Industry solution · Law firms
Engagements come through trust. And through referrals you nurture.
Many engagements come from referrals and a good first conversation. Peak One helps you organize initial consultations, keep an eye on referral partners and bring internal order to the firm. The casework stays in your firm software.
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Where everyday work gets stuck
The file is in order. The path to a new engagement doesn't.
- Initial consultation appointments are arranged by phone between two appointments.
- Referral partners hear nothing from the firm for months and then refer someone else.
- What the firm offers businesses as a service, every attorney explains differently.
- Internal tasks such as website, events or staffing run on the side and get left behind.
The old and the new workflow
From chance to a nurtured relationship.
Typical workflow
- Scheduling the initial consultation by phone
- Referral partners get in touch when they remember
- Explaining services from scratch in every conversation
- Putting internal initiatives off to the next meeting
With Peak One
- People seeking advice pick the initial consultation time themselves
- Every referral partner with agreements and next step
- A written-out service offer for businesses
- Internal initiatives as tasks with a responsible person
How a referral works
From the partner until the initial consultation.
- TriggerA tax advisor friend refers the firm to a business owner.
- 01 · PartnerNurture partnersPRM holds the agreements, commitments and next step with the tax advisor.
- 02 · AppointmentBook an initial consultationThe business owner picks an open time themselves through a booking link.
- 03 · ContactRecord the contactIn the CRM, the contact shows up with history and planned next step, without file contents.
- 04 · PartnerGet back to themOn the partner, you record that the referral arrived and plan the next conversation.
What you start with
Five apps. For the path to a new engagement.
- 01Available
Booking
A booking link for initial consultation appointments.
More - 02Available
PRM
Referral partners with agreements, commitments and the next step.
More - 03Available
CRM
Contacts with conversation history and a planned next step.
More - 04Available
Offer
A service offer for businesses that is clear on first read.
More - 05Available
Work
The firm's internal initiatives as tasks with a responsible person and a due date.
More
Peak One is not firm software. There are no client files, no deadline management, no conflict check and no billing, and Peak One does not provide legal advice. Files and confidential case content belong in your firm software. Peak One organizes appointments, contacts, partners and internal tasks.
Frequently asked questions
Briefly answered.
Can I keep client case files in Peak One?
No. Peak One has no client files and no deadline management. For that, you keep using your firm software.
What's the difference between PRM and CRM?
The CRM is meant for contacts, conversations and sales opportunities. PRM is for partnerships, such as with firms or advisors who refer you.
What does Peak One cost for a law firm?
There's a free way to start. Which apps are included in which plan is on the pricing page.
Keep exploring
What's included.
- FunctionCRM & contactsPeople, companies and context, connected with tasks and numbers.View
- ProblemMissed follow-upsQuotes and contacts that nobody follows up on.View
- IndustryConsulting & firmsPeak One for consultancies and firms: inquiries, initial consultations, contacts and agreements around the engagement.View
- Use caseFollow up on offersFrom the offer you sent to the signature, without any reply slipping through.View
- Software categoryCRM softwareContacts, history, and the next step in one place.View
- Software categoryEmail marketing softwareEvery campaign with one message, one audience, and one next step.View
Start with law firms. The rest follows.
Book initial consultations, maintain referral partners and run firm organization alongside your specialist software. Log in with Google and see your company in one place.
Free plan · Sign in with Google · set up in about two minutes