The Law Firm CRM
Built to grow your client roster.
Tegrity Connect helps small law firms intake new matters, nurture referral relationships, and follow up with prospective clients — without losing leads to a buried voicemail or a missed email.
No contracts · Cancel anytime · Live in 7–14 days
Intake. Conflict check. Consult. One workflow.
Stop losing prospective clients between the contact form and the first phone call. Every inquiry gets a fast, professional response — even at 11pm on a Saturday.
Web form straight into intake
Inquiries from your site, Google, or Avvo flow into a single intake pipeline with auto-acknowledgment in under a minute.
Consult booking on autopilot
Qualified leads see your real availability and self-book — no email tag, no missed-you voicemails.
Affordable software. Unreasonable service.
Big-firm CRMs are built for billing and matter management. We are built for the part most small firms struggle with: turning inquiries into clients.
Faster first response
Auto-acknowledgment text and email the moment a prospective client reaches out — most firms take hours, you take seconds.
Conflict-aware tagging
Tag inquiries by matter type and opposing party so your paralegal can run a clean conflict check before you ever pick up.
Plays nicely with Clio
Use Tegrity Connect for intake and marketing, then push qualified clients into Clio Manage for the matter work.
A guided launch with our support team
Every new Tegrity Connect account starts with our $175 onboarding sprint. Add Training, Migration, or Consulting whenever you need an extra hand.
Fill out the onboarding form
Tell us about your business — what you sell, how leads come in, and the tools you use today. Takes about 10 minutes after you sign up.
Book your 1:1 onboarding session
Pick a time that works. Our support team blocks the slot and preps your account before the call. The $175 one-time onboarding is required for every new account.
We set you up live
On the call we walk through SMS verification, domain and email configuration, integrations with your existing tools, and the first workflows that matter most to your business.
Ongoing support, always
Business+ plans get 24/7 chat support from the same team that onboarded you. Starter plans get email anytime. You are never on your own.
Add-on services as you scale
Need more hands? Add Training, Migration, or Consulting from our Services menu — pay only for what you need, when you need it.
Optional add-onPick a plan that grows with you
Every plan includes onboarding, support, and unlimited contacts. One-time $175 onboarding for new accounts.
Starter
Each additional license is $27.50/month
Best for: Solo business owners, small teams, and growing businesses who are looking for an affordable way to stay organized and appear more professional.
- Organize — Contacts and customer profiles, custom fields, tags and smart lists, unlimited pipelines, tasks and notes
- One inbox — SMS, email, phone, Facebook Messenger, Instagram, Google Business Profile, and web chat all in a single conversation thread
- Reach out — Marketing campaigns, bulk SMS and email sends, saved message templates, call tracking and recording
- Get found — Review requests and responses for Google and Facebook, social media planner, blog
- Capture — Forms, surveys, funnels, calendar and appointment booking
- Measure — Reporting dashboards, lead source attribution, call reporting
- Work anywhere — Full iOS and Android app for your whole team
- Connect — Out-of-the-box integrations with the tools you already use
- 4 users included, expandable to 10
Business
Each additional license is $50/month
Best for: Growing businesses that want tailored templates, automations, and some customization to support their business and customers.
Everything in the Starter Plan plus:
- Everything in Starter, plus:
- Automate — Visual workflow builder, trigger links, missed-call text back, appointment reminders and no-show follow-up, internal notifications and task routing
- Get paid — Payment processing, invoicing, recurring billing and subscriptions, text-to-pay, products and coupon codes
- Close — Estimates, quotes, documents and contracts your clients sign on the spot
- Convert — Landing pages, QR codes, A/B split testing on pages and emails
- Support — Chat support when you need a hand
- 4 users included, expandable to 25
Questions, answered.
No. Clio Manage is for matter management, billing, and trust accounting — keep using it. Tegrity Connect handles intake, marketing, follow-up, and lead nurturing, then hands the retained client off to Clio.
Yes. Data is encrypted in transit and at rest, and we follow standard data-handling practices for sensitive information. We are happy to walk through specifics on the demo.
Yes. Family law intake looks nothing like personal injury intake — we build separate pipelines and forms per practice area, with conditional logic where it helps.
All copy in nurture sequences is yours to review and approve. We do not auto-publish anything in your name — you stay in control of every word that goes to a prospective client.
When a new inquiry comes in, the matter type and opposing party are tagged automatically and routed to your paralegal or designated person to clear before any consult is booked.
Yes — we serve accountants and CPAs, insurance agents, and other professional services firms with similar intake-driven workflows.
Sign more clients. Chase fewer leads.
Drop your email and we will show you how Tegrity Connect runs your firm intake — or book a 20-minute demo with our team.