Weavelyn

byWeavelyn

Weavelyn is a legal technology company that offers a comprehensive client intake software solution designed to streamline the process of collecting client information, routing intakes to the appropriate attorney, tracking prospects through a pipeline, and converting leads into signed clients. The platform features customizable intake forms with conditional logic and required fields, pre-built templates for various practice areas, automatic routing rules based on practice area or availability, pipeline tracking to monitor prospects from initial contact to signed engagement, notifications and SLA alerts for new submissions and assignments, internal team notes and activity timelines for each submission, and role-based team management for efficient collaboration. Weavelyn's solution is tailored for solo practitioners, small firms, and multi-attorney firms, supporting various practice areas such as family law, personal injury, and immigration. The company offers a 7-day free trial with no credit card required, and annual plans include the Weavelyn Visual Map for the entire team, valued at up to $2,990, free of charge.

Features

  • Customizable intake forms with conditional logic and required fields
  • Pre-built templates for common practice areas
  • Automatic routing rules based on practice area or availability
  • Pipeline tracking from initial contact to signed engagement
  • Notifications and SLA alerts for new submissions and assignments
  • Internal team notes and activity timelines for each submission
  • Role-based team management for efficient collaboration

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