Dashboards, reports, workloads, and AI assistance summarize the records and work your team manages in ClosePath.

The connected platform

CRM, Work Boards, automation, communications, forms, reporting, and AI—sharing context.

ClosePath organizes these functional categories in one workspace while source systems and professional decisions stay where they belong.

CRM

Contacts, opportunities, pipelines, appointments, and relationship history.

Work Boards

Tasks, owners, dates, dependencies, dashboards, and repeatable processes.

Forms

Public intake and internal information capture connected to workspace records.

Automation

Configured triggers and actions for routing, tasks, reminders, and follow-up.

Communications

Email, messaging, and calling when supported providers and senders are configured.

Reporting

Dashboards and reports based on the records and work your organization manages.

AI assistance

Drafting, summarization, building, and recommendations with appropriate human review.

Intake

Move inquiries toward an informed human review.

Design the intake path your firm uses without representing workflow status as legal clearance or advice.

  • Public forms and lead capture
  • Consultation scheduling and tasks
  • Matter-intake pipeline stages
  • Conflict-check workflow tracking—not automated clearance
IntakeWorkspace view
1

Public forms and lead capture

2

Consultation scheduling and tasks

3

Matter-intake pipeline stages

Matter coordination

Give administrative work a visible home.

Model matters with configurable records and boards while licensed professionals retain judgment and control.

  • Custom matter records and linked contacts
  • Tasks, owners, dates, and dependencies
  • Document organization where configured
  • Status dashboards and workload views
Matter coordinationWorkspace view
1

Custom matter records and linked contacts

2

Tasks, owners, dates, and dependencies

3

Document organization where configured

Client service

Keep follow-up connected to the work.

Bring appointments and configured communications alongside the records and tasks that provide their context.

  • Email, messaging, and calling through configured providers
  • Conversation history and templates
  • Client-facing forms and portals where enabled
  • Administrative AI drafting and summaries with human review
Client serviceWorkspace view
1

Email, messaging, and calling through configured providers

2

Conversation history and templates

3

Client-facing forms and portals where enabled

Reporting and AI

Understand intake and operational workload—not legal outcomes.

Reports and dashboards organize pipeline activity, assignments, deadlines, and work status. AI assistance is for administrative workflows and does not provide legal advice or decisions.

  • Inquiry and consultation pipeline
  • Matter-intake and task status
  • Deadline and workload visibility
  • Administrative summaries with human review
Replace disconnected tools

Consolidate functional categories—not regulated systems of record.

ClosePath can reduce handoffs among CRM, project management, forms, automation, communications, reporting, and AI assistance. It does not claim to replace an MLS, LOS, carrier system, court platform, trust-accounting system, payroll, or accounting ledger.

Disconnected

CRMWork BoardsFormsAutomationCommunicationsReportingAI assistance

With ClosePath

Shared records and workflow context

Your source systems remain authoritative. ClosePath keeps customer, work, and reporting activity connected around them.

Security and access

Give people the access their work requires.

Organization separation, authenticated workspaces, roles, permissions, scoped access, and audit history support controlled collaboration. ClosePath does not claim unverified regulatory certifications.

  • Organization boundariesCustomer workspaces and records are tenant-scoped.
  • Role-based accessPermissions determine available actions and views.
  • Provider controlsThird-party services require authorized configuration.
  • Human responsibilityYour organization retains professional review and legal obligations.
Built for the team

One operating view, shaped by each role.

Solo attorneys

Organize inquiries, consultations, matters, deadlines, and follow-up in one workspace.

Intake teams

Capture information, schedule consultations, and route records for attorney review.

Case coordinators

Track firm-defined administrative tasks, documents, dates, and assignments.

Firm administrators

Configure workflows, access, team workload, templates, and operational reports.

Plan guidance

Choose a general ClosePath platform plan for your firm.

ClosePath does not advertise a dedicated attorney starter plan. Firms can start with the general platform and talk with sales about team size, onboarding, and workflow configuration.

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Product truth

What ClosePath does—and does not—provide.

  • ClosePath does not provide legal advice, automated legal decisions, court filing, or trust accounting.
  • Conflict-check workflow tracking is not a certification that a conflict has been cleared.
  • Legal billing and unverified practice-management integrations are not represented as shipped capabilities.
  • ClosePath does not claim attorney-client privilege or compliance certification.
Frequently asked questions

Questions before you start.

Is ClosePath legal practice-management software?

ClosePath provides configurable CRM and work-management capabilities for intake and administrative matter coordination. It does not claim every specialized practice-management function.

Does ClosePath perform conflict checks?

Teams can track a firm-defined conflict-review workflow, but ClosePath does not provide automated legal clearance or replace attorney review.

Can ClosePath file with courts or manage trust accounts?

No. Court filing and trust accounting are outside the product scope.

Can AI provide legal advice?

No. ClosePath AI features support administrative workflows and require human review; they are not legal advice or automated legal decisions.

Talk to sales

Plan a ClosePath workspace for your attorneys organization.

This existing enterprise inquiry flow is best for organizations with more than 50 users or custom implementation, security-review, or contractual needs.

Interested in
Attorneys + ClosePath

Connect the customer journey to the work that moves it forward.

Start with a practical workspace, then add the configured capabilities your team actually needs.

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