A CRM That WorksThe Way Your Firm Does.
Practice management tools make your firm work their way. We build the opposite: intake, matters, deadlines, and documents shaped around how your attorneys actually practice, with AI doing the paperwork.
Sound Familiar?
- 01
Intake Leaks Clients.
Leads come in by phone, email, and referrals, and land in inboxes. By the time someone runs the conflict check, the client hired the firm that answered first.
- 02
Matters Live In Email.
Status, deadlines, and documents are scattered across Outlook threads. Every "where are we on this?" costs a paralegal twenty minutes.
- 03
Deadlines Are Tracked By Hand.
Court dates and statute deadlines sit in personal calendars. One missed date is a malpractice exposure, and everyone knows it.
- 04
Documents Eat Billable Hours.
Engagement letters, discovery responses, and routine filings are rebuilt from the last matter, by hand, every time.
Your Workflow. Your System.
- Client intake
- Web, phone, and referral intake into one queue with automatic conflict checks against your matter history.
- Matter management
- Every matter with its status, parties, deadlines, documents, and billing in one view your whole firm shares.
- Deadline engine
- Court dates and statute-of-limitations deadlines computed by jurisdiction rules, synced to calendars, escalated when unacknowledged.
- AI document drafting
- Engagement letters, demand letters, and routine filings drafted from your templates and matter data, reviewed by an attorney, never sent alone.
- AI intake triage
- Incoming leads classified by practice area and urgency, summarized, and routed to the right attorney before the competition calls back.
- Document intelligence
- Uploaded discovery classified, OCRed, Bates-stamped, and made searchable. The work we shipped for a real firm at Shehebar Law.
- Client portal
- A branded portal where clients see status and upload documents instead of calling the front desk.
- Billing handoff
- Time and matter data flowing into your existing billing system, not replacing it.
Three Moves, And The System Is Yours.
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We Come In
We map how your business actually runs: who touches what, where the hours go, and which problems are the expensive ones.
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We Build It
We scope it, then ship a working system built around your stages, your fields and your rules, with the AI integrations doing the paperwork.
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You Own It
The code, database and accounts belong to your business. You keep control, and we stay on for iteration if you want us.
This One Is Already In Production.
We built document intelligence for Shehebar Law: deposition classification, OCR, Bates stamping, and AI research over SRO rulings. Hours of manual review, gone.
Before You Send A Brief.
How is this different from Clio or PracticePanther?
Those are practice-management platforms shaped around an average firm. A ZipLyne CRM is built around your practice areas, your intake flow, and your documents, and you own the code and the database outright. The intake, matter, and document workflows stay connected in one system.
Is client data safe with AI features involved?
Yes. The system runs on infrastructure you control, NDAs are standard, and AI calls are scoped so privileged material stays inside your environment. Every AI output is reviewed by a human before it goes anywhere.
How do you choose the first workflow for our firm?
We map intake, matter ownership, and document handoffs with your team, then agree on the first workflow to build. Attorneys and staff review that working flow before we extend it to other practice areas.
Can it work with our existing billing and email?
That is the point. We integrate with your billing system, Outlook or Gmail, and your document storage instead of forcing a migration. The CRM becomes the connective tissue, not another silo.
How long does it take?
We scope a first working version, then extend it module by module while your team is already using it, so you are not waiting on a big-bang launch to see value.
Your Firm Runs On Software.Make It Yours.
Let’s Build What’s Next.
Bring the business problem. We’ll talk through what would make a difference and where to start.