Built for Law Firms
A CRM that converts more intakes into retained clients
For a law firm, the intake is the moment a case is won or lost to the competition. AMW CRM captures every inquiry from calls, web, and referrals, drafts a fast professional response, and keeps each matter moving — so prospective clients don't retain the firm that called them back first. Built for intake-driven practices, not generic B2B sales.
Why law firms lose retained clients at intake
- Intake inquiries arrive by phone, web form, and referral, and when they're scattered, the slow callback loses the client to a firm that responded first.
- Prospective clients are anxious and expect a fast, professional response, but the team is billing hours and intake follow-up slips.
- Each prospect's details, conflict checks, and matter status live across notes and inboxes, so nothing is in one organized place.
- Referral sources and past clients — the best source of new matters — go untouched without a system prompting outreach.
- Generic CRMs are built for sales pipelines, not the intake-to-retention flow a firm actually runs.
Fast, professional intake that wins the retainer
Every intake inquiry captured
Phone, web-form, and referral inquiries all become contacts on one record, so an anxious prospect ready to retain never falls through a gap.
Fast, professional first response
The AI drafts a prompt, professional reply so the prospect feels handled and retains your firm instead of the one that called back first. You approve and send.
Matters organized in one place
Each prospect's details, intake notes, and matter status live on one record, so nothing is scattered across inboxes and sticky notes.
Referrals and past clients worked
The CRM prompts outreach to referral sources and past clients — the best source of new matters — so the easiest work isn't forgotten.
Intake-to-retention, not a sales funnel
The flow matches how a firm actually wins work — fast intake response and follow-up — not a generic B2B sales pipeline.
A human approves every message
Every client-facing reply the AI drafts is reviewed and sent by your team, so the firm's voice and judgment stay in control.
How it works
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1
Capture every inquiry
Calls, web forms, and referrals land on one record, so no prospective client is lost.
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2
Respond fast and professionally
The AI drafts a prompt reply so the prospect feels handled before they call another firm.
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3
Keep the matter moving
Intake details and status live in one place; follow-ups are flagged so nothing stalls.
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4
Work referrals and past clients
The CRM prompts outreach to your best sources of new matters.
Ready to set this up for law firms?
Our team scopes the setup and migration with you — you start with a working system, not an empty workspace.
Frequently asked questions
- How does it help win more intakes?
- It captures every inquiry on one record and drafts a fast, professional first response, so an anxious prospect feels handled and retains your firm rather than the one that happened to call back first.
- Does the AI communicate with clients on its own?
- No — every client-facing reply is drafted by the AI but reviewed and sent by your team, so the firm's voice and professional judgment stay in control.
- Where do matter details and intake notes live?
- On one record per prospect — intake notes, details, and matter status in one organized place, instead of scattered across inboxes and notes.
- Can it help with referral and past-client outreach?
- Yes — it prompts outreach to referral sources and past clients, who are usually a firm's best source of new matters, so that work isn't forgotten.
- Is it built for law firms or generic sales?
- It's set up for the intake-to-retention flow a firm actually runs — fast intake response and follow-up — not a generic B2B sales pipeline.
- Can we migrate our existing contacts?
- Yes — our team scopes the migration as part of setup and handles the connection, so you start with your contacts in place.
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AMW Suite · Early Access
See it working for law firms.
Our team scopes your setup, handles the migration, and walks you through it — you start with a working system, not an empty workspace.