Sales Demo

Click through what each service actually does.

This is a simulated walkthrough, not connected to a live system, built to show a prospect the outcome of each automation in under a minute. Click a tab, then click the button in that panel.

Incoming enquiry (web form)

        Hi, my name is Sarah Whitfield, I need help with a residential conveyancing matter. You can reach me at 07700 900123. I've attached my ID but not proof of address yet.
      

Practice management CRM

Client name...

Case type...

Contact...

Proof of addressMissing / held

Vendor NDA · Draft v1

Liability shall be uncapped and jointcapped at 12 months' fees, several only for claims arising under this Section.

Awaiting draft

Clause library match

Limitation of LiabilityFirm playbook clause #14

Governing LawFirm playbook clause #22

Unindexed court bundle (14 files)

Chronological index (auto-generated)

12 Jan · Engagement letterIndexed

03 Mar · Witness statement (J. Reeve)Indexed

19 Apr · Expert report, structuralIndexed

02 Jun · Correspondence bundleIndexed

Today's activity metadata

Call · vendor NDA discussion14 min

Email thread · indemnity carve-outs4 replies

Document opened · closing memo22 min

Draft time entries (5:00 PM)

Client call / vendor NDA0.4 hrs

Email / indemnity carve-outs0.3 hrs

Reviewed closing memo0.5 hrs