AI-Powered CRM & Client Intake
Streamline your client intake process and manage relationships effortlessly with Max's AI-powered CRM. From initial contact to case closure, our intelligent system ensures no detail is missed.
Max's CRM is a game-changer for every practice. The automated intake and conflict checking save hours each week, freeing up time to focus on what matters most — clients.
See It In Action
A real look at the ai-powered crm & client intake dashboard — not a generic template.
What's Included
Everything you need to streamline this part of your practice.
AI-Powered Intake Forms
Create custom intake forms that clients can fill out online. Our AI extracts key information, creates a new contact, and even flags potential conflicts.
Smart Contact Management
A centralized database for all your contacts. Track relationships, communications, and case involvement in one place.
Conflict Checking
Automated, firm-wide conflict checking across all your contacts and cases to prevent ethical issues before they arise.
Lead Tracking Pipeline
Visualize your new business pipeline from initial inquiry to retained client, ensuring you never let a potential lead fall through the cracks.
How It Works
Get started in minutes, not hours.
Customize Your Intake
Build your ideal client intake form with our drag-and-drop editor. Add custom fields, conditional logic, and your firm's branding.
Share & Embed
Share a secure link to the form with potential clients, or embed it directly on your website for a seamless experience.
AI-Powered Review
As submissions come in, Max's AI analyzes the data, creates contact profiles, and runs an initial conflict check, flagging items for your review.
Convert to Matter
With one click, convert a qualified lead and their intake data into a new case, automatically populating the matter with all the information you've collected.
Stop Losing Hours to Admin Work
90+ AI-powered tools. One flat rate. Money back guarantee.
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