Answer every lead, and never lose one to silence.
Every channel lands on one intake record with its source, every call is logged against the matter, and the retainer is signed on the client's phone.
Your day, today
What fills the desk now.
Leads arriving by phone, web form, text and referral, into different places.
Notes taken on whatever is nearest.
Signed clients lost while the retainer waits on a printer.
What comes off your desk
The same job, with the busywork carried.
One intake record
Leads scored, sources tracked and case details centralised from the first contact.
Every call on the matter
Calls, texts and voicemail logged against the caller and the matter, a transcript and summary of each call, and voice agents for the after-hours line that hand the caller to a person.
Retainers signed in minutes
One-tap signing by email or SMS, with no account for the client to create.
Documents straight to the file
Whatever the new client emails, scans or uploads, sorted into the new matter and named by your conventions.
Where to start
The stage that matters most to you.
What stays with you
The system collects and schedules; a person at the firm decides whether to take the case.
Everyone else on the case
The same record, from the other desks.
- For firm owners & managing partnersFirm ownersOne system, one sign-in, published prices, and the whole firm on one record.Read on
- For attorneysAttorneysDrafts, chronologies and deadlines handled, so the hours go to strategy and the courtroom.Read on
- For case managers & paralegalsCase managers & paralegalsDocuments filed, records read and calls turned into tasks, so the work is checking, not typing.Read on
Next step
See what changes for intake teams at your firm.
Omnis is in early access. Add your firm to the list and we will be in touch — or talk to us now.