Every inquiry intake. Every consultation booked.
BittaFlow gives law firms a professional, GDPR-aware platform to capture new client inquiries, run intake forms, book consultations, and follow up — without a full-time receptionist.
Legal dashboard
Intake, matters, consultations, and retainers — organized.
$7,685
Billed (this month)
$13,178
Outstanding
468
Active matters
Practice snapshot
What things are called here
What a legal front desk loses to admin.
New client inquiries call outside business hours and go to voicemail
Intake forms are emailed as PDFs and returned incomplete or not at all
No structured follow-up process for consultation bookings
Fee collection and invoice chasing handled manually
After-hours inquiries don't go to voicemail and die there.
A missed call gets an instant text with the intake link, so the matter is already captured before anyone calls back.
Set up for legal on day one
The vocabulary, templates, reminder timings and automations arrive configured for this industry — not as a blank workspace with a training video.
Built for how legal teams actually work.
The same platform every other industry gets, with these six configured and switched on before you log in.
Digital Client Intake
Custom intake forms specific to matter type — sent by link the moment an inquiry comes in.
Consultation Booking
Online booking for initial consultations, synced to the right attorney's calendar.
Secure SMS Follow-up
Follow-up sequences for intake completion, consultation reminders, and document requests.
After-hours Capture
Missed call auto-reply with intake link. Inquiries captured outside business hours go straight into the pipeline.
Retainer & Invoice
Send a Stripe retainer or invoice by SMS or email. Track outstanding balances in the CRM.
Audit & Compliance
Full audit trail of every message and action. Role-based access — staff see only their clients.
Your own website
A designed website made from your CRM — practice areas, fees and each lawyer with their next free times — where clients book and pay online. Free to build; ready from your current site.
AI chat on your website
Answers clients from your own information, shows your lawyers with their free times and passes questions to the team — on our website or yours.
Accounts for your clients
Clients sign in with a one-time code to see bookings, move or cancel them under your rules, pay and save a card.
One enquiry, from first contact to paid.
Prospect calls or messages
Inbound call, SMS, or web form. All land in the inbox. Missed calls get an auto-reply with the intake form link.
Intake form completed
Matter type, urgency, and contact details captured digitally. No PDFs, no re-keying.
Consultation booked
Prospect books a slot with the right attorney. Confirmation and reminder sent automatically.
Retainer sent and signed
Stripe invoice or retainer request sent by SMS or email.
Matter moved to pipeline
Contact moved to the CRM pipeline. All intake notes, messages, and documents attached to the record.
Other industries
Dental Practices
Full chairs. Zero front-desk chaos.
Open →Clinics & Hospitals
The front desk, on WhatsApp.
Open →Real Estate Agencies
Every lead captured. Every viewing booked.
Open →Home Services & Trades
Quote it, book it, dispatch it, invoice it — from one job record.
Open →Salons & Spas
No marketplace commission. Ever. Full columns and clients who come back.
Open →Hotels, B&Bs & Venues
Every room sold once. Every deposit collected.
Open →Any Service Business
One CRM, in your own words.
Open →Law firms / review drafts
Review drafts for law firms.
Suggested wording for client feedback. These are examples awaiting approval, not published customer endorsements.
“Before returning an enquiry, we can read the intake details and the earlier messages. The first call starts with the person's situation in front of us, rather than asking them to go through everything again.”
“People can choose an available consultation time and receive the confirmation and reminder. When they call the office, we can see the appointment and their messages together, even if someone else made the booking.”
“We keep the intake, messages and payment history with the client's record. Whoever is handling the matter can find the last conversation and see what has been sent without asking the rest of the office.”
A week of new inquiries at a four-attorney firm
Family and employment law, no full-time receptionist, and most new clients calling after work.
No inquiry went to voicemail and died there, and no PDF intake form came back half-filled.
- Mon 18:40The after-hours callThe call is missed. An instant text goes back with the intake link, and the inquiry is in the pipeline before anyone is back at a desk.
- Mon 19:05Intake, done properlyThe prospect fills in the form for their matter type — details, urgency, contact — so the first call starts from the facts instead of collecting them.
- Tue 9:15Consultation bookedThey book a slot with the right attorney. Confirmation and reminder go out by themselves.
- Thu 14:00Retainer sentAfter the consultation the retainer goes out as a pay-link by SMS or email, and the balance is tracked on the record.
- Fri 16:00Matter openedThe contact moves to the pipeline with the intake, messages and documents attached. Staff see only their own clients, and every action is in the audit trail.
A composite day written to show how the software handles the work — not a customer story. The business is made up; every step is something the product does today.
Don’t read about it. Have it call you.
Put your number in and the BittaFlow receptionist rings you in about ten seconds. Ask it anything a customer would — opening hours, a booking, a price — and hear how it handles it. The same thing answers your line from the first day.
Included on Small Team, Pro Growth and Business Plus. Answers 24/7 in your business’s voice and hands over to a person the moment someone asks.
BittaFlow AI
Wednesday · 7:30 pm · after hours
Saved to the client record
Tenancy · deposit dispute
- ✓Consultation booked Thu 14:00
- ✓Intake form texted
- ✓Matter note added for the solicitor
A new-client call, as an example. It is set up for your trade.
BittaFlow for law firms & legal: common questions
What is law firm intake software?
Software that captures each new inquiry, collects the details of the matter and books the consultation without a receptionist re-keying anything. BittaFlow sends a matter-specific intake form by link the moment an inquiry arrives.
What happens to after-hours calls?
A missed call gets an instant text with the intake link, so the inquiry is captured and in the pipeline before anyone calls back.
Can clients book a consultation online?
Yes. Prospects book a slot with the right attorney, and the confirmation and reminder go out automatically.
Can staff see every client?
Only if you allow it. Access is role-based so staff see their own clients, and there is a full audit trail of every message and action.
See it run a real legal day.
Bring your busiest hour and we will walk it through — the calls, the intake, the reminders, the invoice — in the workspace, not a slide deck.