Sidekick for Law Firms
Keep every relationship, matter-adjacent task, call, appointment, and invoice accountable.
Connect organizations, contacts, intake, conflicts workflow, phone routing, appointments, projects, documents, time, billing, collections, and protected business records.
Start with Sidekick for Law Firms
Where the day gets stuck
Calls and follow-up lack ownership
Billing questions arrive without relationship context
Your Sidekick product recipe
Deep apps, connected around the way this business works.
Customer growth
Sidekick CRM
Know every customer. Move every opportunity.
CommunicationsSidekick Voice
Business calling with real phones and real help.
Service operationsSidekick Appointments
Make it easy to book and easier to run the day.
Business operationsSidekick ERP
Finance and operations on the same record.
ProtectionSidekick Protect
Know what is protected and prove it can recover.
PlatformSidekick AI
AI that can see the work and help move it forward.
Who gets value
Different roles, one operating record.
Sidekick gives each person a focused way into the same customer, work, and financial context.
- 01Intake team manages qualification
- 02Professional sees relationship context
- 03Finance manages billing
Workflow 1
move an inquiry through controlled intake
A practical Sidekick workflow that helps the team move an inquiry through controlled intake.
- Capture contact and matter summary
- Run the firm's required checks
- Assign reviewer
- Schedule approved next step
Workflow 2
prepare for a client call
A practical Sidekick workflow that helps the team prepare for a client call.
- Review relationship and open work
- Surface commitments
- Build the agenda
- Record follow-up
Workflow 3
resolve an invoice question
A practical Sidekick workflow that helps the team resolve an invoice question.
- Identify client and invoice
- Review approved billing context
- Record resolution
- Assign collection or adjustment action
Sidekick AI in the work
Useful actions, grounded in the operating record.
- Summarize approved client context
- Identify unresolved commitments
- Draft administrative communication