Stop Losing Referrals
Start Tracking Your Referrals Properly Today
You keep the firm moving. We make your job easier.
PracticePipeline helps legal assistants and intake staff manage referrals, follow-ups, and prospective clients without adding more work or changing how your firm operates.
No complicated software to learn.
Eliminate stress and confusion regarding leads.
Just fewer dropped balls — and fewer frustrated attorneys.
10th
Experience
The Problem You See Every Day
You're juggling:
Referrals coming in from email, phone, texts, and people “who know someone”
Attorneys asking “Did anyone follow up with them?”
Prospects who go quiet after the first call
"Notes" spread across email, paper, and memory
No clear way to see what’s pending, what's stuck or lost
And when things fall through? You’re the one trying to clean it up.
Today
Manual. Scattered. Easy to miss.
Website form submitted
A potential client fills out the contact form.
Email arrives
The inquiry lands in the firm's inbox.
Assistant copies information
Information is copied manually into a list or spreadsheet.
Makes a note
A note is added to remember to follow up.
Tries calling
Assistant tries to call the potential client.
Has to remember to try again
If there's no answer, it's easy to forget to follow up.
Leads fall through the cracks.
Time is lost. Opportunities are too.
with practice pipeline
Automated. Organized. Nothing slips through.
Website form submitted
A potential client fills out the contact form.
Contact automatically added
The contact is automatically created in the system.
Referral appears in CRM
The new referral is added to the CRM instantly.
Follow-up status visible
You can see the referral and its status in one place.
Next action / reminder created
The system creates the next action and reminds you to follow up.
No more missed opportunities.
Every referral is tracked. Every follow-up counts.
Find the Gaps in Your Follow-Up
Answer a few quick questions to see where your referral process could be simpler, faster, and more organized.
Identify follow-up gaps
See where referrals get lost
Discover a simpler system
Takes less than 2 minutes.
Better Forms + Free Referral CRM
We can improve the forms your firm already uses and connect every new inquiry to a simple referral CRM — at no additional CRM cost.
$0
No additional CRM cost
Call Us
Corporate Address
31 W 34th St. #8062
New York, NY 10001
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