Industry · Legal
A law firm, a notary's office and an enforcement officer's practice do not share a profession, but they share a problem: the time that goes into what is not law — answering the phone, explaining where a file stands, asking for a document, chasing a fee.
No credit card required
What changes
A sales CRM talks about prospects, opportunities and pipeline. You talk about files, parties, deeds, deadlines and diligences. Business objects are modelled in your words — without that, nobody in the practice will use them.
Solicitation is regulated, professional secrecy is absolute, and data retention follows its own rules. We do not claim to make you compliant: we provide the separation, the traceability and the configurable retention periods that let you be.
Drafting deeds, practice accounting, taxation, formalities: that stays in your specialist software. We take what it does not do — reception, appointments, informing the parties, chasing — and the two talk through the API.
Use cases
9 lawyers, 2 assistants, 40 calls a day and 63% landing during a hearing.
Discover Legal4 notaries, 34 staff, 1,100 files a year and five parties to inform per file.
Discover Legal4,800 amicable files a year, 12 staff, and 38% recovered before any proceedings.
DiscoverGo further
The complete SMB switchboard: greeting, routing, queues and statistics.
DiscoverA voice agent that greets, qualifies and routes your calls 24/7.
DiscoverYour availability bookable online, in your colors, on your domain.
DiscoverYour business applications, with no development: properties, case files, contracts, with segments and automations.
DiscoverA trigger, conditions, actions — across every hub at once.
DiscoverOnline PDF editor and AI enrichment: OCR, summary, filing.
DiscoverFAQ
Separation happens at the data level: a colleague sees only the files they are assigned to. Access is logged, and hosting is in the European Union with a French publisher. That is the entry condition, not an option.
With care, and we are not the ones setting the limit. Information functions — summons, informing parties, a newsletter to existing clients — do not raise the same questions as personalised solicitation. The tool will not stop you making a mistake; it documents what was sent, to whom and when.
Yes. The Discovery plan is free, needs no card, and contains all eight hubs — not a cut-down version. You can model a typical file, publish a first-contact form and measure over a month.
That is its main use in a practice: it answers, handles information questions from your knowledge base, books an appointment or schedules a callback, and transfers as soon as it leaves its scope.
Yes, with custom objects: case, parties, expected documents, deadlines. Follow-ups fire on the deadlines, and what is missing is visible without keeping a list on the side.
Another question? Write to us — a human will answer.
Before you decide
The Discovery plan is not a crippled demo: all eight hubs are open, two users, a thousand contacts, a hundred credits on us. No card and no end date. Model your first file and judge for yourself.
Create a free accountNo card, no automated sales chasing, and no feature that closes after fourteen days.
Comparisons
Contacts, companies, opportunities, tasks, segments and email templates come across from Brevo, HubSpot or an export. Keep your old tool as long as you need: nothing forces a big-bang switch, and nothing is deleted on your side.
Compare with your current toolCreate your free account in two minutes: CRM, telephony, marketing, appointments and customer service — all in one place, with AI built in.
No credit card required
