Capture and qualify every inquiry
Public consultation and intake forms collect the right details up front, create real records, and route matters to the right attorney.
Product
The operations layer your practice-management tool was never built to be.
Simply Legal handles the firm around the casework: intake, relationships, documents, communication, and reporting — synced with the legal tools you already trust.
Keep contacts and matters connected
Clients, matters, referral sources, and history stay linked — with permissions that keep sensitive work scoped to the right people.
Generate the standard paperwork
Engagement letters and intake documents generate from record data, so the routine paperwork is consistent and immediate.
Sync, follow up, and report
Practice-management sync keeps systems agreeing, automated follow-up keeps prospects warm, and operations reports keep partners informed.
Under the hood
Careful by design.
Role-based permissions, accountable change history, explicit public/private boundaries, and AWS-hosted infrastructure — the operations layer holds itself to the standard the practice does.
RecordsContacts & mattersClientsMattersReferral sources
IntakeInquiry to engagementInquireQualifyEngage
Public pagesConsultation + intakeRequest a consultationClient intake form
Powered by Simply360
Ready-made industry workflows, backed by a real platform.
Simply Legal runs on Simply360, the platform for data, workflows, websites, and automation. You get workflows configured for legal teams on day one, a flexible database tuned to how a practice actually works, and the freedom to adjust anything as you grow — built and supported by one team.
Ready-made workflowsFlexible databaseWebsites and embedsAutomations and reportsAWS-hosted infrastructure
Bring 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.