Manage client intake, case pipelines, and follow-ups — all with full data privacy.
New client inquiries arrive via referrals, calls, and WhatsApp but there is no structured process. Prospects wait days for a response and go elsewhere.
Partners and associates track matters in spreadsheets and notebooks. There is no central view of which cases are active, pending, or awaiting client response.
Existing clients are not proactively contacted for retainer renewals or new matters. Revenue from existing relationships is left on the table.
Every inquiry enters a defined intake pipeline — consultation scheduled, conflict check done, engagement letter sent. Nothing moves forward without the right steps.
Track every active matter from intake to close with tasks, deadlines, and notes attached to each client record. Full visibility for partners and associates.
Set up automated reminders for retainer renewals and periodic check-ins. Stay top of mind with existing clients without manual effort.
New client inquiry captured from WhatsApp, referral, or web form.
Auto-reply sent with consultation booking link or team follow-up task created.
Internal task triggered for conflict check before engagement letter is issued.
Active matter created with all relevant tasks, deadlines, and documents linked.
Case stages updated as milestones are completed. Clients kept informed.
Automated reminder sent before retainer expiry to secure renewal or new matter.
Legal teams using DXYRA convert more inquiries into clients and never miss a retainer renewal.
Join growing sales teams across India. Free forever plan available.
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