Consultation requests that never sit in a shared inbox
Public intake forms qualify and route new matters, create real contact records, and start the follow-up clock the moment someone reaches out.
For firms that run operations as carefully as the law
Intake, contacts, matters, and follow-up — in order.
Simply Legal is the operations layer for the modern practice: consultation intake, contact and matter records, documents, reporting, and the integrations that keep your existing legal tools in sync.
Built for intake and firm operationsUnlimited users — yes, reallyPublic pricing, on this sitePowered by Simply360
RecordsContacts & mattersClientsMattersReferral sources
IntakeInquiry to engagementInquireQualifyEngage
Public pagesConsultation + intakeRequest a consultationClient intake form
onesystem for intake, contacts, matters, and reporting
publicconsultation and intake pages included
$69a month to start — every price public, website included
unlimitedattorneys and staff on every plan
Why firms choose Simply Legal
The practice runs on more than billable hours.
Practice-management tools bill the work; the rest of the firm — intake, referrals, marketing, operations reporting — lives in inboxes and spreadsheets. Simply Legal runs that operational layer properly, and syncs with tools like Clio instead of fighting them.
Yes — even the conflicts list only the founding partner knows how to search.
Contacts and matters, connected
Clients, opposing parties, referral sources, and matters stay linked with full history — so relationships and conflicts are visible, not tribal knowledge.
Scheduling without the phone tag
Consultation requests capture the details you need up front, and confirmations and reminders go out automatically.
Generated documents from live records
Engagement letters, intake summaries, and standard documents generate from record data — consistent, fast, and named correctly every time.
Works with your practice-management stack
Sync contacts and matters with tools like Clio, so the operations layer and the billing layer stop disagreeing about reality.
Access as careful as the practice
Role-based permissions keep intake, matters, and reporting visible to exactly the people who should see them, with accountable change history.
How it fits together
From first call to closed matter, one accountable line.
An inquiry becomes a qualified intake, intake becomes a contact and a matter, the matter syncs where it needs to, and the follow-up, documents, and reporting run from the same system.
Public consultation and intake forms with routingContact, matter, and referral records that stay connectedAutomated confirmations, reminders, and follow-upDocument generation from live record dataPractice-management sync and operations reporting
For managing partners
See the pipeline, not just the caseload.
Intake volume, conversion, referral sources, and matter status live in real reports — the business of the firm, visible without a partner-meeting archaeology session.
See how it worksFor operations and intake staff
Every inquiry handled, every time.
Intake routing, follow-up reminders, and status tracking mean no consultation request dies in a shared inbox over a long weekend.
See pricingWorks with any website
Your website, or ours — same system underneath.
Simply Legal can host your firm’s website, or embed into the site you already have. Consultation requests, intake forms, and practice-area pages are copy-and-paste embeds that write straight into your operations system.
Consultation requestClient intake formPractice-area pagesReferral formContact update
Works even better together
Tools that work hand in hand with Simply Legal.
Two companion tools from the Simply360 family plug straight into the contacts and matters Simply Legal already manages.
A tap tag in reception opens your intake or consultation form on the client’s own phone, and a card in your networking kit sends referrals straight into the pipeline — with secure validation and a scan log keeping every touch accountable.
Explore Simply Action Tags
Conference rooms and consultation spaces on a live floor plan: the front desk sees what is free right now, bookings check the real calendar, and a discreet lobby screen shows clients where to go.
Explore Simply SpacesBring us the intake pipeline. We will make it feel simple.
Show us how a new matter reaches the firm today — the forms, the inbox, the spreadsheet. We will map it to Simply Legal and show you the version that never drops an inquiry.