Client Intake & CRM
AI-powered intake that auto-extracts facts, identifies conflicts, categorizes leads, and builds structured client files instantly—so your front-end pipeline runs itself.
Counsel Vision unifies intake, case management, documents, billing, calendaring, discovery and reporting on an intelligent, AI-driven platform. Simple enough for solos. Powerful enough for large firms. Built to automate the work that slows lawyers down.
Counsel Vision automates repetitive legal work, unifies firm operations, and keeps your entire practice running efficiently—whether you’re a solo attorney or a large, multi-office organization. From intake to invoices, AI helps your team work faster, deliver better outcomes, and scale without adding overhead.
AI-enhanced intake and lead management that auto-extracts facts, flags conflicts, and builds structured client profiles in real time.
A structured, smart workspace for every matter—documents, deadlines, notes and tasks stay linked and searchable with AI.
Centralized storage with AI-powered search, tagging, summarization and instant retrieval using natural language queries.
AI-assisted time capture, LEDES support, clean invoices and integrated online payments—designed for modern legal billing.
Research, summarize, draft and structure work product with built-in legal AI that supports, not replaces, attorney judgment.
Rule-based deadlines, AI-calculated date chains, reminders and firm-wide calendars that keep everyone on the same page.
AI-enhanced templates and automated document assembly so pleadings and forms are ready in minutes, not hours.
Generate discovery requests, draft responses, organize productions and cluster evidence automatically with AI support.
Enterprise visibility into outside counsel activity, spend, timelines, risk and outcomes for in-house and multi-office teams.
AI-powered analytics across revenue, utilization, deadlines, matter outcomes and workload capacity.
Tell us a little about your practice and we’ll schedule a personalized walkthrough of Counsel Vision’s AI-powered platform.
AI-powered intake that auto-extracts facts, identifies conflicts, categorizes leads, and builds structured client files instantly—so your front-end pipeline runs itself.
A centralized AI workspace that organizes documents, deadlines, tasks, notes and communications, giving every attorney full visibility into where each matter stands.
Track status, owners, stages and deadlines for every case at a glance.
Standardize intake-to-resolution workflows for each practice area.
AI tagging, full-text search, document summaries and instant retrieval. Turn your document library into a structured knowledge base for your firm.
Filter by matter, tag, author, date, status, and more.
Preview contracts, pleadings and discovery right inside the workspace.
AI-assisted timekeeping, LEDES-ready invoices, automated billing runs and built-in online payment tools so you spend less time chasing receivables.
Monitor sent, paid and overdue invoices in one clean view.
Offer secure online payments that sync back automatically.
Draft, summarize, analyze and structure complex legal work in minutes. AI supports—but never replaces—lawyer judgment, keeping you in full control.
Ask natural language questions across your matters and documents.
Turn long records and briefs into clear, digestible summaries.
Rules-based deadline automation with AI-generated risk alerts, conflict checks, and cross-matter timeline analysis so nothing slips through.
Court dates, tasks and internal deadlines on a unified calendar.
Automate common jurisdictional rules and filing timelines.
Automate common jurisdictional rules and filing timelines.
AI-enhanced templates and document assembly so pleadings, motions, letters and standardized forms are auto-populated with client and matter data.
Generate discovery requests, draft responses, categorize evidence, and structure productions with AI-powered workflows built for busy litigation teams.
Enterprise-grade oversight with firm-wide metrics, spend analysis, attorney performance tracking and automated reporting for legal departments and multi-office firms.
AI analytics for revenue, utilization, deadlines, trends and matter outcomes so you can forecast, staff and invest with data instead of guesswork.
Get an AI-powered legal practice platform with enterprise capabilities at a fraction of the cost. Scale from solo to multi-office without breaking your budget.
Perfect for solos or part-time practitioners who want AI-powered workflows without complexity.
Ideal for 2–20 users growing quickly and ready to standardize workflows.
Built for 20+ users, multi-office firms and in-house legal departments.
Try Counsel Vision free. No credit card required. We will contact you to activate your trial.