Live Demo | PracticePipeline

Experience Your Referral Journey in Action

Go through the process from a prospective client's perspective — and see exactly what happens the moment a referral reaches out to your firm.

Automated Example

Missed call from (555) 013-4482

Hi Sarah! Sorry we missed your call — this is Hartwell Family Law. How can we help? Reply here or grab a time: pp.co/consult

Hi! I was referred to you and wanted to ask about a consultation

We'd be glad to help. I've got Thursday 10:30 AM or Friday 2 PM for a quick call with our team — which works?

Thursday works 👍

✓ Consultation booked · Client record created · Pipeline: New Referral → Scheduled

Click any step to jump there

01Form submission — Live 02Calendar booking — Live 03Phone call & SMS — Live 04Inside the CRM

Form Submission — Live

Fill Out the Form Like a New Referral Would

Submit the form with your real mobile number to feel the instant SMS and email — while the CRM captures everything automatically.

What happens after you submit

Client record is created (or updated) in the CRM instantly.
A welcome SMS goes out within seconds.
A welcome email goes out after 60 seconds.
The referral is tagged and dropped into the intake workflow.
A notification alerts the assigned attorney or intake coordinator.

This demo sends real SMS/email automation. We use your details only to run this test — no spam.

Welcome SMS Coming Soon

Live Intake Form — Demo

Calendar Booking — Live

Book a Real Slot to See the Reminder Sequence

Book a free strategy session to experience the same confirmation and reminder automations your referrals and prospective clients receive — in real time.

What happens after you book

Client record is created (or updated) in the CRM instantly.
Instant confirmation sent by SMS and email.
The slot is locked on the calendar to prevent double-booking.
A notification alerts the assigned attorney or intake coordinator.
Reminder SMS and emails go out 24 hours and 1 hour before.
A follow-up confirms whether the referral showed up.
The referral is tagged and dropped into the intake workflow.

You'll receive a real booking confirmation and reminder emails/SMS. Your information is used only for this demo experience.

Confirmation and Reminder SMS Coming Soon

Phone Call & SMS — Live

Now Call Us. Watch What Happens.

Call or text either number and see how the system responds on its own.

Simple missed call & auto-response

845-834-8672

Call Now Text Now

Let it ring, hang up, or leave a voicemail — you'll automatically receive a missed-call text back. Send a text and you'll get an instant automated response.

Advanced IVR & follow-up sequence

620-299-9463

Call Now Text Now

This line answers into an IVR menu — press a key to route your call. You'll also experience a multi-day follow-up sequence, not just a single text.

Inside the CRM

Here's What You'd See on the Other Side

This illustrated firm view shows the records, tags, pipeline movements, and notifications created by actions like the ones you just completed.

While you were testing

Your client record was created with full activity history.
Tags and pipeline stage updated on their own.
Every SMS, call, and booking logged in one timeline.
Your team was notified the moment it mattered.

Illustrated Firm View

While you were testing

Referral created — Sarah M. · +1 (555) 013-4482
Tags applied — web-lead, demo-form, warm
SMS sent — welcome text delivered in 8 seconds
Consultation booked — Thu 10:30 AM, reminders scheduled
Pipeline moved — New Referral → Scheduled
Team notified — assigned to you, mobile push

A simple example. Your real PracticePipeline account logs the same activity, just with your own referrals, tags, and pipeline stages — New, Contacted, Scheduled, Retained, Lost.