01
Client Intake & Onboarding
A thoughtful first impression. Organize inquiries, intake forms, missing information, and next steps.
LEGAL HUB 2.0 | CUSTOM LAW FIRM SYSTEMS
Your Firm.
Your Clients.
One Connected
Experience.
A custom legal operations platform that brings your people, processes, and client relationships together. Built around the way your firm works.
Built for your practiceBranded for your firmConnected from day one
One organized workspace
A branded client experience
Connected firm workflows
Stronger relationships
A CLEARER WAY TO OPERATE
Less disconnected software. More connected practice.
Your firm shouldn’t have to work around a patchwork of tools. Legal Hub brings the everyday essentials into a cohesive system—so your team can focus on the work, and your clients can focus on what comes next.
02
Matter & Case Management
Keep every matter moving. Connect case stages, deadlines, assignments, and activity in one clear view.
03
Document Management
Less searching. More clarity. Organize files, track requests, and keep document review connected to the case.
04
Client Communication
Make every conversation count. Bring messages, updates, and client questions into one shared space.
05
Billing & Administrative Oversight
Know where things stand. Bring invoices, sample balances, team tasks, and operational priorities together.
06
Referral Management
Build on your relationships. Track referral sources, follow-ups, consultations, and accepted matters.
YOUR BRAND. THEIR EXPERIENCE.
Your Clients Should Experience Your Brand. Not Another Generic Portal.
The relationship is with your firm—not your software provider. Give clients a familiar, thoughtfully branded space to understand their case, find documents, ask questions, and see their next steps.
Your name, colors, and client-facing language
Clear case progress and personalized next steps
One direct connection to your legal team
Client portal/Overview
OB
Westbrook & Associates
My overview
My case
Documents
Messages
Calendar
TUESDAY, OCTOBER 13, 2026
Welcome back, Olivia. ●
A clear view of your case. A direct line to your team.
YOUR CASE, CONNECTED
Your next chapter. Our shared priority.
Estate planning & family trust
Case progress
65%
Your team is on it
Next appointment
Oct 22
Your team is on it
Your questionnaire has been reviewed.
FROM FIRST CONTACT TO LASTING TRUST
A Better Client Experience Doesn’t End at Intake.
Consistency builds confidence. Keep clients informed and supported throughout their matter—and make it easier to maintain meaningful relationships after the work is complete.
Clarity throughout the case
Timely updates, clear document requests, and accessible next steps reduce uncertainty.
Relationships beyond resolution
Thoughtful check-ins and follow-up workflows help your firm remain present, not just remembered.
A reason to come back
A familiar experience makes future inquiries easier and supports long-term client relationships.
RELATIONSHIPS THAT MOVE YOUR FIRM FORWARD
Turn Better Client Experiences Into Stronger Referral Opportunities.
Great relationships deserve a thoughtful system. Organize referral sources, track inquiries, and follow through with the people who help your practice grow.
Know where inquiries come fromKeep follow-ups on trackSee relationship trendsConnect inquiries to matters
Relationship tracking only. Referral and advertising arrangements require review under applicable professional conduct rules. No referral commissions are calculated or distributed.
Referral relationships
FICTIONAL DEMOA clearer picture of the connections behind your practice.
Existing clients18 inquiries
Professional network13 inquiries
Community partners8 inquiries
Relationships, not just records.
Your expertise. Clearly understood.
Search-ready firm information
Clear practice areas, services, locations, and attorney information.
AI-readable content structure
Thoughtfully organized information that search and answer engines can interpret.
Trustworthy, consistent signals
Accurate firm details and useful content across your public presence.
VISIBILITY FOR A CHANGING SEARCH WORLD
Your Firm Should Be Understandable to Google and AI Search.
Generative Engine Optimization (GEO) helps structure your firm’s public information for the way people now discover and evaluate legal services. Your client experience and your public presence can be designed as parts of one connected system.
Public visibility work is scoped to your firm. Search rankings, AI citations, and inquiry volume are not guaranteed. Confidential client and case information stays out of public content.
ONE CONNECTED CLIENT JOURNEY
Every step belongs to the same experience.
01Discover
02Inquire
03Onboard
04Manage
05Engage
06Maintain
07Refer
TAILORED TO YOUR PRACTICE
Different practices. Different needs. Your Legal Hub.
Your workflows shouldn’t be forced into someone else’s template. Shape intake, case stages, communication, and follow-up around your areas of practice.
Personal InjuryFamily LawEstate PlanningBusiness LawImmigrationReal EstateGeneral Practice
Each practice area can have its own intake questions, matter stages, and client journey.
SEE THE CONNECTION FOR YOURSELF
Two perspectives. One shared system.
Step into the attorney workspace, then see the experience through your client’s eyes.
The attorney workspace
ExploreWorkspace/Overview
JW
Legal Hub 2.0
My overview
Matters
Documents
Messages
Calendar
TUESDAY, OCTOBER 13, 2026
Good morning, James. ●
Here's what's happening at your firm today.
YOUR PRACTICE, IN PERSPECTIVE
A clear view. A stronger practice.
Every matter, every milestone, all in one place.
Active matters
84
↗ +12.8% this month
New inquiries
24
↗ +12.8% this month
Your matters, priorities, and team activity. All in perspective.
The client portal
ExploreClient portal/Overview
OB
Westbrook & Associates
My overview
My case
Documents
Messages
Calendar
TUESDAY, OCTOBER 13, 2026
Welcome back, Olivia. ●
A clear view of your case. A direct line to your team.
YOUR CASE, CONNECTED
Your next chapter. Our shared priority.
Estate planning & family trust
Case progress
65%
Your team is on it
Next appointment
Oct 22
Your team is on it
Their case, their next steps, and a direct connection to your team.
Interactive demonstration. All clients, cases, documents, and transactions are fictional.
NOT ANOTHER OFF-THE-SHELF PORTAL
Built around your firm. Not the other way around.
Legal Hub is a custom system approach—not a promise that every law firm needs the same software.
Your workflows, reflected
Designed around your team structure, practice areas, and operational priorities.
Your clients, considered
Clear, accessible experiences that feel like an extension of your firm.
Your systems, connected
Integration opportunities are evaluated against your actual tools and requirements.
Your growth, supported
A connected approach to relationships, referrals, retention, and public visibility.
A THOUGHTFUL START. A CLEARER BUILD.
Your custom Legal Hub starts with a conversation.
Every firm operates differently. Before we build, we define what your system needs to do—and what a successful experience looks like for your team and clients.
$350paid scope review
Credited in full toward your custom build if you proceed. A focused review of your workflows, priorities, and customization opportunities.
Request a Custom Scope Review01 /
Discover
Review your practice, people, and client journey.
02 /
Define
Map the features, workflows, and requirements.
03 /
Build
Create your tailored system against an agreed scope.
04 /
Refine
Test, review, and prepare for a considered launch.
Custom build pricing is determined by scope. Features shown in this demonstration are examples, not automatic inclusions.
YOUR NEXT CHAPTER, CONNECTED
Want a Legal Hub
Built for Your Firm?
Let’s turn your firm’s unique workflows, client relationships, and operational needs into one connected experience.